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Horizon Bank, Number of Fiduciary and Related Asset Accounts

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,350,000174
Number of Managed Accounts$1,193,000159
Personal Trust and Agency Accounts$299,000174
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000105
Employee Benefit-defined Benefit Accounts$12,00050
Number of other employee benefit and retirement-related accounts$515,000125
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$346,000166
Number of foundation and endowment trust and agency accounts, managed assets$2,000415
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$468,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$157,000184
Personal Trust and Agency Accounts$18,000256
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000285
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$34,000210
Corporate Trust and Agency Accounts$1,000168
Number of investment management and advisory agency accounts, non-managed assets$100,00021
Number (#) individual retirement, health savings, and other similar accounts$1,000127
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$48,000275
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$79,000156
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,495,000161
Number of Managed Accounts$1,324,000143
Personal Trust and Agency Accounts$301,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00021
Employee Benefit-defined Benefit Accounts$12,00049
Number of other employee benefit and retirement-related accounts$499,000125
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$341,000164
Number of foundation and endowment trust and agency accounts, managed assets$2,000257
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$453,000129
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$171,000142
Personal Trust and Agency Accounts$22,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000218
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$37,000122
Corporate Trust and Agency Accounts$1,00094
Number of investment management and advisory agency accounts, non-managed assets$107,00021
Number (#) individual retirement, health savings, and other similar accounts$1,00092
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$51,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$85,00093
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,525,000162
Number of Managed Accounts$1,346,000145
Personal Trust and Agency Accounts$305,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00019
Employee Benefit-defined Benefit Accounts$13,00044
Number of other employee benefit and retirement-related accounts$494,000127
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$348,000163
Number of foundation and endowment trust and agency accounts, managed assets$2,000301
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$448,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$179,000143
Personal Trust and Agency Accounts$26,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000232
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$32,000149
Corporate Trust and Agency Accounts$1,000111
Number of investment management and advisory agency accounts, non-managed assets$114,00019
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$1,00088
Memoranda
Custody and Safekeeping Accounts$51,000216
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$80,000107
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,633,000153
Number of Managed Accounts$1,436,000138
Personal Trust and Agency Accounts$315,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$274,00015
Employee Benefit-defined Benefit Accounts$13,00045
Number of other employee benefit and retirement-related accounts$493,000124
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$339,000165
Number of foundation and endowment trust and agency accounts, managed assets$2,000259
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$447,000131
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$197,000133
Personal Trust and Agency Accounts$23,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000174
Employee Benefit-defined Benefit Accounts$6,00053
Number non-managed other employee benefit and retirement-related accounts$38,000130
Corporate Trust and Agency Accounts$1,000100
Number of investment management and advisory agency accounts, non-managed assets$122,00019
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$1,00079
Memoranda
Custody and Safekeeping Accounts$54,000193
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$88,00093
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,641,000157
Number of Managed Accounts$1,454,000138
Personal Trust and Agency Accounts$319,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$278,00013
Employee Benefit-defined Benefit Accounts$15,00044
Number of other employee benefit and retirement-related accounts$496,000125
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$344,000163
Number of foundation and endowment trust and agency accounts, managed assets$2,000417
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$450,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$187,000164
Personal Trust and Agency Accounts$23,000221
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000295
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$39,000204
Corporate Trust and Agency Accounts$1,000189
Number of investment management and advisory agency accounts, non-managed assets$117,00021
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$1,000134
Memoranda
Custody and Safekeeping Accounts$60,000252
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$90,000145
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,653,000152
Number of Managed Accounts$1,465,000137
Personal Trust and Agency Accounts$320,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$284,00013
Employee Benefit-defined Benefit Accounts$17,00041
Number of other employee benefit and retirement-related accounts$495,000120
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$347,000159
Number of foundation and endowment trust and agency accounts, managed assets$2,000258
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$454,000127
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$188,000132
Personal Trust and Agency Accounts$21,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000220
Employee Benefit-defined Benefit Accounts$5,00060
Number non-managed other employee benefit and retirement-related accounts$34,000143
Corporate Trust and Agency Accounts$1,000103
