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JPMorgan Chase Bank, Number of Fiduciary and Related Asset Accounts

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$177,478,0006
Number of Managed Accounts$151,697,0003
Personal Trust and Agency Accounts$17,752,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$316,00011
Employee Benefit-defined Benefit Accounts$329,0004
Number of other employee benefit and retirement-related accounts$27,827,0005
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$104,334,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,123,00010
Other Fiduciary Accounts$16,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,320,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$27,821,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,781,00011
Personal Trust and Agency Accounts$603,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00084
Employee Benefit-defined Benefit Accounts$115,00020
Number non-managed other employee benefit and retirement-related accounts$95,00081
Corporate Trust and Agency Accounts$1,743,00021
Number of investment management and advisory agency accounts, non-managed assets$22,569,0001
Number (#) individual retirement, health savings, and other similar accounts$78,00015
Other Fiduciary Accounts$525,00012
Memoranda
Custody and Safekeeping Accounts$438,092,0005
Fiduciary Accounts Held in Foreign Offices$259,232,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$17,795,00015
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$178,035,0006
Number of Managed Accounts$152,476,0003
Personal Trust and Agency Accounts$18,169,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$312,00012
Employee Benefit-defined Benefit Accounts$324,0004
Number of other employee benefit and retirement-related accounts$28,176,0005
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$104,333,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,132,00010
Other Fiduciary Accounts$30,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,148,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$28,170,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,559,00012
Personal Trust and Agency Accounts$615,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00086
Employee Benefit-defined Benefit Accounts$118,00019
Number non-managed other employee benefit and retirement-related accounts$99,00083
Corporate Trust and Agency Accounts$1,730,00023
Number of investment management and advisory agency accounts, non-managed assets$22,308,0001
Number (#) individual retirement, health savings, and other similar accounts$77,00015
Other Fiduciary Accounts$559,00012
Memoranda
Custody and Safekeeping Accounts$438,329,0005
Fiduciary Accounts Held in Foreign Offices$261,510,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$17,898,00016
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$178,180,0006
Number of Managed Accounts$152,534,0003
Personal Trust and Agency Accounts$18,483,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$311,00011
Employee Benefit-defined Benefit Accounts$326,0004
Number of other employee benefit and retirement-related accounts$28,458,0005
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$103,764,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,162,00011
Other Fiduciary Accounts$30,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,165,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$28,452,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$78,494,0001
Number of Non-Managed Accounts$25,646,00012
Personal Trust and Agency Accounts$631,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00091
Employee Benefit-defined Benefit Accounts$117,00019
Number non-managed other employee benefit and retirement-related accounts$100,000112
Corporate Trust and Agency Accounts$1,741,00022
Number of investment management and advisory agency accounts, non-managed assets$22,396,0001
Number (#) individual retirement, health savings, and other similar accounts$75,00015
Other Fiduciary Accounts$536,00015
Memoranda
Custody and Safekeeping Accounts$433,788,0005
Fiduciary Accounts Held in Foreign Offices$259,057,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$18,086,00016
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$182,134,0005
Number of Managed Accounts$156,202,0003
Personal Trust and Agency Accounts$18,806,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$308,00012
Employee Benefit-defined Benefit Accounts$324,0004
Number of other employee benefit and retirement-related accounts$30,322,0005
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$105,153,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,230,00011
Other Fiduciary Accounts$59,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,628,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$30,316,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,932,00012
Personal Trust and Agency Accounts$640,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00083
Employee Benefit-defined Benefit Accounts$117,00019
Number non-managed other employee benefit and retirement-related accounts$97,00078
Corporate Trust and Agency Accounts$1,695,00022
Number of investment management and advisory agency accounts, non-managed assets$22,708,0001
Number (#) individual retirement, health savings, and other similar accounts$81,00015
Other Fiduciary Accounts$537,00013
Memoranda
Custody and Safekeeping Accounts$436,052,0005
Fiduciary Accounts Held in Foreign Offices$264,852,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$18,258,00016
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$181,530,0005
Number of Managed Accounts$155,580,0003
Personal Trust and Agency Accounts$19,220,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$304,00011
Employee Benefit-defined Benefit Accounts$326,0004
Number of other employee benefit and retirement-related accounts$28,878,0005
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$105,515,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,220,00011
Other Fiduciary Accounts$117,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,699,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$28,872,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,950,00013
Personal Trust and Agency Accounts$634,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00084
Employee Benefit-defined Benefit Accounts$121,00020
Number non-managed other employee benefit and retirement-related accounts$96,00079
Corporate Trust and Agency Accounts$1,726,00022
Number of investment management and advisory agency accounts, non-managed assets$22,681,0001
Number (#) individual retirement, health savings, and other similar accounts$80,00016
Other Fiduciary Accounts$555,00014
Memoranda
Custody and Safekeeping Accounts$418,073,0005
Fiduciary Accounts Held in Foreign Offices$246,556,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$18,882,00016
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$182,184,0005
Number of Managed Accounts$156,342,0003
Personal Trust and Agency Accounts$19,734,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$285,00012
Employee Benefit-defined Benefit Accounts$329,0005
Number of other employee benefit and retirement-related accounts$28,211,0005
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$106,289,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,245,00012
Other Fiduciary Accounts$249,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,506,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$28,210,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,842,00013
Personal Trust and Agency Accounts$678,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00086
Employee Benefit-defined Benefit Accounts$142,00017
Number non-managed other employee benefit and retirement-related accounts$101,00078
Corporate Trust and Agency Accounts$1,759,00021
Number of investment management and advisory agency accounts, non-managed assets$22,488,0001
Number (#) individual retirement, health savings, and other similar accounts$72,00017
Other Fiduciary Accounts$547,00014
Memoranda
Custody and Safekeeping Accounts$423,493,0005
Fiduciary Accounts Held in Foreign Offices$253,400,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$19,847,00016
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$184,203,0005
Number of Managed Accounts$158,180,0003
Personal Trust and Agency Accounts$20,079,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$277,00013
Employee Benefit-defined Benefit Accounts$343,0004
Number of other employee benefit and retirement-related accounts$28,753,0005
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$107,111,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,239,00012
Other Fiduciary Accounts$378,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$10,211,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$28,752,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$99,00038
Number of Non-Managed Accounts$26,023,00013
Personal Trust and Agency Accounts$704,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,00082
Employee Benefit-defined Benefit Accounts$330,0007
Number non-managed other employee benefit and retirement-related accounts$114,000103
Corporate Trust and Agency Accounts$1,690,00022
Number of investment management and advisory agency accounts, non-managed assets$22,467,0001
Number (#) individual retirement, health savings, and other similar accounts$70,00016
Other Fiduciary Accounts$583,00016
Memoranda
Custody and Safekeeping Accounts$427,466,0005
Fiduciary Accounts Held in Foreign Offices$257,551,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$20,411,00016
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$172,716,0006
Number of Managed Accounts$167,765,0001
Personal Trust and Agency Accounts$21,989,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$281,00012
Employee Benefit-defined Benefit Accounts$424,0004
