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Fulton Bank, Number of Fiduciary and Related Asset Accounts

2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,336,00096
Number of Managed Accounts$2,742,00086
Personal Trust and Agency Accounts$680,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000159
Employee Benefit-defined Benefit Accounts$22,00079
Number of other employee benefit and retirement-related accounts$817,000104
Corporate Trust and Agency Accounts$50,00048
Number of managed investment management and investment advisory agency accounts$782,00098
Number of foundation and endowment trust and agency accounts, managed assets$205,00046
Other Fiduciary Accounts$173,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$817,00084
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$594,00079
Personal Trust and Agency Accounts$11,000228
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$241,00035
Employee Benefit-defined Benefit Accounts$2,00082
Number non-managed other employee benefit and retirement-related accounts$14,000250
Corporate Trust and Agency Accounts$326,00037
Number of investment management and advisory agency accounts, non-managed assets$0294
Number (#) individual retirement, health savings, and other similar accounts$0212
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$24,000287
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000309
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,308,00095
Number of Managed Accounts$2,723,00087
Personal Trust and Agency Accounts$695,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000156
Employee Benefit-defined Benefit Accounts$22,00035
Number of other employee benefit and retirement-related accounts$797,000124
Corporate Trust and Agency Accounts$50,00013
Number of managed investment management and investment advisory agency accounts$768,000101
Number of foundation and endowment trust and agency accounts, managed assets$207,00045
Other Fiduciary Accounts$170,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$797,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$585,00077
Personal Trust and Agency Accounts$10,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00028
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$26,000147
Corporate Trust and Agency Accounts$320,00046
Number of investment management and advisory agency accounts, non-managed assets$0259
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$25,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000219
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$3,296,00093
Number of Managed Accounts$2,694,00083
Personal Trust and Agency Accounts$696,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000161
Employee Benefit-defined Benefit Accounts$22,00033
Number of other employee benefit and retirement-related accounts$762,000117
Corporate Trust and Agency Accounts$49,00022
Number of managed investment management and investment advisory agency accounts$777,00097
Number of foundation and endowment trust and agency accounts, managed assets$213,00043
Other Fiduciary Accounts$160,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$762,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$602,00081
Personal Trust and Agency Accounts$10,000346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00029
Employee Benefit-defined Benefit Accounts$2,000128
Number non-managed other employee benefit and retirement-related accounts$31,000260
Corporate Trust and Agency Accounts$332,00073
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$25,000363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000309
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$3,309,00092
Number of Managed Accounts$2,707,00082
Personal Trust and Agency Accounts$699,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000140
Employee Benefit-defined Benefit Accounts$22,00033
Number of other employee benefit and retirement-related accounts$767,000115
Corporate Trust and Agency Accounts$48,00016
Number of managed investment management and investment advisory agency accounts$783,00093
Number of foundation and endowment trust and agency accounts, managed assets$214,00039
Other Fiduciary Accounts$158,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$767,00086
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$602,00076
Personal Trust and Agency Accounts$10,000206
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00029
Employee Benefit-defined Benefit Accounts$2,000118
Number non-managed other employee benefit and retirement-related accounts$31,000139
Corporate Trust and Agency Accounts$332,00043
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$26,000250
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000206
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$3,283,00090
Number of Managed Accounts$2,687,00077
Personal Trust and Agency Accounts$710,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000149
Employee Benefit-defined Benefit Accounts$22,00030
Number of other employee benefit and retirement-related accounts$751,000121
Corporate Trust and Agency Accounts$48,00017
Number of managed investment management and investment advisory agency accounts$775,00092
Number of foundation and endowment trust and agency accounts, managed assets$212,00042
Other Fiduciary Accounts$153,00011
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$751,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$596,00081
Personal Trust and Agency Accounts$10,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00026
Employee Benefit-defined Benefit Accounts$2,000126
Number non-managed other employee benefit and retirement-related accounts$31,000189
Corporate Trust and Agency Accounts$331,00076
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$25,000286
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000228
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$3,290,00096
Number of Managed Accounts$2,685,00085
Personal Trust and Agency Accounts$708,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000103
Employee Benefit-defined Benefit Accounts$22,00032
Number of other employee benefit and retirement-related accounts$758,00092
Corporate Trust and Agency Accounts$48,00017
Number of managed investment management and investment advisory agency accounts$776,00097
Number of foundation and endowment trust and agency accounts, managed assets$206,00045
Other Fiduciary Accounts$151,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$758,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$605,00081
Personal Trust and Agency Accounts$10,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$224,00029
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$31,000132
Corporate Trust and Agency Accounts$338,00036
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$26,000257
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000162
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$3,243,00098
Number of Managed Accounts$2,624,00087
Personal Trust and Agency Accounts$713,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000118
Employee Benefit-defined Benefit Accounts$22,00035
Number of other employee benefit and retirement-related accounts$741,00095
Corporate Trust and Agency Accounts$47,00023
Number of managed investment management and investment advisory agency accounts$750,000100
Number of foundation and endowment trust and agency accounts, managed assets$200,00048
Other Fiduciary Accounts$135,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$741,00091
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$619,00084
Personal Trust and Agency Accounts$10,000333
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00032
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$31,000212
Corporate Trust and Agency Accounts$349,00038
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$26,000369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000268
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$3,236,00097
Number of Managed Accounts$2,622,00087
Personal Trust and Agency Accounts$723,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000108
Employee Benefit-defined Benefit Accounts$22,00035
Number of other employee benefit and retirement-related accounts$754,00093
Corporate Trust and Agency Accounts$44,00016
Number of managed investment management and investment advisory agency accounts$729,000100
Number of foundation and endowment trust and agency accounts, managed assets$200,00046
Other Fiduciary Accounts$133,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$754,00092
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$614,00077
Personal Trust and Agency Accounts$10,000197
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$217,00030
Employee Benefit-defined Benefit Accounts$3,00078
Number non-managed other employee benefit and retirement-related accounts$39,000119
Corporate Trust and Agency Accounts$345,00038
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$26,000259
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$39,000153
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$3,236,00083
Number of Managed Accounts$2,621,00079
Personal Trust and Agency Accounts$731,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000106
Employee Benefit-defined Benefit Accounts$21,00033
Number of other employee benefit and retirement-related accounts$749,00092
Corporate Trust and Agency Accounts$45,00015
Number of managed investment management and investment advisory agency accounts$713,00094
Number of foundation and endowment trust and agency accounts, managed assets$209,00039
Other Fiduciary Accounts$136,00011
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$749,00090