Number of investment management and advisory agency accounts, non-managed assets$124,00020
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$2,00067
Memoranda
Custody and Safekeeping Accounts$62,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$86,00097
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,690,000151
Number of Managed Accounts$1,492,000138
Personal Trust and Agency Accounts$327,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$290,00012
Employee Benefit-defined Benefit Accounts$18,00039
Number of other employee benefit and retirement-related accounts$508,000119
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$347,000159
Number of foundation and endowment trust and agency accounts, managed assets$2,000293
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$462,000125
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$198,000137
Personal Trust and Agency Accounts$22,000149
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000244
Employee Benefit-defined Benefit Accounts$6,00060
Number non-managed other employee benefit and retirement-related accounts$32,000154
Corporate Trust and Agency Accounts$1,000112
Number of investment management and advisory agency accounts, non-managed assets$134,00019
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$2,00081
Memoranda
Custody and Safekeeping Accounts$69,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$94,000103
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,738,000146
Number of Managed Accounts$1,521,000136
Personal Trust and Agency Accounts$331,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$292,00012
Employee Benefit-defined Benefit Accounts$18,00038
Number of other employee benefit and retirement-related accounts$514,000114
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$364,000152
Number of foundation and endowment trust and agency accounts, managed assets$2,000263
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$467,000119
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$217,000128
Personal Trust and Agency Accounts$31,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000188
Employee Benefit-defined Benefit Accounts$7,00056
Number non-managed other employee benefit and retirement-related accounts$31,000147
Corporate Trust and Agency Accounts$1,000102
Number of investment management and advisory agency accounts, non-managed assets$141,00018
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$2,00071
Memoranda
Custody and Safekeeping Accounts$75,000162
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$100,00092
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,771,000152
Number of Managed Accounts$1,558,000136
Personal Trust and Agency Accounts$350,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$286,00013
Employee Benefit-defined Benefit Accounts$20,00039
Number of other employee benefit and retirement-related accounts$514,000118
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$386,000145
Number of foundation and endowment trust and agency accounts, managed assets$2,000418
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$464,000128
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$213,000160
Personal Trust and Agency Accounts$21,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000310
Employee Benefit-defined Benefit Accounts$7,00059
Number non-managed other employee benefit and retirement-related accounts$36,000221
Corporate Trust and Agency Accounts$2,000166
Number of investment management and advisory agency accounts, non-managed assets$144,00018
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$2,000122
Memoranda
Custody and Safekeeping Accounts$79,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$109,000133
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,734,000149
Number of Managed Accounts$1,593,000131
Personal Trust and Agency Accounts$349,000146
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$292,00012
Employee Benefit-defined Benefit Accounts$20,00038
Number of other employee benefit and retirement-related accounts$526,000109
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$400,000142
Number of foundation and endowment trust and agency accounts, managed assets$5,000244
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$476,000117
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$141,000164
Personal Trust and Agency Accounts$13,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000225
Employee Benefit-defined Benefit Accounts$6,00056
Number non-managed other employee benefit and retirement-related accounts$36,000139
Corporate Trust and Agency Accounts$2,00089
Number of investment management and advisory agency accounts, non-managed assets$81,00028
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$2,00072
Memoranda
Custody and Safekeeping Accounts$148,000124
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00084
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,735,000151
Number of Managed Accounts$1,616,000130
Personal Trust and Agency Accounts$355,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$293,00012
Employee Benefit-defined Benefit Accounts$20,00038
Number of other employee benefit and retirement-related accounts$531,000110
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$411,000136
Number of foundation and endowment trust and agency accounts, managed assets$5,000264
Other Fiduciary Accounts$1,000104
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$480,000118
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$119,000180
Personal Trust and Agency Accounts$9,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000242
Employee Benefit-defined Benefit Accounts$6,00057
Number non-managed other employee benefit and retirement-related accounts$27,000165
Corporate Trust and Agency Accounts$3,00095
Number of investment management and advisory agency accounts, non-managed assets$71,00034
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$2,00082
Memoranda
Custody and Safekeeping Accounts$152,000129
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$102,00096
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,801,000146
Number of Managed Accounts$1,591,000128
Personal Trust and Agency Accounts$371,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$283,00015
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$552,000107
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$381,000146
Number of foundation and endowment trust and agency accounts, managed assets$2,000296
Other Fiduciary Accounts$2,00097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$552,000105