Number of other employee benefit and retirement-related accounts$30,196,0003
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$113,046,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,447,00010
Other Fiduciary Accounts$382,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,259,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$30,195,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,951,00023
Personal Trust and Agency Accounts$1,729,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00074
Employee Benefit-defined Benefit Accounts$387,0007
Number non-managed other employee benefit and retirement-related accounts$147,00059
Corporate Trust and Agency Accounts$1,770,00020
Number of investment management and advisory agency accounts, non-managed assets$182,00013
Number (#) individual retirement, health savings, and other similar accounts$63,00017
Other Fiduciary Accounts$605,00014
Memoranda
Custody and Safekeeping Accounts$509,702,0005
Fiduciary Accounts Held in Foreign Offices$296,849,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$22,943,00015
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$177,511,0005
Number of Managed Accounts$172,431,0001
Personal Trust and Agency Accounts$22,755,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$282,00013
Employee Benefit-defined Benefit Accounts$424,0003
Number of other employee benefit and retirement-related accounts$30,966,0003
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$116,071,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,533,0009
Other Fiduciary Accounts$400,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,381,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$30,965,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,080,00023
Personal Trust and Agency Accounts$1,874,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00070
Employee Benefit-defined Benefit Accounts$403,0007
Number non-managed other employee benefit and retirement-related accounts$153,00056
Corporate Trust and Agency Accounts$1,748,00019
Number of investment management and advisory agency accounts, non-managed assets$163,00015
Number (#) individual retirement, health savings, and other similar accounts$62,00017
Other Fiduciary Accounts$601,00014
Memoranda
Custody and Safekeeping Accounts$505,407,0005
Fiduciary Accounts Held in Foreign Offices$295,023,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$22,990,00016
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$182,919,0005
Number of Managed Accounts$177,887,0001
Personal Trust and Agency Accounts$23,811,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$275,00012
Employee Benefit-defined Benefit Accounts$433,0003
Number of other employee benefit and retirement-related accounts$31,757,0003
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$119,609,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,595,0009
Other Fiduciary Accounts$407,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,699,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$31,756,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,032,00023
Personal Trust and Agency Accounts$1,948,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00064
Employee Benefit-defined Benefit Accounts$411,0007
Number non-managed other employee benefit and retirement-related accounts$145,00062
Corporate Trust and Agency Accounts$1,621,00022
Number of investment management and advisory agency accounts, non-managed assets$158,00016
Number (#) individual retirement, health savings, and other similar accounts$65,00017
Other Fiduciary Accounts$595,00014
Memoranda
Custody and Safekeeping Accounts$504,542,0005
Fiduciary Accounts Held in Foreign Offices$291,755,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$22,904,00016
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$187,340,0005
Number of Managed Accounts$183,659,0001
Personal Trust and Agency Accounts$25,047,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$272,00012
Employee Benefit-defined Benefit Accounts$413,0004
Number of other employee benefit and retirement-related accounts$32,466,0003
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$123,415,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,634,0009
Other Fiduciary Accounts$412,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,940,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$32,465,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$122,591,0001
Number of Non-Managed Accounts$3,681,00029
Personal Trust and Agency Accounts$2,004,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00068
Employee Benefit-defined Benefit Accounts$434,0007
Number non-managed other employee benefit and retirement-related accounts$147,00088
Corporate Trust and Agency Accounts$137,00047
Number of investment management and advisory agency accounts, non-managed assets$175,00014
Number (#) individual retirement, health savings, and other similar accounts$64,00017
Other Fiduciary Accounts$619,00015
Memoranda
Custody and Safekeeping Accounts$508,073,0005
Fiduciary Accounts Held in Foreign Offices$298,586,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$22,775,00015
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$189,033,0005
Number of Managed Accounts$185,099,0001
Personal Trust and Agency Accounts$25,562,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00011
Employee Benefit-defined Benefit Accounts$406,0004
Number of other employee benefit and retirement-related accounts$32,132,0003
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$124,619,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,672,0009
Other Fiduciary Accounts$429,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$9,010,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$32,131,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,934,00027
Personal Trust and Agency Accounts$2,210,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00055
Employee Benefit-defined Benefit Accounts$439,0007
Number non-managed other employee benefit and retirement-related accounts$147,00061
Corporate Trust and Agency Accounts$137,00047
Number of investment management and advisory agency accounts, non-managed assets$168,00015
Number (#) individual retirement, health savings, and other similar accounts$65,00016
Other Fiduciary Accounts$642,00013
Memoranda
Custody and Safekeeping Accounts$499,683,0006
Fiduciary Accounts Held in Foreign Offices$293,221,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$22,536,00016
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$187,363,0005
Number of Managed Accounts$182,955,0001
Personal Trust and Agency Accounts$26,265,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$273,00013
Employee Benefit-defined Benefit Accounts$401,0004
Number of other employee benefit and retirement-related accounts$31,031,0004
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$122,838,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,699,0009
Other Fiduciary Accounts$448,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,881,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$31,030,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,408,00024
Personal Trust and Agency Accounts$2,469,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00035
Employee Benefit-defined Benefit Accounts$468,0007
Number non-managed other employee benefit and retirement-related accounts$136,00065
Corporate Trust and Agency Accounts$135,00046
Number of investment management and advisory agency accounts, non-managed assets$193,00013
Number (#) individual retirement, health savings, and other similar accounts$88,00013
Other Fiduciary Accounts$684,00012
Memoranda
Custody and Safekeeping Accounts$471,007,0006
Fiduciary Accounts Held in Foreign Offices$285,978,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$29,078,00015
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$183,337,0005
Number of Managed Accounts$178,497,0001
Personal Trust and Agency Accounts$26,792,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$280,00011
Employee Benefit-defined Benefit Accounts$394,0004
Number of other employee benefit and retirement-related accounts$29,919,0003
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$118,912,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,721,0009
Other Fiduciary Accounts$479,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$8,165,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$29,916,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,840,00025
Personal Trust and Agency Accounts$2,663,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$394,00025
Employee Benefit-defined Benefit Accounts$494,0007
Number non-managed other employee benefit and retirement-related accounts$140,00068
Corporate Trust and Agency Accounts$95,00051
Number of investment management and advisory agency accounts, non-managed assets$212,00011
Number (#) individual retirement, health savings, and other similar accounts$87,00014
Other Fiduciary Accounts$755,00011
Memoranda
Custody and Safekeeping Accounts$463,854,0006
Fiduciary Accounts Held in Foreign Offices$278,602,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$29,137,00016
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$180,086,0005
Number of Managed Accounts$174,487,0001
Personal Trust and Agency Accounts$27,289,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$265,00013
Employee Benefit-defined Benefit Accounts$379,0004
Number of other employee benefit and retirement-related accounts$28,916,0003
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$115,359,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,754,0009
Other Fiduciary Accounts$525,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,486,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$28,914,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$120,338,0001
Number of Non-Managed Accounts$5,599,00024