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$615,00068
Personal Trust and Agency Accounts$10,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$215,00029
Employee Benefit-defined Benefit Accounts$3,00074
Number non-managed other employee benefit and retirement-related accounts$38,000132
Corporate Trust and Agency Accounts$349,00033
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$24,000273
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000168
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$3,219,00085
Number of Managed Accounts$2,598,00080
Personal Trust and Agency Accounts$744,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000102
Employee Benefit-defined Benefit Accounts$21,00033
Number of other employee benefit and retirement-related accounts$729,00092
Corporate Trust and Agency Accounts$45,00012
Number of managed investment management and investment advisory agency accounts$696,00097
Number of foundation and endowment trust and agency accounts, managed assets$209,00039
Other Fiduciary Accounts$137,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$729,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$621,00066
Personal Trust and Agency Accounts$10,000178
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$225,00027
Employee Benefit-defined Benefit Accounts$3,00070
Number non-managed other employee benefit and retirement-related accounts$39,000117
Corporate Trust and Agency Accounts$344,00033
Number of investment management and advisory agency accounts, non-managed assets$0187
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$23,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$39,000149
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$3,201,00084
Number of Managed Accounts$2,568,00080
Personal Trust and Agency Accounts$757,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000112
Employee Benefit-defined Benefit Accounts$21,00036
Number of other employee benefit and retirement-related accounts$701,00096
Corporate Trust and Agency Accounts$47,00018
Number of managed investment management and investment advisory agency accounts$685,00099
Number of foundation and endowment trust and agency accounts, managed assets$204,00034
Other Fiduciary Accounts$136,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$701,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$633,00071
Personal Trust and Agency Accounts$10,000333
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$224,00028
Employee Benefit-defined Benefit Accounts$3,00075
Number non-managed other employee benefit and retirement-related accounts$38,000195
Corporate Trust and Agency Accounts$358,00033
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$23,000369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000253
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$3,147,00085
Number of Managed Accounts$2,525,00084
Personal Trust and Agency Accounts$763,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000102
Employee Benefit-defined Benefit Accounts$21,00036
Number of other employee benefit and retirement-related accounts$687,00094
Corporate Trust and Agency Accounts$48,00012
Number of managed investment management and investment advisory agency accounts$656,000101
Number of foundation and endowment trust and agency accounts, managed assets$201,00033
Other Fiduciary Accounts$132,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$687,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$622,00068
Personal Trust and Agency Accounts$10,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00030
Employee Benefit-defined Benefit Accounts$3,00072
Number non-managed other employee benefit and retirement-related accounts$25,000151
Corporate Trust and Agency Accounts$363,00033
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$25,000238
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000183
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$3,123,00085
Number of Managed Accounts$2,503,00087
Personal Trust and Agency Accounts$768,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000108
Employee Benefit-defined Benefit Accounts$22,00035
Number of other employee benefit and retirement-related accounts$681,00098
Corporate Trust and Agency Accounts$47,00012
Number of managed investment management and investment advisory agency accounts$640,000104
Number of foundation and endowment trust and agency accounts, managed assets$200,00035
Other Fiduciary Accounts$128,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$681,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$620,00070
Personal Trust and Agency Accounts$12,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00030
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$23,000172
Corporate Trust and Agency Accounts$357,00033
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$25,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000216
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$3,104,00084
Number of Managed Accounts$2,483,00088
Personal Trust and Agency Accounts$797,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000106
Employee Benefit-defined Benefit Accounts$23,00034
Number of other employee benefit and retirement-related accounts$657,00099
Corporate Trust and Agency Accounts$49,00012
Number of managed investment management and investment advisory agency accounts$622,000106
Number of foundation and endowment trust and agency accounts, managed assets$196,00037
Other Fiduciary Accounts$122,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$657,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$621,00071
Personal Trust and Agency Accounts$13,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00028
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$15,000186
Corporate Trust and Agency Accounts$364,00033
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$26,000242
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000222
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,077,00089
Number of Managed Accounts$2,424,00089
Personal Trust and Agency Accounts$769,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000111
Employee Benefit-defined Benefit Accounts$23,00036
Number of other employee benefit and retirement-related accounts$647,000102
Corporate Trust and Agency Accounts$46,00016
Number of managed investment management and investment advisory agency accounts$602,000106
Number of foundation and endowment trust and agency accounts, managed assets$197,00039
Other Fiduciary Accounts$122,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$647,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$653,00076
Personal Trust and Agency Accounts$10,000334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00031
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$15,000341
Corporate Trust and Agency Accounts$400,00033
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$29,000345
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000423
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,067,00087
Number of Managed Accounts$2,431,00087
Personal Trust and Agency Accounts$790,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000104
Employee Benefit-defined Benefit Accounts$22,00036
Number of other employee benefit and retirement-related accounts$649,00098
Corporate Trust and Agency Accounts$46,00013
Number of managed investment management and investment advisory agency accounts$598,000104
Number of foundation and endowment trust and agency accounts, managed assets$191,00040
Other Fiduciary Accounts$116,00011
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$649,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$636,00069
Personal Trust and Agency Accounts$10,000182
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00030
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$16,000180
Corporate Trust and Agency Accounts$381,00032
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$30,000228
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000218
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,050,00086
Number of Managed Accounts$2,412,00091
Personal Trust and Agency Accounts$807,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000110
Employee Benefit-defined Benefit Accounts$23,00035
Number of other employee benefit and retirement-related accounts$630,000102
Corporate Trust and Agency Accounts$46,00013
Number of managed investment management and investment advisory agency accounts$588,000105
Number of foundation and endowment trust and agency accounts, managed assets$189,00040
Other Fiduciary Accounts$110,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$630,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$638,00072
Personal Trust and Agency Accounts$10,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$228,00031
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$16,000201
Corporate Trust and Agency Accounts$382,00033
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$31,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000244
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,057,00085
Number of Managed Accounts$2,391,00089
Personal Trust and Agency Accounts$810,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000110
Employee Benefit-defined Benefit Accounts$23,00034
Number of other employee benefit and retirement-related accounts$603,000102
Corporate Trust and Agency Accounts$47,00013
Number of managed investment management and investment advisory agency accounts$588,000107
Number of foundation and endowment trust and agency accounts, managed assets$195,00038
Other Fiduciary Accounts$106,00011