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$210,000140
Personal Trust and Agency Accounts$50,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000248
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$70,00096
Corporate Trust and Agency Accounts$2,000101
Number of investment management and advisory agency accounts, non-managed assets$69,00036
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$16,00041
Memoranda
Custody and Safekeeping Accounts$46,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$70,000121
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,544,000160
Number of Managed Accounts$1,422,000138
Personal Trust and Agency Accounts$256,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00018
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$543,000106
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$393,000137
Number of foundation and endowment trust and agency accounts, managed assets$2,000426
Other Fiduciary Accounts$1,000173
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$543,000103
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$122,000236
Personal Trust and Agency Accounts$6,000408
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000318
Employee Benefit-defined Benefit Accounts$2,00091
Number non-managed other employee benefit and retirement-related accounts$25,000285
Corporate Trust and Agency Accounts$2,000170
Number of investment management and advisory agency accounts, non-managed assets$71,00038
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$15,00059
Memoranda
Custody and Safekeeping Accounts$60,000245
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$84,000157
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,560,000156
Number of Managed Accounts$1,434,000134
Personal Trust and Agency Accounts$263,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$224,00018
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$546,000103
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$398,000136
Number of foundation and endowment trust and agency accounts, managed assets$2,000296
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$546,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$126,000181
Personal Trust and Agency Accounts$6,000224
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000246
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$26,000170
Corporate Trust and Agency Accounts$2,000103
Number of investment management and advisory agency accounts, non-managed assets$73,00034
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$16,00041
Memoranda
Custody and Safekeeping Accounts$66,000188
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$90,000105
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,562,000158
Number of Managed Accounts$1,438,000135
Personal Trust and Agency Accounts$268,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00018
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$546,000100
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$399,000137
Number of foundation and endowment trust and agency accounts, managed assets$2,000297
Other Fiduciary Accounts$1,000103
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$546,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$124,000190
Personal Trust and Agency Accounts$5,000236
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000249
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$30,000160
Corporate Trust and Agency Accounts$2,000105
Number of investment management and advisory agency accounts, non-managed assets$68,00035
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$16,00044
Memoranda
Custody and Safekeeping Accounts$74,000179
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$102,00098
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,573,000159
Number of Managed Accounts$1,453,000132
Personal Trust and Agency Accounts$276,000183
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00018
Employee Benefit-defined Benefit Accounts$2,000133
Number of other employee benefit and retirement-related accounts$553,00095
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$400,000136
Number of foundation and endowment trust and agency accounts, managed assets$2,000294
Other Fiduciary Accounts$1,000105
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0358
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$120,000192
Personal Trust and Agency Accounts$7,000222
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000251
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$26,000168
Corporate Trust and Agency Accounts$2,000105
Number of investment management and advisory agency accounts, non-managed assets$67,00035
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$15,00041
Memoranda
Custody and Safekeeping Accounts$83,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0354
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,568,000162
Number of Managed Accounts$1,453,000135
Personal Trust and Agency Accounts$283,000188
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$215,00019
Employee Benefit-defined Benefit Accounts$2,000150
Number of other employee benefit and retirement-related accounts$554,00095
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$396,000140
Number of foundation and endowment trust and agency accounts, managed assets$2,000419
Other Fiduciary Accounts$1,000185
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$553,00093
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$115,000253
Personal Trust and Agency Accounts$5,000445
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000323
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$25,000291
Corporate Trust and Agency Accounts$2,000179
Number of investment management and advisory agency accounts, non-managed assets$64,00040
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$16,00055
Memoranda
Custody and Safekeeping Accounts$107,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$107,000136
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$3,647,00070
Number of Managed Accounts$3,524,00057
Personal Trust and Agency Accounts$288,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,301,0003
Employee Benefit-defined Benefit Accounts$2,000134
Number of other employee benefit and retirement-related accounts$544,00095
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$386,000142
Number of foundation and endowment trust and agency accounts, managed assets$2,000285
Other Fiduciary Accounts$1,000113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$543,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$123,000187