Personal Trust and Agency Accounts$2,838,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$734,00016
Employee Benefit-defined Benefit Accounts$511,0007
Number non-managed other employee benefit and retirement-related accounts$146,00096
Corporate Trust and Agency Accounts$95,00054
Number of investment management and advisory agency accounts, non-managed assets$431,0007
Number (#) individual retirement, health savings, and other similar accounts$91,00014
Other Fiduciary Accounts$753,00012
Memoranda
Custody and Safekeeping Accounts$469,525,0006
Fiduciary Accounts Held in Foreign Offices$284,324,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$29,053,00016
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$176,820,0005
Number of Managed Accounts$171,218,0001
Personal Trust and Agency Accounts$27,656,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$260,00012
Employee Benefit-defined Benefit Accounts$377,0004
Number of other employee benefit and retirement-related accounts$27,788,0003
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$112,808,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,793,0009
Other Fiduciary Accounts$536,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,264,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$27,783,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,602,00024
Personal Trust and Agency Accounts$2,896,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$843,00014
Employee Benefit-defined Benefit Accounts$518,0008
Number non-managed other employee benefit and retirement-related accounts$149,00060
Corporate Trust and Agency Accounts$95,00052
Number of investment management and advisory agency accounts, non-managed assets$231,0009
Number (#) individual retirement, health savings, and other similar accounts$92,00012
Other Fiduciary Accounts$778,00011
Memoranda
Custody and Safekeeping Accounts$488,038,0004
Fiduciary Accounts Held in Foreign Offices$299,282,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$29,124,00016
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$172,123,0005
Number of Managed Accounts$166,392,0001
Personal Trust and Agency Accounts$28,345,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$194,00015
Employee Benefit-defined Benefit Accounts$373,0005
Number of other employee benefit and retirement-related accounts$26,290,0003
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$108,871,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,802,0008
Other Fiduciary Accounts$517,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,197,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$26,286,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,731,00024
Personal Trust and Agency Accounts$2,944,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$852,00015
Employee Benefit-defined Benefit Accounts$527,0009
Number non-managed other employee benefit and retirement-related accounts$186,00057
Corporate Trust and Agency Accounts$92,00051
Number of investment management and advisory agency accounts, non-managed assets$241,00010
Number (#) individual retirement, health savings, and other similar accounts$94,00012
Other Fiduciary Accounts$795,00011
Memoranda
Custody and Safekeeping Accounts$468,811,0004
Fiduciary Accounts Held in Foreign Offices$281,073,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$29,262,00016
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$167,963,0007
Number of Managed Accounts$161,886,0001
Personal Trust and Agency Accounts$28,944,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00017
Employee Benefit-defined Benefit Accounts$378,0005
Number of other employee benefit and retirement-related accounts$24,269,0003
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$105,709,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,825,0009
Other Fiduciary Accounts$570,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,349,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$24,265,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,077,00026
Personal Trust and Agency Accounts$3,147,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$923,00017
Employee Benefit-defined Benefit Accounts$529,0009
Number non-managed other employee benefit and retirement-related accounts$149,00065
Corporate Trust and Agency Accounts$92,00052
Number of investment management and advisory agency accounts, non-managed assets$247,0008
Number (#) individual retirement, health savings, and other similar accounts$95,00012
Other Fiduciary Accounts$895,00011
Memoranda
Custody and Safekeeping Accounts$422,552,0005
Fiduciary Accounts Held in Foreign Offices$231,357,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$29,005,00017
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$160,615,0008
Number of Managed Accounts$154,520,0001
Personal Trust and Agency Accounts$29,524,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00020
Employee Benefit-defined Benefit Accounts$367,0005
Number of other employee benefit and retirement-related accounts$22,350,0003
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$99,664,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,822,0007
Other Fiduciary Accounts$614,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,371,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$22,346,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$108,175,0001
Number of Non-Managed Accounts$6,095,00025
Personal Trust and Agency Accounts$3,196,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$989,00016
Employee Benefit-defined Benefit Accounts$560,0008
Number non-managed other employee benefit and retirement-related accounts$154,00095
Corporate Trust and Agency Accounts$92,00056
Number of investment management and advisory agency accounts, non-managed assets$303,0007
Number (#) individual retirement, health savings, and other similar accounts$99,00014
Other Fiduciary Accounts$702,00013
Memoranda
Custody and Safekeeping Accounts$487,262,0004
Fiduciary Accounts Held in Foreign Offices$297,945,0001
# of Individual retirement,health savings and similar accounts, non-managed asts$28,858,00017
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$160,595,0008
Number of Managed Accounts$147,815,0002
Personal Trust and Agency Accounts$30,283,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00019
Employee Benefit-defined Benefit Accounts$371,0005
Number of other employee benefit and retirement-related accounts$20,545,0003
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$94,039,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,779,0006
Other Fiduciary Accounts$623,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,471,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$20,541,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,780,00016
Personal Trust and Agency Accounts$3,193,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,768,0002
Employee Benefit-defined Benefit Accounts$571,0007
Number non-managed other employee benefit and retirement-related accounts$155,00064
Corporate Trust and Agency Accounts$33,00061
Number of investment management and advisory agency accounts, non-managed assets$263,0007
Number (#) individual retirement, health savings, and other similar accounts$92,00013
Other Fiduciary Accounts$705,00013
Memoranda
Custody and Safekeeping Accounts$277,610,0008
Fiduciary Accounts Held in Foreign Offices$95,741,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$28,946,00018
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$152,795,0008
Number of Managed Accounts$140,042,0002
Personal Trust and Agency Accounts$31,006,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00021
Employee Benefit-defined Benefit Accounts$381,0005
Number of other employee benefit and retirement-related accounts$18,753,0003
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$87,317,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,747,0006
Other Fiduciary Accounts$669,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,024,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$18,745,0002
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,753,00017
Personal Trust and Agency Accounts$3,176,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,840,0002
Employee Benefit-defined Benefit Accounts$486,0007
Number non-managed other employee benefit and retirement-related accounts$134,00070
Corporate Trust and Agency Accounts$37,00060
Number of investment management and advisory agency accounts, non-managed assets$316,0008
Number (#) individual retirement, health savings, and other similar accounts$95,00013
Other Fiduciary Accounts$669,00014
Memoranda
Custody and Safekeeping Accounts$248,647,0008
Fiduciary Accounts Held in Foreign Offices$92,684,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$28,944,00020
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$140,603,0008
Number of Managed Accounts$127,645,0002
Personal Trust and Agency Accounts$31,836,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00023
Employee Benefit-defined Benefit Accounts$405,0004
Number of other employee benefit and retirement-related accounts$16,645,0004
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$76,238,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,688,0007
Other Fiduciary Accounts$670,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$6,557,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$16,635,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,958,00017
Personal Trust and Agency Accounts$3,216,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,958,0002
Employee Benefit-defined Benefit Accounts$486,0008
Number non-managed other employee benefit and retirement-related accounts$134,00077
Corporate Trust and Agency Accounts$35,00062
Number of investment management and advisory agency accounts, non-managed assets$315,0008
Number (#) individual retirement, health savings, and other similar accounts$90,00013