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$603,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$666,00069
Personal Trust and Agency Accounts$10,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$230,00031
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$18,000179
Corporate Trust and Agency Accounts$406,00033
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$30,000236
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000217
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,048,00088
Number of Managed Accounts$2,382,00093
Personal Trust and Agency Accounts$811,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000123
Employee Benefit-defined Benefit Accounts$24,00034
Number of other employee benefit and retirement-related accounts$602,000104
Corporate Trust and Agency Accounts$46,00017
Number of managed investment management and investment advisory agency accounts$576,000109
Number of foundation and endowment trust and agency accounts, managed assets$192,00040
Other Fiduciary Accounts$112,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$602,000102
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$666,00078
Personal Trust and Agency Accounts$10,000334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$230,00030
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$18,000318
Corporate Trust and Agency Accounts$406,00034
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$29,000348
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000397
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$3,056,00086
Number of Managed Accounts$2,381,00089
Personal Trust and Agency Accounts$828,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000105
Employee Benefit-defined Benefit Accounts$25,00034
Number of other employee benefit and retirement-related accounts$579,000101
Corporate Trust and Agency Accounts$42,00015
Number of managed investment management and investment advisory agency accounts$580,000111
Number of foundation and endowment trust and agency accounts, managed assets$193,00038
Other Fiduciary Accounts$112,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$579,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$675,00073
Personal Trust and Agency Accounts$10,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00030
Employee Benefit-defined Benefit Accounts$3,00070
Number non-managed other employee benefit and retirement-related accounts$16,000191
Corporate Trust and Agency Accounts$415,00036
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$28,000238
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000225
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$3,056,00087
Number of Managed Accounts$2,381,00089
Personal Trust and Agency Accounts$828,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000109
Employee Benefit-defined Benefit Accounts$25,00034
Number of other employee benefit and retirement-related accounts$579,000104
Corporate Trust and Agency Accounts$42,00015
Number of managed investment management and investment advisory agency accounts$580,000108
Number of foundation and endowment trust and agency accounts, managed assets$193,00039
Other Fiduciary Accounts$112,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$579,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$675,00077
Personal Trust and Agency Accounts$10,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00030
Employee Benefit-defined Benefit Accounts$3,00073
Number non-managed other employee benefit and retirement-related accounts$16,000204
Corporate Trust and Agency Accounts$415,00038
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$28,000258
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000245
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$3,061,00087
Number of Managed Accounts$2,380,00088
Personal Trust and Agency Accounts$831,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000113
Employee Benefit-defined Benefit Accounts$23,00039
Number of other employee benefit and retirement-related accounts$579,000104
Corporate Trust and Agency Accounts$42,00016
Number of managed investment management and investment advisory agency accounts$584,000108
Number of foundation and endowment trust and agency accounts, managed assets$191,00041
Other Fiduciary Accounts$107,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$579,000103
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$681,00077
Personal Trust and Agency Accounts$8,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00030
Employee Benefit-defined Benefit Accounts$3,00075
Number non-managed other employee benefit and retirement-related accounts$16,000204
Corporate Trust and Agency Accounts$423,00037
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$30,000257
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000243
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$3,062,00089
Number of Managed Accounts$2,375,00086
Personal Trust and Agency Accounts$850,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000117
Employee Benefit-defined Benefit Accounts$23,00040
Number of other employee benefit and retirement-related accounts$564,000103
Corporate Trust and Agency Accounts$43,00021
Number of managed investment management and investment advisory agency accounts$575,000105
Number of foundation and endowment trust and agency accounts, managed assets$192,00042
Other Fiduciary Accounts$105,00011
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$564,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$687,00085
Personal Trust and Agency Accounts$6,000408
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$233,00030
Employee Benefit-defined Benefit Accounts$3,00081
Number non-managed other employee benefit and retirement-related accounts$16,000348
Corporate Trust and Agency Accounts$429,00039
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$31,000349
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000424
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,080,00084
Number of Managed Accounts$2,386,00085
Personal Trust and Agency Accounts$863,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000115
Employee Benefit-defined Benefit Accounts$23,00038
Number of other employee benefit and retirement-related accounts$562,000100
Corporate Trust and Agency Accounts$43,00015
Number of managed investment management and investment advisory agency accounts$575,000103
Number of foundation and endowment trust and agency accounts, managed assets$192,00041
Other Fiduciary Accounts$106,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$562,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$694,00078
Personal Trust and Agency Accounts$8,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$232,00030
Employee Benefit-defined Benefit Accounts$3,00078
Number non-managed other employee benefit and retirement-related accounts$16,000206
Corporate Trust and Agency Accounts$435,00037
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$31,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000245
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,115,00084
Number of Managed Accounts$2,362,00084
Personal Trust and Agency Accounts$869,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000120
Employee Benefit-defined Benefit Accounts$23,00038
Number of other employee benefit and retirement-related accounts$533,000104
Corporate Trust and Agency Accounts$44,00018
Number of managed investment management and investment advisory agency accounts$564,000102
Number of foundation and endowment trust and agency accounts, managed assets$200,00038
Other Fiduciary Accounts$108,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$533,000103
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$753,00073
Personal Trust and Agency Accounts$6,000227
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00028
Employee Benefit-defined Benefit Accounts$3,00080
Number non-managed other employee benefit and retirement-related accounts$14,000213
Corporate Trust and Agency Accounts$501,00035
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$30,000260
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000252
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,078,00086
Number of Managed Accounts$2,330,00085
Personal Trust and Agency Accounts$870,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000122
Employee Benefit-defined Benefit Accounts$22,00040
Number of other employee benefit and retirement-related accounts$522,000103
Corporate Trust and Agency Accounts$43,00019
Number of managed investment management and investment advisory agency accounts$549,000106
Number of foundation and endowment trust and agency accounts, managed assets$194,00040
Other Fiduciary Accounts$109,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$522,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$748,00074
Personal Trust and Agency Accounts$6,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00030
Employee Benefit-defined Benefit Accounts$3,00080
Number non-managed other employee benefit and retirement-related accounts$14,000214
Corporate Trust and Agency Accounts$494,00036
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$30,000263
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000252
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,157,00085
Number of Managed Accounts$2,301,00087
Personal Trust and Agency Accounts$880,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000125
Employee Benefit-defined Benefit Accounts$23,00041
Number of other employee benefit and retirement-related accounts$515,000106
Corporate Trust and Agency Accounts$28,00024
Number of managed investment management and investment advisory agency accounts$542,000110