Personal Trust and Agency Accounts$4,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$2,00081
Number non-managed other employee benefit and retirement-related accounts$34,000146
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$68,00033
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$14,00043
Memoranda
Custody and Safekeeping Accounts$116,000136
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$116,00091
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$1,578,000155
Number of Managed Accounts$1,453,000131
Personal Trust and Agency Accounts$294,000174
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00018
Employee Benefit-defined Benefit Accounts$2,000135
Number of other employee benefit and retirement-related accounts$537,00095
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$388,000137
Number of foundation and endowment trust and agency accounts, managed assets$2,000283
Other Fiduciary Accounts$1,000111
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$536,00094
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000184
Personal Trust and Agency Accounts$4,000250
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$2,00080
Number non-managed other employee benefit and retirement-related accounts$36,000142
Corporate Trust and Agency Accounts$2,000107
Number of investment management and advisory agency accounts, non-managed assets$65,00034
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$15,00040
Memoranda
Custody and Safekeeping Accounts$85,000162
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$120,00089
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,589,000151
Number of Managed Accounts$1,469,000127
Personal Trust and Agency Accounts$300,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$234,00017
Employee Benefit-defined Benefit Accounts$2,000134
Number of other employee benefit and retirement-related accounts$538,00092
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$392,000133
Number of foundation and endowment trust and agency accounts, managed assets$2,000287
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$537,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$120,000183
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$36,000140
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$64,00032
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$13,00052
Memoranda
Custody and Safekeeping Accounts$85,000165
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$120,00088
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,598,000149
Number of Managed Accounts$1,473,000125
Personal Trust and Agency Accounts$300,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$228,00017
Employee Benefit-defined Benefit Accounts$2,000151
Number of other employee benefit and retirement-related accounts$545,00090
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$395,000133
Number of foundation and endowment trust and agency accounts, managed assets$2,000419
Other Fiduciary Accounts$1,000179
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$544,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$125,000245
Personal Trust and Agency Accounts$4,000474
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000328
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$44,000214
Corporate Trust and Agency Accounts$1,000211
Number of investment management and advisory agency accounts, non-managed assets$58,00034
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$15,00065
Memoranda
Custody and Safekeeping Accounts$75,000223
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$118,000132
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,743,000133
Number of Managed Accounts$1,558,000113
Personal Trust and Agency Accounts$360,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00018
Employee Benefit-defined Benefit Accounts$2,000137
Number of other employee benefit and retirement-related accounts$566,00085
Corporate Trust and Agency Accounts$1,00072
Number of managed investment management and investment advisory agency accounts$406,000131
Number of foundation and endowment trust and agency accounts, managed assets$3,000274
Other Fiduciary Accounts$1,000103
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$566,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$185,000153
Personal Trust and Agency Accounts$4,000252
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000250
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$100,00082
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$58,00032
Number (#) individual retirement, health savings, and other similar accounts$1,000110
Other Fiduciary Accounts$18,00042
Memoranda
Custody and Safekeeping Accounts$73,000179
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$172,00073
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,667,000137
Number of Managed Accounts$1,498,000122
Personal Trust and Agency Accounts$343,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$209,00018
Employee Benefit-defined Benefit Accounts$3,000123
Number of other employee benefit and retirement-related accounts$556,00086
Corporate Trust and Agency Accounts$1,00070
Number of managed investment management and investment advisory agency accounts$383,000136
Number of foundation and endowment trust and agency accounts, managed assets$3,000274
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$556,00081
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$169,000161
Personal Trust and Agency Accounts$9,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000240
Employee Benefit-defined Benefit Accounts$1,000107
Number non-managed other employee benefit and retirement-related accounts$77,00094
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$63,00030
Number (#) individual retirement, health savings, and other similar accounts$1,000114
Other Fiduciary Accounts$15,00045
Memoranda
Custody and Safekeeping Accounts$54,000210
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$131,00085
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,505,000156
Number of Managed Accounts$1,388,000133
Personal Trust and Agency Accounts$282,000182
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00018
Employee Benefit-defined Benefit Accounts$3,000124
Number of other employee benefit and retirement-related accounts$517,00090
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$381,000136
Number of foundation and endowment trust and agency accounts, managed assets$2,000281