Other Fiduciary Accounts$724,00014
Memoranda
Custody and Safekeeping Accounts$242,509,0008
Fiduciary Accounts Held in Foreign Offices$89,679,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$28,974,00020
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$125,109,0009
Number of Managed Accounts$111,988,0002
Personal Trust and Agency Accounts$32,211,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00026
Employee Benefit-defined Benefit Accounts$418,0004
Number of other employee benefit and retirement-related accounts$14,175,0004
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$62,677,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,612,0007
Other Fiduciary Accounts$739,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,777,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$14,154,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$81,444,0002
Number of Non-Managed Accounts$13,121,00017
Personal Trust and Agency Accounts$3,297,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,077,0002
Employee Benefit-defined Benefit Accounts$509,0008
Number non-managed other employee benefit and retirement-related accounts$136,000107
Corporate Trust and Agency Accounts$42,00071
Number of investment management and advisory agency accounts, non-managed assets$313,0008
Number (#) individual retirement, health savings, and other similar accounts$90,00013
Other Fiduciary Accounts$657,00013
Memoranda
Custody and Safekeeping Accounts$242,845,0008
Fiduciary Accounts Held in Foreign Offices$89,476,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$28,967,00018
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$115,713,00010
Number of Managed Accounts$102,570,0003
Personal Trust and Agency Accounts$32,595,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00021
Employee Benefit-defined Benefit Accounts$424,0004
Number of other employee benefit and retirement-related accounts$11,956,0004
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$55,151,0001
Number of foundation and endowment trust and agency accounts, managed assets$1,567,0007
Other Fiduciary Accounts$718,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,608,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$11,935,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,143,00017
Personal Trust and Agency Accounts$3,175,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,175,0002
Employee Benefit-defined Benefit Accounts$520,0007
Number non-managed other employee benefit and retirement-related accounts$135,00066
Corporate Trust and Agency Accounts$42,00059
Number of investment management and advisory agency accounts, non-managed assets$325,0007
Number (#) individual retirement, health savings, and other similar accounts$84,00011
Other Fiduciary Accounts$687,00013
Memoranda
Custody and Safekeeping Accounts$237,558,0008
Fiduciary Accounts Held in Foreign Offices$87,958,0002
# of Individual retirement,health savings and similar accounts, non-managed asts$26,892,00019
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$102,668,00010
Number of Managed Accounts$90,250,0003
Personal Trust and Agency Accounts$30,855,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00027
Employee Benefit-defined Benefit Accounts$458,0004
Number of other employee benefit and retirement-related accounts$10,067,0006
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$47,527,0002
Number of foundation and endowment trust and agency accounts, managed assets$1,157,0008
Other Fiduciary Accounts$44,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,971,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$10,065,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,418,00018
Personal Trust and Agency Accounts$2,981,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,317,0002
Employee Benefit-defined Benefit Accounts$509,0008
Number non-managed other employee benefit and retirement-related accounts$158,00062
Corporate Trust and Agency Accounts$3,000109
Number of investment management and advisory agency accounts, non-managed assets$276,0007
Number (#) individual retirement, health savings, and other similar accounts$80,00011
Other Fiduciary Accounts$94,00026
Memoranda
Custody and Safekeeping Accounts$180,918,0008
Fiduciary Accounts Held in Foreign Offices$34,772,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$27,416,00018
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$97,060,00010
Number of Managed Accounts$84,538,0003
Personal Trust and Agency Accounts$32,066,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00028
Employee Benefit-defined Benefit Accounts$442,0004
Number of other employee benefit and retirement-related accounts$8,007,0007
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$42,711,0002
Number of foundation and endowment trust and agency accounts, managed assets$1,126,0009
Other Fiduciary Accounts$47,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,639,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$8,005,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,522,00017
Personal Trust and Agency Accounts$2,998,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,393,0003
Employee Benefit-defined Benefit Accounts$522,0009
Number non-managed other employee benefit and retirement-related accounts$163,00058
Corporate Trust and Agency Accounts$3,000108
Number of investment management and advisory agency accounts, non-managed assets$279,0007
Number (#) individual retirement, health savings, and other similar accounts$72,00014
Other Fiduciary Accounts$92,00026
Memoranda
Custody and Safekeeping Accounts$177,770,0008
Fiduciary Accounts Held in Foreign Offices$34,059,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$26,674,00017
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$92,226,0009
Number of Managed Accounts$79,628,0003
Personal Trust and Agency Accounts$32,625,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00032
Employee Benefit-defined Benefit Accounts$418,0004
Number of other employee benefit and retirement-related accounts$6,886,0009
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$38,422,0002
Number of foundation and endowment trust and agency accounts, managed assets$1,097,0008
Other Fiduciary Accounts$47,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,348,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$6,884,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$64,243,0004
Number of Non-Managed Accounts$12,598,00016
Personal Trust and Agency Accounts$3,019,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,421,0003
Employee Benefit-defined Benefit Accounts$540,0007
Number non-managed other employee benefit and retirement-related accounts$184,00081
Corporate Trust and Agency Accounts$3,000209
Number of investment management and advisory agency accounts, non-managed assets$266,0006
Number (#) individual retirement, health savings, and other similar accounts$74,00013
Other Fiduciary Accounts$91,00033
Memoranda
Custody and Safekeeping Accounts$876,423,0003
Fiduciary Accounts Held in Foreign Offices$33,078,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$727,954,0007
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$90,648,00010
Number of Managed Accounts$77,969,0003
Personal Trust and Agency Accounts$33,407,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,00036
Employee Benefit-defined Benefit Accounts$412,0004
Number of other employee benefit and retirement-related accounts$6,266,0009
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$36,682,0002
Number of foundation and endowment trust and agency accounts, managed assets$1,047,0008
Other Fiduciary Accounts$48,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,231,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$6,264,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,679,00017
Personal Trust and Agency Accounts$2,984,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,525,0003
Employee Benefit-defined Benefit Accounts$529,0007
Number non-managed other employee benefit and retirement-related accounts$187,00052
Corporate Trust and Agency Accounts$3,000114
Number of investment management and advisory agency accounts, non-managed assets$276,0004
Number (#) individual retirement, health savings, and other similar accounts$85,0009
Other Fiduciary Accounts$90,00025
Memoranda
Custody and Safekeeping Accounts$897,881,0003
Fiduciary Accounts Held in Foreign Offices$31,968,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$753,611,0006
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$88,190,00010
Number of Managed Accounts$75,364,0003
Personal Trust and Agency Accounts$33,997,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00043
Employee Benefit-defined Benefit Accounts$383,0005
Number of other employee benefit and retirement-related accounts$5,770,0009
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$34,081,0003
Number of foundation and endowment trust and agency accounts, managed assets$982,0009
Other Fiduciary Accounts$49,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,951,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$5,768,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,826,00017
Personal Trust and Agency Accounts$3,033,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,580,0003
Employee Benefit-defined Benefit Accounts$526,0007
Number non-managed other employee benefit and retirement-related accounts$195,00053
Corporate Trust and Agency Accounts$3,000114
Number of investment management and advisory agency accounts, non-managed assets$313,0004
Number (#) individual retirement, health savings, and other similar accounts$84,0009
Other Fiduciary Accounts$92,00025
Memoranda
Custody and Safekeeping Accounts$903,732,0003
Fiduciary Accounts Held in Foreign Offices$30,215,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$762,701,0006
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$85,951,00010