Number of foundation and endowment trust and agency accounts, managed assets$185,00042
Other Fiduciary Accounts$106,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$515,000104
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$856,00075
Personal Trust and Agency Accounts$6,000415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00031
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$14,000374
Corporate Trust and Agency Accounts$603,00035
Number of investment management and advisory agency accounts, non-managed assets$1,000299
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$30,000363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000451
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$3,102,00084
Number of Managed Accounts$2,285,00089
Personal Trust and Agency Accounts$880,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000116
Employee Benefit-defined Benefit Accounts$23,00039
Number of other employee benefit and retirement-related accounts$512,00098
Corporate Trust and Agency Accounts$26,00020
Number of managed investment management and investment advisory agency accounts$534,000111
Number of foundation and endowment trust and agency accounts, managed assets$182,00040
Other Fiduciary Accounts$105,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$512,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$817,00070
Personal Trust and Agency Accounts$6,000223
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$232,00031
Employee Benefit-defined Benefit Accounts$3,00074
Number non-managed other employee benefit and retirement-related accounts$15,000202
Corporate Trust and Agency Accounts$561,00034
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$31,000253
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000241
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$3,114,00079
Number of Managed Accounts$2,275,00085
Personal Trust and Agency Accounts$895,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000115
Employee Benefit-defined Benefit Accounts$22,00042
Number of other employee benefit and retirement-related accounts$500,000101
Corporate Trust and Agency Accounts$26,00020
Number of managed investment management and investment advisory agency accounts$517,000110
Number of foundation and endowment trust and agency accounts, managed assets$185,00042
Other Fiduciary Accounts$107,00014
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$500,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$839,00067
Personal Trust and Agency Accounts$7,000215
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$237,00028
Employee Benefit-defined Benefit Accounts$4,00069
Number non-managed other employee benefit and retirement-related accounts$8,000251
Corporate Trust and Agency Accounts$582,00035
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$1,000113
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$32,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000283
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$3,079,00078
Number of Managed Accounts$2,258,00084
Personal Trust and Agency Accounts$908,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000113
Employee Benefit-defined Benefit Accounts$22,00039
Number of other employee benefit and retirement-related accounts$487,00099
Corporate Trust and Agency Accounts$26,00018
Number of managed investment management and investment advisory agency accounts$505,000108
Number of foundation and endowment trust and agency accounts, managed assets$179,00042
Other Fiduciary Accounts$107,00016
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$487,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$821,00069
Personal Trust and Agency Accounts$7,000217
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$239,00029
Employee Benefit-defined Benefit Accounts$4,00065
Number non-managed other employee benefit and retirement-related accounts$7,000256
Corporate Trust and Agency Accounts$563,00035
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$32,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000288
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$3,074,00081
Number of Managed Accounts$2,261,00082
Personal Trust and Agency Accounts$916,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000119
Employee Benefit-defined Benefit Accounts$23,00040
Number of other employee benefit and retirement-related accounts$490,00099
Corporate Trust and Agency Accounts$27,00027
Number of managed investment management and investment advisory agency accounts$497,000110
Number of foundation and endowment trust and agency accounts, managed assets$176,00044
Other Fiduciary Accounts$108,00015
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$490,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$813,00074
Personal Trust and Agency Accounts$7,000404
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$242,00030
Employee Benefit-defined Benefit Accounts$4,00071
Number non-managed other employee benefit and retirement-related accounts$7,000488
Corporate Trust and Agency Accounts$552,00037
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$1,000128
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$32,000356
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000560
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$3,041,00080
Number of Managed Accounts$2,260,00079
Personal Trust and Agency Accounts$926,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000113
Employee Benefit-defined Benefit Accounts$24,00038
Number of other employee benefit and retirement-related accounts$483,00098
Corporate Trust and Agency Accounts$27,00022
Number of managed investment management and investment advisory agency accounts$489,000109
Number of foundation and endowment trust and agency accounts, managed assets$174,00044
Other Fiduciary Accounts$111,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$483,00092
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$781,00068
Personal Trust and Agency Accounts$9,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$242,00031
Employee Benefit-defined Benefit Accounts$4,00067
Number non-managed other employee benefit and retirement-related accounts$7,000264
Corporate Trust and Agency Accounts$519,00037
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$28,000262
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000297
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$3,030,00080
Number of Managed Accounts$2,273,00082
Personal Trust and Agency Accounts$965,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000110
Employee Benefit-defined Benefit Accounts$24,00039
Number of other employee benefit and retirement-related accounts$469,00099
Corporate Trust and Agency Accounts$27,00023
Number of managed investment management and investment advisory agency accounts$562,000100
Number of foundation and endowment trust and agency accounts, managed assets$178,00043
Other Fiduciary Accounts$22,00035
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$469,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$757,00071
Personal Trust and Agency Accounts$10,000199
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$246,00031
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$6,000277
Corporate Trust and Agency Accounts$491,00038
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$31,000258
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000312
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,046,00082
Number of Managed Accounts$2,276,00081
Personal Trust and Agency Accounts$983,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000111
Employee Benefit-defined Benefit Accounts$24,00040
Number of other employee benefit and retirement-related accounts$461,000101
Corporate Trust and Agency Accounts$26,00020
Number of managed investment management and investment advisory agency accounts$559,000100
Number of foundation and endowment trust and agency accounts, managed assets$173,00044
Other Fiduciary Accounts$22,00035
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$461,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$770,00070
Personal Trust and Agency Accounts$12,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00031
Employee Benefit-defined Benefit Accounts$4,00066
Number non-managed other employee benefit and retirement-related accounts$6,000273
Corporate Trust and Agency Accounts$502,00037
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$1,000117
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$31,000258
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000306
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,061,00083
Number of Managed Accounts$2,287,00076
Personal Trust and Agency Accounts$994,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000120
Employee Benefit-defined Benefit Accounts$23,00044
Number of other employee benefit and retirement-related accounts$418,000112
Corporate Trust and Agency Accounts$58,00021
Number of managed investment management and investment advisory agency accounts$567,00096
Number of foundation and endowment trust and agency accounts, managed assets$177,00041
Other Fiduciary Accounts$22,00039
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$418,000104
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$774,00077
Personal Trust and Agency Accounts$12,000347
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$254,00033
Employee Benefit-defined Benefit Accounts$6,00065
Number non-managed other employee benefit and retirement-related accounts$6,000528
Corporate Trust and Agency Accounts$495,00034
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$1,000138
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$29,000384