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$517,00084
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$117,000191
Personal Trust and Agency Accounts$6,000226
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$1,000107
Number non-managed other employee benefit and retirement-related accounts$29,000169
Corporate Trust and Agency Accounts$1,000123
Number of investment management and advisory agency accounts, non-managed assets$63,00030
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$16,00044
Memoranda
Custody and Safekeeping Accounts$52,000214
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$81,000114
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,617,000146
Number of Managed Accounts$1,386,000129
Personal Trust and Agency Accounts$278,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00018
Employee Benefit-defined Benefit Accounts$3,000136
Number of other employee benefit and retirement-related accounts$520,00088
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$379,000136
Number of foundation and endowment trust and agency accounts, managed assets$1,000448
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$520,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$231,000163
Personal Trust and Agency Accounts$6,000446
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000356
Employee Benefit-defined Benefit Accounts$1,000123
Number non-managed other employee benefit and retirement-related accounts$145,00091
Corporate Trust and Agency Accounts$1,000216
Number of investment management and advisory agency accounts, non-managed assets$54,00037
Number (#) individual retirement, health savings, and other similar accounts$1,000138
Other Fiduciary Accounts$22,00053
Memoranda
Custody and Safekeeping Accounts$55,000282
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$200,00093
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,624,000141
Number of Managed Accounts$1,394,000124
Personal Trust and Agency Accounts$300,000176
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$193,00018
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$508,00092
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$377,000134
Number of foundation and endowment trust and agency accounts, managed assets$14,000198
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$508,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$230,000136
Personal Trust and Agency Accounts$6,000227
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000255
Employee Benefit-defined Benefit Accounts$3,00077
Number non-managed other employee benefit and retirement-related accounts$147,00061
Corporate Trust and Agency Accounts$1,000125
Number of investment management and advisory agency accounts, non-managed assets$53,00034
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$18,00045
Memoranda
Custody and Safekeeping Accounts$63,000200
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$210,00065
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,363,000167
Number of Managed Accounts$1,259,000145
Personal Trust and Agency Accounts$223,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00019
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$500,00095
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$349,000141
Number of foundation and endowment trust and agency accounts, managed assets$0295
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$500,00086
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$104,000196
Personal Trust and Agency Accounts$8,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$22,000183
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$54,00036
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$18,00046
Memoranda
Custody and Safekeeping Accounts$56,000218
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$78,000117
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,411,000160
Number of Managed Accounts$1,303,000137
Personal Trust and Agency Accounts$233,000217
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$208,00015
Employee Benefit-defined Benefit Accounts$2,000144
Number of other employee benefit and retirement-related accounts$509,00086
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$351,000142
Number of foundation and endowment trust and agency accounts, managed assets$0292
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$509,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$108,000189
Personal Trust and Agency Accounts$6,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$24,000186
Corporate Trust and Agency Accounts$1,000131
Number of investment management and advisory agency accounts, non-managed assets$57,00034
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$19,00045
Memoranda
Custody and Safekeeping Accounts$56,000213
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$80,000120
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,404,000163
Number of Managed Accounts$1,299,000135
Personal Trust and Agency Accounts$232,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$207,00017
Employee Benefit-defined Benefit Accounts$2,000170
Number of other employee benefit and retirement-related accounts$503,00086
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$355,000139
Number of foundation and endowment trust and agency accounts, managed assets$0495
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$503,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$105,000279
Personal Trust and Agency Accounts$6,000462
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0495
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$27,000320
Corporate Trust and Agency Accounts$1,000234
Number of investment management and advisory agency accounts, non-managed assets$57,00036
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$14,00079
Memoranda
Custody and Safekeeping Accounts$60,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$87,000183
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,400,000161
Number of Managed Accounts$1,292,000135
Personal Trust and Agency Accounts$230,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$206,00016
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$503,00083
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$351,000142
Number of foundation and endowment trust and agency accounts, managed assets$0293
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$503,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$108,000191
Personal Trust and Agency Accounts$6,000224
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$28,000171