Number of Managed Accounts$72,923,0004
Personal Trust and Agency Accounts$34,707,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00057
Employee Benefit-defined Benefit Accounts$395,0005
Number of other employee benefit and retirement-related accounts$5,573,0008
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$31,176,0003
Number of foundation and endowment trust and agency accounts, managed assets$944,0009
Other Fiduciary Accounts$52,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,493,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$5,570,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,028,00017
Personal Trust and Agency Accounts$3,002,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,798,0003
Employee Benefit-defined Benefit Accounts$513,0008
Number non-managed other employee benefit and retirement-related accounts$190,00054
Corporate Trust and Agency Accounts$3,000119
Number of investment management and advisory agency accounts, non-managed assets$353,0004
Number (#) individual retirement, health savings, and other similar accounts$80,00011
Other Fiduciary Accounts$89,00027
Memoranda
Custody and Safekeeping Accounts$911,216,0003
Fiduciary Accounts Held in Foreign Offices$29,211,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$772,127,0005
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$81,592,00010
Number of Managed Accounts$68,246,0004
Personal Trust and Agency Accounts$35,175,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00064
Employee Benefit-defined Benefit Accounts$428,0005
Number of other employee benefit and retirement-related accounts$5,417,0008
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$26,206,0003
Number of foundation and endowment trust and agency accounts, managed assets$876,00010
Other Fiduciary Accounts$67,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,257,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$5,414,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$59,809,0004
Number of Non-Managed Accounts$13,346,00017
Personal Trust and Agency Accounts$3,050,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,955,0003
Employee Benefit-defined Benefit Accounts$536,0008
Number non-managed other employee benefit and retirement-related accounts$212,00082
Corporate Trust and Agency Accounts$3,000226
Number of investment management and advisory agency accounts, non-managed assets$419,0005
Number (#) individual retirement, health savings, and other similar accounts$82,00011
Other Fiduciary Accounts$89,00040
Memoranda
Custody and Safekeeping Accounts$918,724,0003
Fiduciary Accounts Held in Foreign Offices$28,521,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$781,848,0005
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$87,048,00010
Number of Managed Accounts$68,253,0004
Personal Trust and Agency Accounts$35,937,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00049
Employee Benefit-defined Benefit Accounts$529,0004
Number of other employee benefit and retirement-related accounts$5,175,0008
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$25,588,0003
Number of foundation and endowment trust and agency accounts, managed assets$852,00010
Other Fiduciary Accounts$74,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,090,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$5,172,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,795,00014
Personal Trust and Agency Accounts$3,108,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,246,0002
Employee Benefit-defined Benefit Accounts$502,0008
Number non-managed other employee benefit and retirement-related accounts$238,00050
Corporate Trust and Agency Accounts$3,000127
Number of investment management and advisory agency accounts, non-managed assets$523,0004
Number (#) individual retirement, health savings, and other similar accounts$87,00010
Other Fiduciary Accounts$88,00030
Memoranda
Custody and Safekeeping Accounts$927,825,0003
Fiduciary Accounts Held in Foreign Offices$27,826,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$794,050,0005
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$87,351,00010
Number of Managed Accounts$68,359,0004
Personal Trust and Agency Accounts$36,733,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00048
Employee Benefit-defined Benefit Accounts$519,0004
Number of other employee benefit and retirement-related accounts$5,064,0008
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$25,004,0003
Number of foundation and endowment trust and agency accounts, managed assets$863,00010
Other Fiduciary Accounts$78,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,810,0002
Number of Individual retirement, health savings, and similar accounts,managed assets$5,061,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,992,00014
Personal Trust and Agency Accounts$3,138,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,375,0002
Employee Benefit-defined Benefit Accounts$487,0009
Number non-managed other employee benefit and retirement-related accounts$225,00051
Corporate Trust and Agency Accounts$3,000129
Number of investment management and advisory agency accounts, non-managed assets$590,0004
Number (#) individual retirement, health savings, and other similar accounts$84,00011
Other Fiduciary Accounts$90,00030
Memoranda
Custody and Safekeeping Accounts$931,233,0003
Fiduciary Accounts Held in Foreign Offices$27,346,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$796,332,0005
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$90,752,0009
Number of Managed Accounts$68,286,0004
Personal Trust and Agency Accounts$37,215,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00049
Employee Benefit-defined Benefit Accounts$544,0004
Number of other employee benefit and retirement-related accounts$4,892,0008
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$24,626,0003
Number of foundation and endowment trust and agency accounts, managed assets$836,00011
Other Fiduciary Accounts$78,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,810,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$4,892,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,466,00015
Personal Trust and Agency Accounts$2,951,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,952,0002
Employee Benefit-defined Benefit Accounts$524,0009
Number non-managed other employee benefit and retirement-related accounts$302,00041
Corporate Trust and Agency Accounts$3,000129
Number of investment management and advisory agency accounts, non-managed assets$619,0005
Number (#) individual retirement, health savings, and other similar accounts$27,00024
Other Fiduciary Accounts$88,00033
Memoranda
Custody and Safekeeping Accounts$930,574,0003
Fiduciary Accounts Held in Foreign Offices$27,058,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$801,821,0005
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$88,670,00010
Number of Managed Accounts$67,978,0003
Personal Trust and Agency Accounts$37,675,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,00052
Employee Benefit-defined Benefit Accounts$551,0004
Number of other employee benefit and retirement-related accounts$4,619,0008
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$24,108,0002
Number of foundation and endowment trust and agency accounts, managed assets$834,00013
Other Fiduciary Accounts$84,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,820,0001
Number of Individual retirement, health savings, and similar accounts,managed assets$4,619,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$59,960,0003
Number of Non-Managed Accounts$20,692,00015
Personal Trust and Agency Accounts$3,016,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,011,0002
Employee Benefit-defined Benefit Accounts$507,00010
Number non-managed other employee benefit and retirement-related accounts$344,00056
Corporate Trust and Agency Accounts$8,000170
Number of investment management and advisory agency accounts, non-managed assets$691,0004
Number (#) individual retirement, health savings, and other similar accounts$25,00027
Other Fiduciary Accounts$90,00039
Memoranda
Custody and Safekeeping Accounts$936,913,0003
Fiduciary Accounts Held in Foreign Offices$26,348,0003
# of Individual retirement,health savings and similar accounts, non-managed asts$812,400,0005
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$84,420,00010
Number of Managed Accounts$73,013,0002
Personal Trust and Agency Accounts$36,812,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00043
Employee Benefit-defined Benefit Accounts$683,0003
Number of other employee benefit and retirement-related accounts$5,110,0008
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$28,801,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,484,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,198,0001
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$11,407,00020
Personal Trust and Agency Accounts$2,431,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,007,00026
Employee Benefit-defined Benefit Accounts$5,453,0003
Number non-managed other employee benefit and retirement-related accounts$299,00043
Corporate Trust and Agency Accounts$9,000106
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,208,0009
Memoranda
Custody and Safekeeping Accounts$128,522,00011
Fiduciary Accounts Held in Foreign Offices$26,496,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$82,092,00010
Number of Managed Accounts$71,151,0002
Personal Trust and Agency Accounts$36,674,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00038
Employee Benefit-defined Benefit Accounts$718,0003
Number of other employee benefit and retirement-related accounts$5,500,0007
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$26,623,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,510,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,217,0001
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$10,941,00020