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000603
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,083,00078
Number of Managed Accounts$2,292,00077
Personal Trust and Agency Accounts$1,012,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000107
Employee Benefit-defined Benefit Accounts$24,00040
Number of other employee benefit and retirement-related accounts$419,000108
Corporate Trust and Agency Accounts$53,00017
Number of managed investment management and investment advisory agency accounts$553,00096
Number of foundation and endowment trust and agency accounts, managed assets$179,00038
Other Fiduciary Accounts$22,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$419,000102
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$791,00070
Personal Trust and Agency Accounts$13,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$258,00033
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$6,000269
Corporate Trust and Agency Accounts$508,00034
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$29,000266
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000309
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,124,00079
Number of Managed Accounts$2,301,00078
Personal Trust and Agency Accounts$1,032,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000113
Employee Benefit-defined Benefit Accounts$24,00042
Number of other employee benefit and retirement-related accounts$421,000108
Corporate Trust and Agency Accounts$43,00018
Number of managed investment management and investment advisory agency accounts$560,00097
Number of foundation and endowment trust and agency accounts, managed assets$172,00039
Other Fiduciary Accounts$20,00037
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$421,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$823,00067
Personal Trust and Agency Accounts$14,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$253,00033
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$7,000258
Corporate Trust and Agency Accounts$544,00034
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$30,000272
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000297
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,199,00078
Number of Managed Accounts$2,320,00076
Personal Trust and Agency Accounts$1,053,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000107
Employee Benefit-defined Benefit Accounts$26,00042
Number of other employee benefit and retirement-related accounts$415,000106
Corporate Trust and Agency Accounts$42,00019
Number of managed investment management and investment advisory agency accounts$561,00096
Number of foundation and endowment trust and agency accounts, managed assets$170,00039
Other Fiduciary Accounts$21,00032
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$415,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$879,00067
Personal Trust and Agency Accounts$14,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$258,00034
Employee Benefit-defined Benefit Accounts$5,00061
Number non-managed other employee benefit and retirement-related accounts$9,000253
Corporate Trust and Agency Accounts$592,00032
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$29,000271
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000290
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,171,00080
Number of Managed Accounts$2,404,00071
Personal Trust and Agency Accounts$1,073,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000112
Employee Benefit-defined Benefit Accounts$26,00041
Number of other employee benefit and retirement-related accounts$409,000108
Corporate Trust and Agency Accounts$122,0009
Number of managed investment management and investment advisory agency accounts$552,00095
Number of foundation and endowment trust and agency accounts, managed assets$169,00038
Other Fiduciary Accounts$21,00040
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$409,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$767,00079
Personal Trust and Agency Accounts$14,000339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$263,00036
Employee Benefit-defined Benefit Accounts$5,00065
Number non-managed other employee benefit and retirement-related accounts$10,000486
Corporate Trust and Agency Accounts$474,00037
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$1,000144
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$29,000400
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000568
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,177,00077
Number of Managed Accounts$2,379,00072
Personal Trust and Agency Accounts$1,083,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000108
Employee Benefit-defined Benefit Accounts$28,00037
Number of other employee benefit and retirement-related accounts$406,000106
Corporate Trust and Agency Accounts$99,0009
Number of managed investment management and investment advisory agency accounts$542,00097
Number of foundation and endowment trust and agency accounts, managed assets$169,00037
Other Fiduciary Accounts$21,00032
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$406,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$798,00074
Personal Trust and Agency Accounts$13,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$276,00036
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$10,000247
Corporate Trust and Agency Accounts$494,00032
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$1,000121
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$28,000277
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000285
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,204,00075
Number of Managed Accounts$2,382,00071
Personal Trust and Agency Accounts$1,092,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000106
Employee Benefit-defined Benefit Accounts$28,00033
Number of other employee benefit and retirement-related accounts$408,000103
Corporate Trust and Agency Accounts$81,00011
Number of managed investment management and investment advisory agency accounts$550,00093
Number of foundation and endowment trust and agency accounts, managed assets$170,00037
Other Fiduciary Accounts$21,00030
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$408,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$822,00072
Personal Trust and Agency Accounts$13,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$278,00036
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$11,000245
Corporate Trust and Agency Accounts$516,00031
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$29,000275
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000284
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,257,00078
Number of Managed Accounts$2,399,00073
Personal Trust and Agency Accounts$1,105,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000101
Employee Benefit-defined Benefit Accounts$28,00035
Number of other employee benefit and retirement-related accounts$394,000104
Corporate Trust and Agency Accounts$82,00011
Number of managed investment management and investment advisory agency accounts$566,00091
Number of foundation and endowment trust and agency accounts, managed assets$167,00037
Other Fiduciary Accounts$22,00031
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$394,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$858,00073
Personal Trust and Agency Accounts$13,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$283,00036
Employee Benefit-defined Benefit Accounts$4,00072
Number non-managed other employee benefit and retirement-related accounts$11,000246
Corporate Trust and Agency Accounts$546,00031
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$1,000115
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$32,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000286
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,444,00075
Number of Managed Accounts$2,555,00069
Personal Trust and Agency Accounts$1,133,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000108
Employee Benefit-defined Benefit Accounts$28,00039
Number of other employee benefit and retirement-related accounts$395,000103
Corporate Trust and Agency Accounts$27,00025
Number of managed investment management and investment advisory agency accounts$563,00090
Number of foundation and endowment trust and agency accounts, managed assets$355,00021
Other Fiduciary Accounts$19,00041
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$395,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$889,00077
Personal Trust and Agency Accounts$11,000392
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$293,00038
Employee Benefit-defined Benefit Accounts$4,00078
Number non-managed other employee benefit and retirement-related accounts$11,000480
Corporate Trust and Agency Accounts$569,00032
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$1,000140
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$39,000362
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000564
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,446,00074
Number of Managed Accounts$2,552,00069
Personal Trust and Agency Accounts$1,141,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00099
Employee Benefit-defined Benefit Accounts$28,00038
Number of other employee benefit and retirement-related accounts$391,00097
Corporate Trust and Agency Accounts$25,00019
Number of managed investment management and investment advisory agency accounts$559,00091
Number of foundation and endowment trust and agency accounts, managed assets$353,00020
Other Fiduciary Accounts$20,00031
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$391,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$894,00071
Personal Trust and Agency Accounts$12,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$298,00037