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$59,00033
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$14,00052
Memoranda
Custody and Safekeeping Accounts$64,000202
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$87,000115
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,394,000163
Number of Managed Accounts$1,285,000133
Personal Trust and Agency Accounts$224,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$212,00014
Employee Benefit-defined Benefit Accounts$2,000152
Number of other employee benefit and retirement-related accounts$497,00081
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$350,000142
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$497,00074
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$109,000192
Personal Trust and Agency Accounts$8,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$27,000176
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$57,00035
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$15,00052
Memoranda
Custody and Safekeeping Accounts$70,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$92,000113
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,376,000165
Number of Managed Accounts$1,264,000139
Personal Trust and Agency Accounts$232,000218
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00016
Employee Benefit-defined Benefit Accounts$1,000173
Number of other employee benefit and retirement-related accounts$476,00083
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$352,000143
Number of foundation and endowment trust and agency accounts, managed assets$0290
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$476,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$112,000196
Personal Trust and Agency Accounts$9,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000271
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$29,000169
Corporate Trust and Agency Accounts$1,000121
Number of investment management and advisory agency accounts, non-managed assets$56,00036
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$16,00052
Memoranda
Custody and Safekeeping Accounts$73,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$97,000115
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$1,355,000173
Number of Managed Accounts$1,239,000140
Personal Trust and Agency Accounts$238,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00017
Employee Benefit-defined Benefit Accounts$2,000168
Number of other employee benefit and retirement-related accounts$441,00088
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$355,000141
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$441,00082
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$116,000278
Personal Trust and Agency Accounts$9,000424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000398
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$29,000303
Corporate Trust and Agency Accounts$1,000237
Number of investment management and advisory agency accounts, non-managed assets$62,00033
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$14,00080
Memoranda
Custody and Safekeeping Accounts$73,000264
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$97,000174
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$1,344,000166
Number of Managed Accounts$1,224,000135
Personal Trust and Agency Accounts$235,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$201,00014
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$426,00087
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$358,000136
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$426,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$120,000195
Personal Trust and Agency Accounts$12,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$31,000164
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$59,00032
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$16,00049
Memoranda
Custody and Safekeeping Accounts$80,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$106,000105
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$1,037,000194
Number of Managed Accounts$924,000167
Personal Trust and Agency Accounts$222,000219
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00014
Employee Benefit-defined Benefit Accounts$4,000114
Number of other employee benefit and retirement-related accounts$426,00084
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$69,000291
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$426,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$113,000202
Personal Trust and Agency Accounts$8,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$31,000167
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$55,00033
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$17,00048
Memoranda
Custody and Safekeeping Accounts$68,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$94,000119
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$1,348,000163
Number of Managed Accounts$1,222,000130
Personal Trust and Agency Accounts$221,000219
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$200,00015
Employee Benefit-defined Benefit Accounts$4,000112
Number of other employee benefit and retirement-related accounts$424,00085
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$373,000131
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$424,00077
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$126,000194
Personal Trust and Agency Accounts$16,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000267
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$34,000163
Corporate Trust and Agency Accounts$1,000119
Number of investment management and advisory agency accounts, non-managed assets$57,00034
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$17,00050
Memoranda
Custody and Safekeeping Accounts$62,000209
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$91,000123
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$1,343,000170
Number of Managed Accounts$1,215,000134
Personal Trust and Agency Accounts$222,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$213,00018
Employee Benefit-defined Benefit Accounts$4,000128
Number of other employee benefit and retirement-related accounts$401,00092
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$375,000132
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$401,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$128,000276
Personal Trust and Agency Accounts$17,000328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000422
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$33,000301
Corporate Trust and Agency Accounts$1,000241