Personal Trust and Agency Accounts$2,166,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,185,00024
Employee Benefit-defined Benefit Accounts$4,871,0003
Number non-managed other employee benefit and retirement-related accounts$353,00041
Corporate Trust and Agency Accounts$15,00092
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,351,0008
Memoranda
Custody and Safekeeping Accounts$128,726,00011
Fiduciary Accounts Held in Foreign Offices$25,093,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$82,877,0009
Number of Managed Accounts$70,556,0002
Personal Trust and Agency Accounts$37,306,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00037
Employee Benefit-defined Benefit Accounts$661,0003
Number of other employee benefit and retirement-related accounts$5,344,0007
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$25,569,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,546,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,174,0002
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$12,321,00019
Personal Trust and Agency Accounts$2,178,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,225,00023
Employee Benefit-defined Benefit Accounts$5,397,0003
Number non-managed other employee benefit and retirement-related accounts$516,00029
Corporate Trust and Agency Accounts$21,00082
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,984,0008
Memoranda
Custody and Safekeeping Accounts$126,678,00012
Fiduciary Accounts Held in Foreign Offices$25,444,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$82,353,00010
Number of Managed Accounts$70,404,0002
Personal Trust and Agency Accounts$37,887,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00037
Employee Benefit-defined Benefit Accounts$639,0003
Number of other employee benefit and retirement-related accounts$5,138,0007
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$25,021,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,583,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,113,0002
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$11,949,00021
Personal Trust and Agency Accounts$2,194,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,154,00024
Employee Benefit-defined Benefit Accounts$4,963,0003
Number non-managed other employee benefit and retirement-related accounts$671,00035
Corporate Trust and Agency Accounts$301,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,666,0009
Memoranda
Custody and Safekeeping Accounts$127,614,00012
Fiduciary Accounts Held in Foreign Offices$25,554,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$83,237,0009
Number of Managed Accounts$69,714,0002
Personal Trust and Agency Accounts$38,414,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00039
Employee Benefit-defined Benefit Accounts$586,0003
Number of other employee benefit and retirement-related accounts$4,895,0008
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$24,165,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,532,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,140,0002
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$13,523,00020
Personal Trust and Agency Accounts$2,214,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,187,00022
Employee Benefit-defined Benefit Accounts$5,319,0003
Number non-managed other employee benefit and retirement-related accounts$726,00025
Corporate Trust and Agency Accounts$929,00027
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,148,0007
Memoranda
Custody and Safekeeping Accounts$122,260,00012
Fiduciary Accounts Held in Foreign Offices$25,089,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$80,010,00010
Number of Managed Accounts$66,247,0002
Personal Trust and Agency Accounts$38,537,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00048
Employee Benefit-defined Benefit Accounts$527,0005
Number of other employee benefit and retirement-related accounts$4,443,0006
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$21,103,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,531,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,388,0002
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$13,763,00021
Personal Trust and Agency Accounts$2,030,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,224,00024
Employee Benefit-defined Benefit Accounts$5,272,0003
Number non-managed other employee benefit and retirement-related accounts$792,00025
Corporate Trust and Agency Accounts$995,00028
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,450,0008
Memoranda
Custody and Safekeeping Accounts$87,206,00013
Fiduciary Accounts Held in Foreign Offices$24,305,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$79,451,0009
Number of Managed Accounts$65,701,0002
Personal Trust and Agency Accounts$39,297,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00049
Employee Benefit-defined Benefit Accounts$549,0004
Number of other employee benefit and retirement-related accounts$4,070,0007
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$20,137,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,537,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,380,0002
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$13,750,00020
Personal Trust and Agency Accounts$2,361,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,040,00024
Employee Benefit-defined Benefit Accounts$4,602,0003
Number non-managed other employee benefit and retirement-related accounts$856,00024
Corporate Trust and Agency Accounts$1,033,00027
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,858,0007
Memoranda
Custody and Safekeeping Accounts$85,486,00014
Fiduciary Accounts Held in Foreign Offices$24,854,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$79,724,0009
Number of Managed Accounts$65,480,0002
Personal Trust and Agency Accounts$39,798,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00049
Employee Benefit-defined Benefit Accounts$522,0004
Number of other employee benefit and retirement-related accounts$3,704,0009
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$19,277,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,062,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,346,0002
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$14,244,00020
Personal Trust and Agency Accounts$2,576,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,154,00020
Employee Benefit-defined Benefit Accounts$4,543,0003
Number non-managed other employee benefit and retirement-related accounts$913,00029
Corporate Trust and Agency Accounts$1,086,00025
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,972,0007
Memoranda
Custody and Safekeeping Accounts$77,333,00013
Fiduciary Accounts Held in Foreign Offices$24,524,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$79,606,0009
Number of Managed Accounts$64,735,0002
Personal Trust and Agency Accounts$40,467,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00042
Employee Benefit-defined Benefit Accounts$524,0003
Number of other employee benefit and retirement-related accounts$3,389,0009
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$18,727,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,498,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,232,0002
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$14,871,00020
Personal Trust and Agency Accounts$2,625,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,221,00021
Employee Benefit-defined Benefit Accounts$4,984,0003
Number non-managed other employee benefit and retirement-related accounts$916,00020
Corporate Trust and Agency Accounts$1,036,00025
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,089,0007
Memoranda
Custody and Safekeeping Accounts$79,238,00013
Fiduciary Accounts Held in Foreign Offices$24,056,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$80,216,0009
Number of Managed Accounts$65,618,0002
Personal Trust and Agency Accounts$41,721,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00041
Employee Benefit-defined Benefit Accounts$548,0002
Number of other employee benefit and retirement-related accounts$3,220,0009
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$18,260,0002
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,736,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,158,0001
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$14,598,00020
Personal Trust and Agency Accounts$2,700,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,187,00021
Employee Benefit-defined Benefit Accounts$4,628,0003
Number non-managed other employee benefit and retirement-related accounts$912,00020
Corporate Trust and Agency Accounts$1,009,00026
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,162,0007
Memoranda
Custody and Safekeeping Accounts$75,905,00013
Fiduciary Accounts Held in Foreign Offices$22,732,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$80,634,00010
Number of Managed Accounts$65,443,0003
Personal Trust and Agency Accounts$41,994,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00042
Employee Benefit-defined Benefit Accounts$561,0002
Number of other employee benefit and retirement-related accounts$3,107,0009
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$17,908,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,740,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,060,0002
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$15,191,00019
Personal Trust and Agency Accounts$2,720,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,161,00021
Employee Benefit-defined Benefit Accounts$4,500,0003
Number non-managed other employee benefit and retirement-related accounts$896,00020
Corporate Trust and Agency Accounts$1,012,00025
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,902,0007
Memoranda
Custody and Safekeeping Accounts$74,629,00013
Fiduciary Accounts Held in Foreign Offices$22,344,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$78,862,00010
Number of Managed Accounts$65,396,0003