Employee Benefit-defined Benefit Accounts$4,00074
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$567,00030
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$40,000245
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000259
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,493,00073
Number of Managed Accounts$2,572,00068
Personal Trust and Agency Accounts$1,153,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00095
Employee Benefit-defined Benefit Accounts$28,00037
Number of other employee benefit and retirement-related accounts$387,00097
Corporate Trust and Agency Accounts$27,00020
Number of managed investment management and investment advisory agency accounts$564,00086
Number of foundation and endowment trust and agency accounts, managed assets$355,00020
Other Fiduciary Accounts$22,00030
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$387,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$921,00070
Personal Trust and Agency Accounts$12,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$296,00037
Employee Benefit-defined Benefit Accounts$4,00073
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$596,00031
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$41,000247
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000260
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,529,00071
Number of Managed Accounts$2,559,00067
Personal Trust and Agency Accounts$1,244,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,00090
Employee Benefit-defined Benefit Accounts$28,00038
Number of other employee benefit and retirement-related accounts$376,00097
Corporate Trust and Agency Accounts$33,00017
Number of managed investment management and investment advisory agency accounts$468,000100
Number of foundation and endowment trust and agency accounts, managed assets$350,00021
Other Fiduciary Accounts$22,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$376,00087
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$970,00071
Personal Trust and Agency Accounts$12,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$298,00034
Employee Benefit-defined Benefit Accounts$4,00072
Number non-managed other employee benefit and retirement-related accounts$13,000223
Corporate Trust and Agency Accounts$643,00031
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$42,000243
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000264
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,517,00072
Number of Managed Accounts$2,578,00063
Personal Trust and Agency Accounts$1,263,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00096
Employee Benefit-defined Benefit Accounts$28,00040
Number of other employee benefit and retirement-related accounts$381,00096
Corporate Trust and Agency Accounts$33,00031
Number of managed investment management and investment advisory agency accounts$470,000104
Number of foundation and endowment trust and agency accounts, managed assets$345,00020
Other Fiduciary Accounts$19,00041
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$381,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$939,00076
Personal Trust and Agency Accounts$15,000344
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$305,00036
Employee Benefit-defined Benefit Accounts$4,00077
Number non-managed other employee benefit and retirement-related accounts$15,000436
Corporate Trust and Agency Accounts$599,00031
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$1,000142
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$48,000344
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000519
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,464,00071
Number of Managed Accounts$2,546,00063
Personal Trust and Agency Accounts$1,183,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00089
Employee Benefit-defined Benefit Accounts$29,00034
Number of other employee benefit and retirement-related accounts$372,00094
Corporate Trust and Agency Accounts$32,00018
Number of managed investment management and investment advisory agency accounts$527,00090
Number of foundation and endowment trust and agency accounts, managed assets$342,00020
Other Fiduciary Accounts$19,00031
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$372,00084
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$918,00069
Personal Trust and Agency Accounts$13,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$303,00033
Employee Benefit-defined Benefit Accounts$4,00072
Number non-managed other employee benefit and retirement-related accounts$15,000208
Corporate Trust and Agency Accounts$583,00030
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$50,000227
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000242
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,492,00073
Number of Managed Accounts$2,550,00063
Personal Trust and Agency Accounts$1,205,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,00084
Employee Benefit-defined Benefit Accounts$30,00033
Number of other employee benefit and retirement-related accounts$366,00094
Corporate Trust and Agency Accounts$31,00017
Number of managed investment management and investment advisory agency accounts$503,00095
Number of foundation and endowment trust and agency accounts, managed assets$347,00019
Other Fiduciary Accounts$21,00028
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$366,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$942,00066
Personal Trust and Agency Accounts$12,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$307,00035
Employee Benefit-defined Benefit Accounts$4,00074
Number non-managed other employee benefit and retirement-related accounts$15,000214
Corporate Trust and Agency Accounts$604,00030
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$50,000231
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000248
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,481,00075
Number of Managed Accounts$2,559,00063
Personal Trust and Agency Accounts$1,219,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,00084
Employee Benefit-defined Benefit Accounts$31,00032
Number of other employee benefit and retirement-related accounts$362,00096
Corporate Trust and Agency Accounts$31,00017
Number of managed investment management and investment advisory agency accounts$503,00093
Number of foundation and endowment trust and agency accounts, managed assets$346,00020
Other Fiduciary Accounts$18,00028
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$362,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$922,00065
Personal Trust and Agency Accounts$9,000190
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$314,00036
Employee Benefit-defined Benefit Accounts$4,00073
Number non-managed other employee benefit and retirement-related accounts$15,000217
Corporate Trust and Agency Accounts$579,00030
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$51,000227
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000253
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,539,00074
Number of Managed Accounts$2,582,00062
Personal Trust and Agency Accounts$1,236,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00089
Employee Benefit-defined Benefit Accounts$30,00035
Number of other employee benefit and retirement-related accounts$367,00097
Corporate Trust and Agency Accounts$30,00029
Number of managed investment management and investment advisory agency accounts$507,00092
Number of foundation and endowment trust and agency accounts, managed assets$344,00020
Other Fiduciary Accounts$17,00040
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$367,00086
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$957,00068
Personal Trust and Agency Accounts$9,000425
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$313,00036
Employee Benefit-defined Benefit Accounts$5,00072
Number non-managed other employee benefit and retirement-related accounts$17,000422
Corporate Trust and Agency Accounts$612,00031
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$1,000136
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$58,000312
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000495
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,553,00073
Number of Managed Accounts$2,588,00065
Personal Trust and Agency Accounts$1,243,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00080
Employee Benefit-defined Benefit Accounts$29,00034
Number of other employee benefit and retirement-related accounts$369,00094
Corporate Trust and Agency Accounts$32,00017
Number of managed investment management and investment advisory agency accounts$503,00089
Number of foundation and endowment trust and agency accounts, managed assets$345,00020
Other Fiduciary Accounts$16,00036
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$369,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$965,00061
Personal Trust and Agency Accounts$8,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$306,00037
Employee Benefit-defined Benefit Accounts$4,00073
Number non-managed other employee benefit and retirement-related accounts$17,000207
Corporate Trust and Agency Accounts$630,00030
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$58,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000230
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,569,00072
Number of Managed Accounts$2,612,00064
Personal Trust and Agency Accounts$1,263,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00081
Employee Benefit-defined Benefit Accounts$29,00033
Number of other employee benefit and retirement-related accounts$368,00096
Corporate Trust and Agency Accounts$32,00016
Number of managed investment management and investment advisory agency accounts$509,00093