Number of investment management and advisory agency accounts, non-managed assets$59,00036
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$17,00073
Memoranda
Custody and Safekeeping Accounts$60,000302
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$88,000209
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$1,313,000163
Number of Managed Accounts$1,190,000134
Personal Trust and Agency Accounts$212,000221
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$210,00015
Employee Benefit-defined Benefit Accounts$5,000104
Number of other employee benefit and retirement-related accounts$389,00090
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$374,000127
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$389,00083
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$123,000186
Personal Trust and Agency Accounts$16,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$31,000164
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$57,00030
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$18,00049
Memoranda
Custody and Safekeeping Accounts$56,000210
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$82,000121
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$1,328,000157
Number of Managed Accounts$1,206,000129
Personal Trust and Agency Accounts$218,000217
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$210,00016
Employee Benefit-defined Benefit Accounts$5,000103
Number of other employee benefit and retirement-related accounts$387,00088
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$386,000122
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$387,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$122,000188
Personal Trust and Agency Accounts$17,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000247
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$31,000165
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$54,00030
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$18,00050
Memoranda
Custody and Safekeeping Accounts$52,000227
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$78,000125
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$1,310,000159
Number of Managed Accounts$1,186,000130
Personal Trust and Agency Accounts$218,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$206,00015
Employee Benefit-defined Benefit Accounts$6,00093
Number of other employee benefit and retirement-related accounts$377,00089
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$379,000121
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$377,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$124,000188
Personal Trust and Agency Accounts$17,000152
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000249
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$32,000165
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$56,00030
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$17,00052
Memoranda
Custody and Safekeeping Accounts$36,000253
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$63,000143
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$1,313,000163
Number of Managed Accounts$1,194,000131
Personal Trust and Agency Accounts$222,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00018
Employee Benefit-defined Benefit Accounts$6,00099
Number of other employee benefit and retirement-related accounts$380,00089
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$381,000118
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$380,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$119,000282
Personal Trust and Agency Accounts$16,000324
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000384
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$27,000341
Corporate Trust and Agency Accounts$1,000255
Number of investment management and advisory agency accounts, non-managed assets$56,00033
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$17,00077
Memoranda
Custody and Safekeeping Accounts$32,000417
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$54,000281
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$1,337,000154
Number of Managed Accounts$1,212,000130
Personal Trust and Agency Accounts$230,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$214,00015
Employee Benefit-defined Benefit Accounts$6,00093
Number of other employee benefit and retirement-related accounts$378,00090
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$384,000115
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$378,00078
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000187
Personal Trust and Agency Accounts$16,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000251
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$29,000170
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$62,00021
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$16,00051
Memoranda
Custody and Safekeeping Accounts$13,000309
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000177
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$1,349,000156
Number of Managed Accounts$1,222,000128
Personal Trust and Agency Accounts$230,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$225,00015
Employee Benefit-defined Benefit Accounts$6,00091
Number of other employee benefit and retirement-related accounts$380,00091
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$381,000115
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$380,00080
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$127,000191
Personal Trust and Agency Accounts$16,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000236
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$27,000175
Corporate Trust and Agency Accounts$1,000129
Number of investment management and advisory agency accounts, non-managed assets$62,00022
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$17,00051
Memoranda
Custody and Safekeeping Accounts$9,000328
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000188
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$1,344,000152
Number of Managed Accounts$1,213,000125
Personal Trust and Agency Accounts$227,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$220,00015
Employee Benefit-defined Benefit Accounts$7,00086
Number of other employee benefit and retirement-related accounts$375,00089
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$384,000112
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$375,00079
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$131,000190
Personal Trust and Agency Accounts$15,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000242