Personal Trust and Agency Accounts$42,408,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00035
Employee Benefit-defined Benefit Accounts$520,0003
Number of other employee benefit and retirement-related accounts$3,068,0009
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$17,449,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,788,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,685,0003
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$13,466,00019
Personal Trust and Agency Accounts$2,726,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,087,00021
Employee Benefit-defined Benefit Accounts$3,391,0004
Number non-managed other employee benefit and retirement-related accounts$872,00026
Corporate Trust and Agency Accounts$1,148,00025
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,242,0008
Memoranda
Custody and Safekeeping Accounts$67,712,00013
Fiduciary Accounts Held in Foreign Offices$21,996,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,673,00015
Number of Managed Accounts$31,040,00011
Personal Trust and Agency Accounts$17,948,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000204
Employee Benefit-defined Benefit Accounts$168,00015
Number of other employee benefit and retirement-related accounts$912,00032
Corporate Trust and Agency Accounts$48,00023
Number of managed investment management and investment advisory agency accounts$10,338,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,612,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,649,0003
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$14,633,00018
Personal Trust and Agency Accounts$1,972,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$379,00044
Employee Benefit-defined Benefit Accounts$2,199,0003
Number non-managed other employee benefit and retirement-related accounts$161,00069
Corporate Trust and Agency Accounts$8,682,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,240,00012
Memoranda
Custody and Safekeeping Accounts$61,395,00014
Fiduciary Accounts Held in Foreign Offices$21,655,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$44,938,00016
Number of Managed Accounts$30,609,00010
Personal Trust and Agency Accounts$18,126,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000206
Employee Benefit-defined Benefit Accounts$171,00016
Number of other employee benefit and retirement-related accounts$876,00034
Corporate Trust and Agency Accounts$92,00018
Number of managed investment management and investment advisory agency accounts$9,492,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,837,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,030,0003
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$14,329,00019
Personal Trust and Agency Accounts$2,058,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$338,00050
Employee Benefit-defined Benefit Accounts$2,192,0003
Number non-managed other employee benefit and retirement-related accounts$114,00096
Corporate Trust and Agency Accounts$8,657,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$970,00014
Memoranda
Custody and Safekeeping Accounts$59,704,00014
Fiduciary Accounts Held in Foreign Offices$19,615,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,544,00017
Number of Managed Accounts$29,188,00010
Personal Trust and Agency Accounts$17,240,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000219
Employee Benefit-defined Benefit Accounts$99,00024
Number of other employee benefit and retirement-related accounts$666,00043
Corporate Trust and Agency Accounts$92,00018
Number of managed investment management and investment advisory agency accounts$9,393,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,685,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,524,0003
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$13,356,00020
Personal Trust and Agency Accounts$2,081,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$346,00052
Employee Benefit-defined Benefit Accounts$2,238,0003
Number non-managed other employee benefit and retirement-related accounts$31,000190
Corporate Trust and Agency Accounts$7,942,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$718,00014
Memoranda
Custody and Safekeeping Accounts$57,629,00014
Fiduciary Accounts Held in Foreign Offices$17,380,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,709,00018
Number of Managed Accounts$29,674,00010
Personal Trust and Agency Accounts$18,548,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000276
Employee Benefit-defined Benefit Accounts$98,00026
Number of other employee benefit and retirement-related accounts$765,00036
Corporate Trust and Agency Accounts$88,00025
Number of managed investment management and investment advisory agency accounts$8,443,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,716,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,186,0003
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$13,035,00019
Personal Trust and Agency Accounts$2,184,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$658,00035
Employee Benefit-defined Benefit Accounts$1,707,0004
Number non-managed other employee benefit and retirement-related accounts$23,000419
Corporate Trust and Agency Accounts$7,888,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$575,00017
Memoranda
Custody and Safekeeping Accounts$57,984,00013
Fiduciary Accounts Held in Foreign Offices$17,749,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$47,995,00014
Number of Managed Accounts$30,459,0009
Personal Trust and Agency Accounts$19,176,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000201
Employee Benefit-defined Benefit Accounts$103,00024
Number of other employee benefit and retirement-related accounts$809,00036
Corporate Trust and Agency Accounts$98,00018
Number of managed investment management and investment advisory agency accounts$8,518,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,738,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,381,0003
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$17,536,00014
Personal Trust and Agency Accounts$2,064,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$755,00033
Employee Benefit-defined Benefit Accounts$1,862,0004
Number non-managed other employee benefit and retirement-related accounts$17,000216
Corporate Trust and Agency Accounts$12,582,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$256,00024
Memoranda
Custody and Safekeeping Accounts$63,748,00012
Fiduciary Accounts Held in Foreign Offices$18,634,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$47,789,00015
Number of Managed Accounts$30,619,0009
Personal Trust and Agency Accounts$19,252,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000204
Employee Benefit-defined Benefit Accounts$104,00023
Number of other employee benefit and retirement-related accounts$829,00032
Corporate Trust and Agency Accounts$92,00017
Number of managed investment management and investment advisory agency accounts$8,594,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,730,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,509,0003
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$17,170,00017
Personal Trust and Agency Accounts$2,117,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$686,00033
Employee Benefit-defined Benefit Accounts$1,797,0004
Number non-managed other employee benefit and retirement-related accounts$13,000246
Corporate Trust and Agency Accounts$12,308,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$249,00023
Memoranda
Custody and Safekeeping Accounts$65,283,00013
Fiduciary Accounts Held in Foreign Offices$18,960,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$48,024,00014
Number of Managed Accounts$30,934,00010
Personal Trust and Agency Accounts$19,457,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000211
Employee Benefit-defined Benefit Accounts$110,00025
Number of other employee benefit and retirement-related accounts$849,00032
Corporate Trust and Agency Accounts$99,00017
Number of managed investment management and investment advisory agency accounts$8,649,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,753,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,414,0003
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$17,090,00018
Personal Trust and Agency Accounts$2,053,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$755,00033
Employee Benefit-defined Benefit Accounts$1,862,0003
Number non-managed other employee benefit and retirement-related accounts$9,000259
Corporate Trust and Agency Accounts$12,158,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$253,00025
Memoranda
Custody and Safekeeping Accounts$66,299,00012
Fiduciary Accounts Held in Foreign Offices$18,850,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$48,740,00014
Number of Managed Accounts$31,587,00010
Personal Trust and Agency Accounts$20,494,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000248
Employee Benefit-defined Benefit Accounts$91,00026
Number of other employee benefit and retirement-related accounts$181,000139
Corporate Trust and Agency Accounts$100,00018
Number of managed investment management and investment advisory agency accounts$8,942,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,759,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,574,0003
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$17,153,00019
Personal Trust and Agency Accounts$2,071,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$864,00034
Employee Benefit-defined Benefit Accounts$1,952,0003
Number non-managed other employee benefit and retirement-related accounts$4,000681
Corporate Trust and Agency Accounts$12,262,0007
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$67,537,00012
Fiduciary Accounts Held in Foreign Offices$18,594,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$47,345,00016
Number of Managed Accounts$29,706,00011
Personal Trust and Agency Accounts$20,497,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000163
Employee Benefit-defined Benefit Accounts$92,00026
Number of other employee benefit and retirement-related accounts$183,000123
Corporate Trust and Agency Accounts$100,00013
Number of managed investment management and investment advisory agency accounts$8,797,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00081
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,457,0003
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$17,639,00018
Personal Trust and Agency Accounts$2,059,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$986,00032
Employee Benefit-defined Benefit Accounts$2,116,0003
Number non-managed other employee benefit and retirement-related accounts$4,000284
Corporate Trust and Agency Accounts$12,378,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$96,00037
Memoranda
Custody and Safekeeping Accounts$67,486,00013
Fiduciary Accounts Held in Foreign Offices$18,325,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,740,00014
Number of Managed Accounts$29,862,00011
Personal Trust and Agency Accounts$20,957,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00055
Employee Benefit-defined Benefit Accounts$93,00026
Number of other employee benefit and retirement-related accounts$193,000120
Corporate Trust and Agency Accounts$100,00014
Number of managed investment management and investment advisory agency accounts$8,387,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00087
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,468,0003
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$20,878,00017
Personal Trust and Agency Accounts$2,306,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,222,00024
Employee Benefit-defined Benefit Accounts$2,188,0003
Number non-managed other employee benefit and retirement-related accounts$4,000294
Corporate Trust and Agency Accounts$15,062,0005
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$96,00038
Memoranda
Custody and Safekeeping Accounts$68,128,00014
Fiduciary Accounts Held in Foreign Offices$18,318,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$51,485,00014
Number of Managed Accounts$30,148,00011
Personal Trust and Agency Accounts$21,143,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00059
Employee Benefit-defined Benefit Accounts$94,00026
Number of other employee benefit and retirement-related accounts$193,000120
Corporate Trust and Agency Accounts$87,00017
Number of managed investment management and investment advisory agency accounts$8,499,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00086
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,406,0003
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$21,337,00017
Personal Trust and Agency Accounts$2,067,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,300,00024
Employee Benefit-defined Benefit Accounts$2,264,0003
Number non-managed other employee benefit and retirement-related accounts$5,000284
Corporate Trust and Agency Accounts$15,644,0005
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$57,00048
Memoranda
Custody and Safekeeping Accounts$67,786,00014
Fiduciary Accounts Held in Foreign Offices$17,767,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$399,412,0005
Number of Managed Accounts$30,481,00011
Personal Trust and Agency Accounts$21,528,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00060
Employee Benefit-defined Benefit Accounts$97,00026
Number of other employee benefit and retirement-related accounts$203,000122
Corporate Trust and Agency Accounts$92,00024
Number of managed investment management and investment advisory agency accounts$8,418,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,000174
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,238,0003
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$368,931,0004
Personal Trust and Agency Accounts$2,046,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,319,00023
Employee Benefit-defined Benefit Accounts$2,287,0003
Number non-managed other employee benefit and retirement-related accounts$346,165,0004
Corporate Trust and Agency Accounts$16,756,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$358,00026
Memoranda
Custody and Safekeeping Accounts$68,646,00014
Fiduciary Accounts Held in Foreign Offices$16,954,0004
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$399,731,0005
Number of Managed Accounts$33,276,0009
Personal Trust and Agency Accounts$21,820,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00063
Employee Benefit-defined Benefit Accounts$77,00033
Number of other employee benefit and retirement-related accounts$210,000103
Corporate Trust and Agency Accounts$102,00017
Number of managed investment management and investment advisory agency accounts$10,926,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000117
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,585,0003
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$366,455,0004
Personal Trust and Agency Accounts$2,028,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,421,00021
Employee Benefit-defined Benefit Accounts$2,440,0003
Number non-managed other employee benefit and retirement-related accounts$346,167,0004
Corporate Trust and Agency Accounts$14,334,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$65,00053
Memoranda
Custody and Safekeeping Accounts$75,159,00011
Fiduciary Accounts Held in Foreign Offices$22,248,0003
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$393,697,0006
Number of Managed Accounts$32,809,0009
Personal Trust and Agency Accounts$22,275,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$140,00064
Employee Benefit-defined Benefit Accounts$84,00027
Number of other employee benefit and retirement-related accounts$221,00097
Corporate Trust and Agency Accounts$102,00018
Number of managed investment management and investment advisory agency accounts$9,986,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000136
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,456,0003
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$360,888,0004
Personal Trust and Agency Accounts$2,043,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,482,00022
Employee Benefit-defined Benefit Accounts$2,375,0003
Number non-managed other employee benefit and retirement-related accounts$340,684,0004
Corporate Trust and Agency Accounts$14,236,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$68,00049
Memoranda
Custody and Safekeeping Accounts$75,587,00011
Fiduciary Accounts Held in Foreign Offices$21,326,0002
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$398,788,0006
Number of Managed Accounts$32,144,00010
Personal Trust and Agency Accounts$22,563,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00067
Employee Benefit-defined Benefit Accounts$97,00024
Number of other employee benefit and retirement-related accounts$227,00095
Corporate Trust and Agency Accounts$98,00020
Number of managed investment management and investment advisory agency accounts$9,005,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000140
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,206,0003
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$366,644,0004
Personal Trust and Agency Accounts$2,183,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,516,00023
Employee Benefit-defined Benefit Accounts$2,426,0003
Number non-managed other employee benefit and retirement-related accounts$346,157,0004
Corporate Trust and Agency Accounts$14,298,0005
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$64,00056
Memoranda
Custody and Safekeeping Accounts$76,095,00011
Fiduciary Accounts Held in Foreign Offices$20,329,0002
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$382,755,0006
Number of Managed Accounts$31,379,00010
Personal Trust and Agency Accounts$22,953,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$162,00069
Employee Benefit-defined Benefit Accounts$85,00031
Number of other employee benefit and retirement-related accounts$243,00099
Corporate Trust and Agency Accounts$78,00031
Number of managed investment management and investment advisory agency accounts$7,856,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000246
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,049,0006
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$351,376,0004
Personal Trust and Agency Accounts$2,089,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,537,00025
Employee Benefit-defined Benefit Accounts$2,478,0003
Number non-managed other employee benefit and retirement-related accounts$329,813,0004
Corporate Trust and Agency Accounts$15,394,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$65,00071
Memoranda
Custody and Safekeeping Accounts$74,999,00012
Fiduciary Accounts Held in Foreign Offices$19,593,0002
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$261,648,0006
Number of Managed Accounts$33,834,0009
Personal Trust and Agency Accounts$23,604,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$426,00027
Employee Benefit-defined Benefit Accounts$244,00016
Number of other employee benefit and retirement-related accounts$818,00027
Corporate Trust and Agency Accounts$62,00041
Number of managed investment management and investment advisory agency accounts$8,601,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$79,00041
Memoranda
Fiduciary Accounts Held in Foreign Offices$1,205,0003
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$227,814,0004
Personal Trust and Agency Accounts$3,763,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,611,00021
Employee Benefit-defined Benefit Accounts$2,783,0003
Number non-managed other employee benefit and retirement-related accounts$199,765,0003
Corporate Trust and Agency Accounts$19,790,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$102,00048
Memoranda
Custody and Safekeeping Accounts$100,496,0005
Fiduciary Accounts Held in Foreign Offices$21,511,0002
# 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