Number of foundation and endowment trust and agency accounts, managed assets$344,00020
Other Fiduciary Accounts$16,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$368,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$957,00063
Personal Trust and Agency Accounts$8,000203
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$303,00037
Employee Benefit-defined Benefit Accounts$4,00077
Number non-managed other employee benefit and retirement-related accounts$17,000212
Corporate Trust and Agency Accounts$625,00031
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$60,000209
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000234
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$4,042,00066
Number of Managed Accounts$3,056,00054
Personal Trust and Agency Accounts$1,345,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00049
Employee Benefit-defined Benefit Accounts$48,00029
Number of other employee benefit and retirement-related accounts$383,00087
Corporate Trust and Agency Accounts$31,00019
Number of managed investment management and investment advisory agency accounts$729,00065
Number of foundation and endowment trust and agency accounts, managed assets$410,00014
Other Fiduciary Accounts$16,00031
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$383,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$986,00064
Personal Trust and Agency Accounts$8,000199
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$310,00038
Employee Benefit-defined Benefit Accounts$14,00058
Number non-managed other employee benefit and retirement-related accounts$19,000197
Corporate Trust and Agency Accounts$635,00031
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$73,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000218
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,936,00069
Number of Managed Accounts$2,847,00058
Personal Trust and Agency Accounts$1,330,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00057
Employee Benefit-defined Benefit Accounts$48,00032
Number of other employee benefit and retirement-related accounts$367,00092
Corporate Trust and Agency Accounts$30,00030
Number of managed investment management and investment advisory agency accounts$606,00079
Number of foundation and endowment trust and agency accounts, managed assets$365,00015
Other Fiduciary Accounts$13,00057
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$367,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$1,089,00067
Personal Trust and Agency Accounts$11,000409
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$301,00040
Employee Benefit-defined Benefit Accounts$16,00054
Number non-managed other employee benefit and retirement-related accounts$19,000410
Corporate Trust and Agency Accounts$742,00031
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$78,000279
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000476
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,969,00066
Number of Managed Accounts$2,805,00058
Personal Trust and Agency Accounts$1,362,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00052
Employee Benefit-defined Benefit Accounts$48,00031
Number of other employee benefit and retirement-related accounts$356,00091
Corporate Trust and Agency Accounts$31,00017
Number of managed investment management and investment advisory agency accounts$582,00077
Number of foundation and endowment trust and agency accounts, managed assets$319,00020
Other Fiduciary Accounts$16,00036
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$356,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,164,00059
Personal Trust and Agency Accounts$11,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$299,00040
Employee Benefit-defined Benefit Accounts$17,00053
Number non-managed other employee benefit and retirement-related accounts$22,000182
Corporate Trust and Agency Accounts$815,00027
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$80,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000201
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,971,00068
Number of Managed Accounts$2,802,00058
Personal Trust and Agency Accounts$1,366,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00053
Employee Benefit-defined Benefit Accounts$48,00031
Number of other employee benefit and retirement-related accounts$353,00086
Corporate Trust and Agency Accounts$27,00016
Number of managed investment management and investment advisory agency accounts$588,00072
Number of foundation and endowment trust and agency accounts, managed assets$316,00019
Other Fiduciary Accounts$14,00039
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$353,00075
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,169,00062
Personal Trust and Agency Accounts$11,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$299,00042
Employee Benefit-defined Benefit Accounts$16,00054
Number non-managed other employee benefit and retirement-related accounts$22,000181
Corporate Trust and Agency Accounts$821,00027
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$82,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000199
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,040,00070
Number of Managed Accounts$2,777,00057
Personal Trust and Agency Accounts$1,376,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00053
Employee Benefit-defined Benefit Accounts$49,00032
Number of other employee benefit and retirement-related accounts$341,00089
Corporate Trust and Agency Accounts$29,00017
Number of managed investment management and investment advisory agency accounts$570,00073
Number of foundation and endowment trust and agency accounts, managed assets$306,00018
Other Fiduciary Accounts$15,00039
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$341,00078
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,263,00060
Personal Trust and Agency Accounts$12,000190
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$300,00042
Employee Benefit-defined Benefit Accounts$18,00054
Number non-managed other employee benefit and retirement-related accounts$22,000181
Corporate Trust and Agency Accounts$910,00026
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$1,000106
Memoranda
Custody and Safekeeping Accounts$86,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000199
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$4,053,00075
Number of Managed Accounts$2,789,00059
Personal Trust and Agency Accounts$1,397,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00063
Employee Benefit-defined Benefit Accounts$48,00034
Number of other employee benefit and retirement-related accounts$339,00095
Corporate Trust and Agency Accounts$31,00026
Number of managed investment management and investment advisory agency accounts$564,00076
Number of foundation and endowment trust and agency accounts, managed assets$303,00022
Other Fiduciary Accounts$15,00054
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$339,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$1,264,00067
Personal Trust and Agency Accounts$15,000368
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$299,00043
Employee Benefit-defined Benefit Accounts$20,00052
Number non-managed other employee benefit and retirement-related accounts$27,000354
Corporate Trust and Agency Accounts$902,00028
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$1,000193
Memoranda
Custody and Safekeeping Accounts$86,000271
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000406
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Personal Trust and Agency Accounts$0376
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0342
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$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0386
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0306
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$01,701
Fiduciary or related activity$01,617
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Personal Trust and Agency Accounts$0383
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0305
Employee Benefit-defined Benefit Accounts$0225
Number of other employee benefit and retirement-related accounts$0346
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$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0393
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0311
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$01,711
Fiduciary or related activity$01,627
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Personal Trust and Agency Accounts$0385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$0348
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$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0393
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0312
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$01,723
Fiduciary or related activity$01,634
Number of Fiduciary Accounts and Related Asset Accounts$01,622
Number of Managed Accounts$01,520
Personal Trust and Agency Accounts$01,471
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0371
Number of other employee benefit and retirement-related accounts$0777
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$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,251
Personal Trust and Agency Accounts$0952
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0603
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$0812
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$01,749
Fiduciary or related activity$01,659
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0375
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$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0421
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0313