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$28,000174
Corporate Trust and Agency Accounts$1,000133
Number of investment management and advisory agency accounts, non-managed assets$63,00022
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$21,00046
Memoranda
Custody and Safekeeping Accounts$2,000363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000195
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$1,335,000164
Number of Managed Accounts$1,149,000135
Personal Trust and Agency Accounts$207,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00018
Employee Benefit-defined Benefit Accounts$8,00089
Number of other employee benefit and retirement-related accounts$345,000103
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$342,000129
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$7,00092
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$345,00092
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$810,00045
Number of Non-Managed Accounts$186,000228
Personal Trust and Agency Accounts$16,000352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000354
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$70,000199
Corporate Trust and Agency Accounts$1,000273
Number of investment management and advisory agency accounts, non-managed assets$66,00025
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$30,00067
Memoranda
Custody and Safekeeping Accounts$79,000273
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$66,000245
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$1,326,000154
Number of Managed Accounts$1,145,000129
Personal Trust and Agency Accounts$212,000228
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00016
Employee Benefit-defined Benefit Accounts$8,00083
Number of other employee benefit and retirement-related accounts$345,00095
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$333,000126
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$7,00059
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$345,00087
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$181,000165
Personal Trust and Agency Accounts$17,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000240
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$62,000123
Corporate Trust and Agency Accounts$1,000143
Number of investment management and advisory agency accounts, non-managed assets$68,00021
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$30,00043
Memoranda
Custody and Safekeeping Accounts$90,000168
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$58,000137
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,316,000154
Number of Managed Accounts$1,138,000129
Personal Trust and Agency Accounts$204,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00015
Employee Benefit-defined Benefit Accounts$8,00087
Number of other employee benefit and retirement-related accounts$342,00091
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$329,000128
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$7,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$342,00081
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$178,000168
Personal Trust and Agency Accounts$17,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$57,000125
Corporate Trust and Agency Accounts$2,000136
Number of investment management and advisory agency accounts, non-managed assets$68,00018
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$30,00044
Memoranda
Custody and Safekeeping Accounts$89,000171
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$53,000141
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,286,000162
Number of Managed Accounts$1,104,000134
Personal Trust and Agency Accounts$206,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00018
Employee Benefit-defined Benefit Accounts$8,00086
Number of other employee benefit and retirement-related accounts$344,00088
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$334,000126
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$7,00058
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$344,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$182,000166
Personal Trust and Agency Accounts$15,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000232
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$61,000118
Corporate Trust and Agency Accounts$2,000136
Number of investment management and advisory agency accounts, non-managed assets$68,00018
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$32,00042
Memoranda
Custody and Safekeeping Accounts$95,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$57,000130
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,226,000179
Number of Managed Accounts$1,041,000144
Personal Trust and Agency Accounts$206,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00038
Employee Benefit-defined Benefit Accounts$8,00091
Number of other employee benefit and retirement-related accounts$342,00093
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$335,000131
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$7,00091
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$28,000415
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$185,000230
Personal Trust and Agency Accounts$15,000368
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000361
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$64,000211
Corporate Trust and Agency Accounts$2,000270
Number of investment management and advisory agency accounts, non-managed assets$69,00021
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$32,00062
Memoranda
Custody and Safekeeping Accounts$98,000237
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000734
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,166,000175
Number of Managed Accounts$1,045,000140
Personal Trust and Agency Accounts$208,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$141,00033
Employee Benefit-defined Benefit Accounts$8,00081
Number of other employee benefit and retirement-related accounts$339,00088
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$342,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00059
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$121,000196
Personal Trust and Agency Accounts$14,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000237
Employee Benefit-defined Benefit Accounts$1,000121
Number non-managed other employee benefit and retirement-related accounts$63,000119
Corporate Trust and Agency Accounts$5,000119
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$35,00045
Memoranda
Custody and Safekeeping Accounts$100,000165
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