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$0330
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$01,767
Fiduciary or related activity$01,672
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Personal Trust and Agency Accounts$0415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0241
Number of other employee benefit and retirement-related accounts$0382
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$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0427
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$0336
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$01,777
Fiduciary or related activity$01,684
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Personal Trust and Agency Accounts$0425
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0240
Number of other employee benefit and retirement-related accounts$0388
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$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0433
Personal Trust and Agency Accounts$0363
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0342
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$01,786
Fiduciary or related activity$01,696
Number of Fiduciary Accounts and Related Asset Accounts$01,688
Number of Managed Accounts$01,582
Personal Trust and Agency Accounts$01,533
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0667
Employee Benefit-defined Benefit Accounts$0397
Number of other employee benefit and retirement-related accounts$0791
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$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,300
Personal Trust and Agency Accounts$0976
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$0860
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$01,805
Fiduciary or related activity$01,715
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Personal Trust and Agency Accounts$0406
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0317
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0369
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$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0417
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0332
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$01,809
Fiduciary or related activity$01,721
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Personal Trust and Agency Accounts$0414
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0323
Employee Benefit-defined Benefit Accounts$0244
Number of other employee benefit and retirement-related accounts$0373
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$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0422
Personal Trust and Agency Accounts$0355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0340
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$01,815
Fiduciary or related activity$01,720
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Personal Trust and Agency Accounts$0415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0374
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$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0425
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0333
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0340
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$01,827
Fiduciary or related activity$01,740
Number of Fiduciary Accounts and Related Asset Accounts$01,733
Number of Managed Accounts$01,625
Personal Trust and Agency Accounts$01,568
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0707
Employee Benefit-defined Benefit Accounts$0426
Number of other employee benefit and retirement-related accounts$0788
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$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,332
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0653
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$0854
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$01,839
Fiduciary or related activity$01,758
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Personal Trust and Agency Accounts$0398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0242
Number of other employee benefit and retirement-related accounts$0356
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$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0409
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$0326
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$01,855
Fiduciary or related activity$01,774
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Personal Trust and Agency Accounts$0402
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0248
Number of other employee benefit and retirement-related accounts$0358
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$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0412
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0331
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$01,863
Fiduciary or related activity$01,786
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Personal Trust and Agency Accounts$0426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0337
Employee Benefit-defined Benefit Accounts$0249
Number of other employee benefit and retirement-related accounts$0369
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$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0423
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0333
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$01,867
Fiduciary or related activity$01,792
Number of Fiduciary Accounts and Related Asset Accounts$01,788
Number of Managed Accounts$01,678
Personal Trust and Agency Accounts$01,622
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0756
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$0819
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$0919
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,373
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$0867
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$0974
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0370
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0414
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0397
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Personal Trust and Agency Accounts$0423
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0433
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Number of Fiduciary Accounts and Related Asset Accounts$01,812
Number of Managed Accounts$01,698
Personal Trust and Agency Accounts$01,639
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0767
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$0797
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$0911
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,368
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0701
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$0864
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$01,000
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0423
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$0404
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Personal Trust and Agency Accounts$0418
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0432
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$0409
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0438
Personal Trust and Agency Accounts$0364
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0417
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Personal Trust and Agency Accounts$01,694
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0794
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$0809
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$0932
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,417
Personal Trust and Agency Accounts$01,047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0727
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$0880
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$01,025
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Personal Trust and Agency Accounts$0432
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0446
Personal Trust and Agency Accounts$0370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$0430
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Personal Trust and Agency Accounts$0436
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0353
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$0387
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0448
Personal Trust and Agency Accounts$0377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$0431
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Personal Trust and Agency Accounts$0450
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0360
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0460
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$0442
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Personal Trust and Agency Accounts$01,748
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0834
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$0820
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$0941
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,465
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0764
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$0883
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$01,048
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed Accounts$01,766
Personal Trust and Agency Accounts$01,716
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0815
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$01,385
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0726
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$0971
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA