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KeyBank, Number of Fiduciary and Related Asset Accounts

2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,856,00020
Number of Managed Accounts$36,907,00013
Personal Trust and Agency Accounts$11,553,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,591,00032
Employee Benefit-defined Benefit Accounts$25,00029
Number of other employee benefit and retirement-related accounts$4,601,00032
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$16,295,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,779,0006
Other Fiduciary Accounts$63,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,556,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,949,00035
Personal Trust and Agency Accounts$706,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000118
Employee Benefit-defined Benefit Accounts$264,00047
Number non-managed other employee benefit and retirement-related accounts$98,00067
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$1,120,0006
Number (#) individual retirement, health savings, and other similar accounts$719,0001
Other Fiduciary Accounts$18,00036
Memoranda
Custody and Safekeeping Accounts$4,668,00033
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed asts$100,000123
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,004,00021
Number of Managed Accounts$37,085,00013
Personal Trust and Agency Accounts$11,676,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,624,00029
Employee Benefit-defined Benefit Accounts$26,00029
Number of other employee benefit and retirement-related accounts$4,575,00031
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$16,354,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,767,0006
Other Fiduciary Accounts$63,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,533,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$2,919,00037
Personal Trust and Agency Accounts$706,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000125
Employee Benefit-defined Benefit Accounts$268,00047
Number non-managed other employee benefit and retirement-related accounts$99,000134
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$1,094,0007
Number (#) individual retirement, health savings, and other similar accounts$710,0001
Other Fiduciary Accounts$18,00056
Memoranda
Custody and Safekeeping Accounts$4,702,00035
Fiduciary Accounts Held in Foreign Offices$038
# of Individual retirement,health savings and similar accounts, non-managed asts$103,000157
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,373,00020
Number of Managed Accounts$37,397,00013
Personal Trust and Agency Accounts$12,104,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,632,00028
Employee Benefit-defined Benefit Accounts$30,00028
Number of other employee benefit and retirement-related accounts$4,511,00026
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$16,291,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,770,0006
Other Fiduciary Accounts$59,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,468,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,976,00035
Personal Trust and Agency Accounts$745,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000117
Employee Benefit-defined Benefit Accounts$276,00044
Number non-managed other employee benefit and retirement-related accounts$99,00069
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$1,103,0009
Number (#) individual retirement, health savings, and other similar accounts$714,0001
Other Fiduciary Accounts$15,00037
Memoranda
Custody and Safekeeping Accounts$4,729,00034
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed asts$99,000122
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,830,00019
Number of Managed Accounts$37,742,00012
Personal Trust and Agency Accounts$12,617,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,239,00035
Employee Benefit-defined Benefit Accounts$36,00021
Number of other employee benefit and retirement-related accounts$4,442,00028
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$16,582,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,767,0006
Other Fiduciary Accounts$59,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,398,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,088,00036
Personal Trust and Agency Accounts$849,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000124
Employee Benefit-defined Benefit Accounts$269,00048
Number non-managed other employee benefit and retirement-related accounts$102,000108
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$1,116,0007
Number (#) individual retirement, health savings, and other similar accounts$714,0001
Other Fiduciary Accounts$15,00046
Memoranda
Custody and Safekeeping Accounts$4,690,00031
Fiduciary Accounts Held in Foreign Offices$037
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000136
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,694,00019
Number of Managed Accounts$37,629,00013
Personal Trust and Agency Accounts$12,776,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,246,0004
Employee Benefit-defined Benefit Accounts$40,00022
Number of other employee benefit and retirement-related accounts$4,412,00019
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$16,347,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,749,0006
Other Fiduciary Accounts$59,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,363,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,065,00039
Personal Trust and Agency Accounts$850,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000118
Employee Benefit-defined Benefit Accounts$268,00010
Number non-managed other employee benefit and retirement-related accounts$101,00063
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$1,104,0006
Number (#) individual retirement, health savings, and other similar accounts$704,0001
Other Fiduciary Accounts$15,00034
Memoranda
Custody and Safekeeping Accounts$4,685,00032
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$95,00087
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,761,00019
Number of Managed Accounts$37,712,00013
Personal Trust and Agency Accounts$13,027,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,252,0004
Employee Benefit-defined Benefit Accounts$45,00023
Number of other employee benefit and retirement-related accounts$4,426,00019
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$16,189,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,713,0006
Other Fiduciary Accounts$60,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,369,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$3,049,00041
Personal Trust and Agency Accounts$846,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000129
Employee Benefit-defined Benefit Accounts$267,00010
Number non-managed other employee benefit and retirement-related accounts$97,00092
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$1,097,0006
Number (#) individual retirement, health savings, and other similar accounts$702,0001
Other Fiduciary Accounts$15,00045
Memoranda
Custody and Safekeeping Accounts$4,885,00035
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$97,000135
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,265,00019
Number of Managed Accounts$37,231,00013
Personal Trust and Agency Accounts$13,134,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,241,0004
Employee Benefit-defined Benefit Accounts$42,00025
Number of other employee benefit and retirement-related accounts$4,381,00019
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$15,676,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,697,0006
Other Fiduciary Accounts$60,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,323,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,034,00038
Personal Trust and Agency Accounts$820,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000121
Employee Benefit-defined Benefit Accounts$272,00010
Number non-managed other employee benefit and retirement-related accounts$97,00066
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$1,103,0005
Number (#) individual retirement, health savings, and other similar accounts$701,0001
Other Fiduciary Accounts$16,00035
Memoranda
Custody and Safekeeping Accounts$4,954,00033
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$99,00087
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,980,00018
Number of Managed Accounts$36,949,00013
Personal Trust and Agency Accounts$13,290,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,231,0003
Employee Benefit-defined Benefit Accounts$42,00021
Number of other employee benefit and retirement-related accounts$4,317,00019
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$15,317,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,692,0006
Other Fiduciary Accounts$60,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,259,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,031,00032
Personal Trust and Agency Accounts$826,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000118
Employee Benefit-defined Benefit Accounts$273,0008
Number non-managed other employee benefit and retirement-related accounts$96,00072
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$1,108,0006
Number (#) individual retirement, health savings, and other similar accounts$687,0001
Other Fiduciary Accounts$16,00039
Memoranda
Custody and Safekeeping Accounts$4,941,00030
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$97,00093
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,119,00018
Number of Managed Accounts$37,041,00013
Personal Trust and Agency Accounts$13,442,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,239,0003
Employee Benefit-defined Benefit Accounts$42,00020
Number of other employee benefit and retirement-related accounts$4,310,00019
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$15,243,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,706,0006
Other Fiduciary Accounts$59,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,252,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,078,00031
Personal Trust and Agency Accounts$837,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000102
Employee Benefit-defined Benefit Accounts$279,0008
Number non-managed other employee benefit and retirement-related accounts$98,00067
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$1,129,0006
Number (#) individual retirement, health savings, and other similar accounts$687,0001
Other Fiduciary Accounts$16,00036
Memoranda
Custody and Safekeeping Accounts$4,875,00030
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$107,00082
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,928,00018
Number of Managed Accounts$36,827,00012
Personal Trust and Agency Accounts$13,548,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,251,0003
Employee Benefit-defined Benefit Accounts$42,00023
Number of other employee benefit and retirement-related accounts$4,212,00019
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$15,006,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,709,0006
Other Fiduciary Accounts$59,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,154,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$3,101,00031
Personal Trust and Agency Accounts$852,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000107
Employee Benefit-defined Benefit Accounts$271,0009
Number non-managed other employee benefit and retirement-related accounts$100,00092
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$1,145,0006
Number (#) individual retirement, health savings, and other similar accounts$684,0001
Other Fiduciary Accounts$17,00045
Memoranda
Custody and Safekeeping Accounts$4,980,00030
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$105,000126
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,590,00018
Number of Managed Accounts$36,482,00012
Personal Trust and Agency Accounts$13,691,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,238,0003
Employee Benefit-defined Benefit Accounts$43,00022
Number of other employee benefit and retirement-related accounts$4,128,00020
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$14,600,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,722,0006
Other Fiduciary Accounts$60,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,070,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,108,00030
Personal Trust and Agency Accounts$836,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000103
Employee Benefit-defined Benefit Accounts$264,0009
Number non-managed other employee benefit and retirement-related accounts$99,00066
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$1,146,0006
Number (#) individual retirement, health savings, and other similar accounts$714,0001
Other Fiduciary Accounts$17,00035
Memoranda
Custody and Safekeeping Accounts$5,153,00025
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$106,00079
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,308,00019
Number of Managed Accounts$36,190,00013
Personal Trust and Agency Accounts$13,757,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,246,0003
Employee Benefit-defined Benefit Accounts$42,00022
Number of other employee benefit and retirement-related accounts$4,062,00020
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$14,297,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,724,0006
Other Fiduciary Accounts$62,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,007,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,118,00031
Personal Trust and Agency Accounts$850,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000109
Employee Benefit-defined Benefit Accounts$257,0009
Number non-managed other employee benefit and retirement-related accounts$99,00069
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$1,143,0005
Number (#) individual retirement, health savings, and other similar accounts$721,0001
Other Fiduciary Accounts$17,00036
Memoranda
Custody and Safekeeping Accounts$5,178,00026
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00088
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,088,00018
Number of Managed Accounts$35,973,00012
Personal Trust and Agency Accounts$13,807,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,246,0003
Employee Benefit-defined Benefit Accounts$45,00022
Number of other employee benefit and retirement-related accounts$4,005,00019
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$14,082,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,728,0006
Other Fiduciary Accounts$60,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,948,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,115,00031
Personal Trust and Agency Accounts$858,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00079
Employee Benefit-defined Benefit Accounts$252,0009
Number non-managed other employee benefit and retirement-related accounts$99,00067
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$1,121,0006
Number (#) individual retirement, health savings, and other similar accounts$713,0001
Other Fiduciary Accounts$17,00035
Memoranda
Custody and Safekeeping Accounts$5,098,00026
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$115,00079
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,111,00019
Number of Managed Accounts$35,970,00012
Personal Trust and Agency Accounts$13,964,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,265,0003
Employee Benefit-defined Benefit Accounts$48,00024
Number of other employee benefit and retirement-related accounts$3,970,00019
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$13,933,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,730,0006
Other Fiduciary Accounts$60,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,912,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$3,141,00033
Personal Trust and Agency Accounts$852,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00081
Employee Benefit-defined Benefit Accounts$252,0009
Number non-managed other employee benefit and retirement-related accounts$99,00098
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$1,155,0007
Number (#) individual retirement, health savings, and other similar accounts$713,0001
Other Fiduciary Accounts$17,00046
Memoranda
Custody and Safekeeping Accounts$5,076,00026
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$116,000125
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,104,00018
Number of Managed Accounts$35,999,00012
Personal Trust and Agency Accounts$14,110,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,246,0003
Employee Benefit-defined Benefit Accounts$47,00024
Number of other employee benefit and retirement-related accounts$3,949,00019
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$13,868,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,720,0006
Other Fiduciary Accounts$59,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,891,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,105,00032
Personal Trust and Agency Accounts$828,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00077
Employee Benefit-defined Benefit Accounts$247,00010
Number non-managed other employee benefit and retirement-related accounts$99,00068
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$1,151,0007
Number (#) individual retirement, health savings, and other similar accounts$709,0001
Other Fiduciary Accounts$17,00037
Memoranda
Custody and Safekeeping Accounts$5,076,00023
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$113,00081
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,114,00018
Number of Managed Accounts$36,004,00012
Personal Trust and Agency Accounts$14,144,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,260,0003
Employee Benefit-defined Benefit Accounts$47,00023
Number of other employee benefit and retirement-related accounts$3,919,00019
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$13,847,00012
Number of foundation and endowment trust and agency accounts, managed assets$2,729,0006
Other Fiduciary Accounts$58,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,861,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,110,00032
Personal Trust and Agency Accounts$828,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00080
Employee Benefit-defined Benefit Accounts$251,00010
Number non-managed other employee benefit and retirement-related accounts$100,00075
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$1,146,0007
Number (#) individual retirement, health savings, and other similar accounts$714,0001
Other Fiduciary Accounts$17,00036
Memoranda
Custody and Safekeeping Accounts$5,017,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00091
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,500,00018
Number of Managed Accounts$36,346,00012
Personal Trust and Agency Accounts$14,413,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,280,0003
Employee Benefit-defined Benefit Accounts$47,00023
Number of other employee benefit and retirement-related accounts$3,930,00019
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$13,859,00012
Number of foundation and endowment trust and agency accounts, managed assets$2,759,0006
Other Fiduciary Accounts$58,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,872,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,154,00032
Personal Trust and Agency Accounts$840,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00078
Employee Benefit-defined Benefit Accounts$258,0009
Number non-managed other employee benefit and retirement-related accounts$108,00067
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$1,154,0007
Number (#) individual retirement, health savings, and other similar accounts$724,0002
Other Fiduciary Accounts$16,00039
Memoranda
Custody and Safekeeping Accounts$4,929,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00087
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,633,00018
Number of Managed Accounts$36,489,00012
Personal Trust and Agency Accounts$14,599,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,285,0003
Employee Benefit-defined Benefit Accounts$48,00024
Number of other employee benefit and retirement-related accounts$3,929,00019
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$13,793,00012
Number of foundation and endowment trust and agency accounts, managed assets$2,774,0007
Other Fiduciary Accounts$61,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,871,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$3,144,00032
Personal Trust and Agency Accounts$850,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00083
Employee Benefit-defined Benefit Accounts$238,00011
Number non-managed other employee benefit and retirement-related accounts$109,00095
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$1,166,0007
Number (#) individual retirement, health savings, and other similar accounts$711,0002
Other Fiduciary Accounts$16,00053
Memoranda
Custody and Safekeeping Accounts$4,928,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$110,000131
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$44,725,00017
Number of Managed Accounts$41,660,00012
Personal Trust and Agency Accounts$20,030,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,280,0003
Employee Benefit-defined Benefit Accounts$48,00024
Number of other employee benefit and retirement-related accounts$3,856,00019
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$13,613,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,772,0006
Other Fiduciary Accounts$61,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,798,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,065,00033
Personal Trust and Agency Accounts$764,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00079
Employee Benefit-defined Benefit Accounts$223,00010
Number non-managed other employee benefit and retirement-related accounts$108,00070
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$1,187,0006
Number (#) individual retirement, health savings, and other similar accounts$715,0002
Other Fiduciary Accounts$16,00038
Memoranda
Custody and Safekeeping Accounts$4,775,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$110,00083
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,020,00016
Number of Managed Accounts$41,826,00011
Personal Trust and Agency Accounts$20,349,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,273,0003
Employee Benefit-defined Benefit Accounts$50,00023
Number of other employee benefit and retirement-related accounts$3,819,00019
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$13,504,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,772,0006
Other Fiduciary Accounts$59,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,761,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,194,00033
Personal Trust and Agency Accounts$878,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00082
Employee Benefit-defined Benefit Accounts$221,00010
Number non-managed other employee benefit and retirement-related accounts$115,00070
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$1,204,0007
Number (#) individual retirement, health savings, and other similar accounts$715,0002
Other Fiduciary Accounts$10,00050
Memoranda
Custody and Safekeeping Accounts$4,872,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$110,00090
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,090,00016
Number of Managed Accounts$41,871,00010
Personal Trust and Agency Accounts$20,553,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,289,0003
Employee Benefit-defined Benefit Accounts$51,00023
Number of other employee benefit and retirement-related accounts$3,771,00019
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$13,366,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,782,0006
Other Fiduciary Accounts$59,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,713,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,219,00033
Personal Trust and Agency Accounts$887,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00082
Employee Benefit-defined Benefit Accounts$224,00010
Number non-managed other employee benefit and retirement-related accounts$112,00073
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$1,222,0007
Number (#) individual retirement, health savings, and other similar accounts$709,0002
Other Fiduciary Accounts$10,00050
Memoranda
Custody and Safekeeping Accounts$4,883,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$111,00091
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,206,00016
Number of Managed Accounts$41,968,00010
Personal Trust and Agency Accounts$20,653,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,303,0003
Employee Benefit-defined Benefit Accounts$48,00023
Number of other employee benefit and retirement-related accounts$3,763,00019
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$13,410,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,789,0006
Other Fiduciary Accounts$2,000143
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,698,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$3,238,00033
Personal Trust and Agency Accounts$903,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00085
Employee Benefit-defined Benefit Accounts$203,00010
Number non-managed other employee benefit and retirement-related accounts$110,00098
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$1,254,0007
Number (#) individual retirement, health savings, and other similar accounts$703,0002
Other Fiduciary Accounts$10,00071
Memoranda
Custody and Safekeeping Accounts$4,837,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$112,000128
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$45,287,00017
Number of Managed Accounts$41,992,00010
Personal Trust and Agency Accounts$20,873,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,258,0003
Employee Benefit-defined Benefit Accounts$51,00021
Number of other employee benefit and retirement-related accounts$3,723,00020
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$13,290,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,795,0005
Other Fiduciary Accounts$2,00095
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,658,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,295,00031
Personal Trust and Agency Accounts$903,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00082
Employee Benefit-defined Benefit Accounts$234,00010
Number non-managed other employee benefit and retirement-related accounts$109,00072
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$1,283,0007
Number (#) individual retirement, health savings, and other similar accounts$699,0002
Other Fiduciary Accounts$11,00049
Memoranda
Custody and Safekeeping Accounts$4,793,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$113,00088
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$45,428,00016
Number of Managed Accounts$42,069,00010
Personal Trust and Agency Accounts$21,007,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,231,0003
Employee Benefit-defined Benefit Accounts$53,00022
Number of other employee benefit and retirement-related accounts$3,686,00020
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$13,269,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,822,0005
Other Fiduciary Accounts$1,000103
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,619,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,359,00030
Personal Trust and Agency Accounts$920,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00082
Employee Benefit-defined Benefit Accounts$244,00010
Number non-managed other employee benefit and retirement-related accounts$104,00072
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$1,333,0007
Number (#) individual retirement, health savings, and other similar accounts$692,0002
Other Fiduciary Accounts$11,00050
Memoranda
Custody and Safekeeping Accounts$4,799,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$112,00089
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$45,253,00017
Number of Managed Accounts$41,841,00010
Personal Trust and Agency Accounts$21,044,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,202,0003
Employee Benefit-defined Benefit Accounts$54,00021
Number of other employee benefit and retirement-related accounts$3,652,00020
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$13,065,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,823,0005
Other Fiduciary Accounts$1,000105
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,586,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,412,00029
Personal Trust and Agency Accounts$919,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00084
Employee Benefit-defined Benefit Accounts$255,00010
Number non-managed other employee benefit and retirement-related accounts$103,00077
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$1,378,0007
Number (#) individual retirement, health savings, and other similar accounts$691,0002
Other Fiduciary Accounts$11,00051
Memoranda
Custody and Safekeeping Accounts$4,930,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$112,00093
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$45,794,00017
Number of Managed Accounts$42,235,00010
Personal Trust and Agency Accounts$21,393,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,251,0003
Employee Benefit-defined Benefit Accounts$44,00029
Number of other employee benefit and retirement-related accounts$3,676,00019
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$13,038,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,831,0005
Other Fiduciary Accounts$2,000152
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,600,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$3,559,00032
Personal Trust and Agency Accounts$982,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00086
Employee Benefit-defined Benefit Accounts$265,00010
Number non-managed other employee benefit and retirement-related accounts$102,000108
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$1,450,0007
Number (#) individual retirement, health savings, and other similar accounts$693,0002
Other Fiduciary Accounts$10,00079
Memoranda
Custody and Safekeeping Accounts$4,965,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$117,000128
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$45,727,00017
Number of Managed Accounts$42,163,00010
Personal Trust and Agency Accounts$21,375,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,224,0004
Employee Benefit-defined Benefit Accounts$44,00026
Number of other employee benefit and retirement-related accounts$3,673,00018
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$12,996,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,849,0005
Other Fiduciary Accounts$2,00098
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,595,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,564,00029
Personal Trust and Agency Accounts$958,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00083
Employee Benefit-defined Benefit Accounts$270,00010
Number non-managed other employee benefit and retirement-related accounts$105,00074
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$1,472,0006
Number (#) individual retirement, health savings, and other similar accounts$692,0002
Other Fiduciary Accounts$10,00057
Memoranda
Custody and Safekeeping Accounts$4,943,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$118,00090
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$45,956,00016
Number of Managed Accounts$42,325,00010
Personal Trust and Agency Accounts$21,539,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,190,0003
Employee Benefit-defined Benefit Accounts$46,00024
Number of other employee benefit and retirement-related accounts$3,672,00018
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$13,032,0009
Number of foundation and endowment trust and agency accounts, managed assets$2,844,0005
Other Fiduciary Accounts$2,000101
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,587,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,631,00029
Personal Trust and Agency Accounts$995,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00085
Employee Benefit-defined Benefit Accounts$268,00010
Number non-managed other employee benefit and retirement-related accounts$104,00076
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$1,505,0005
Number (#) individual retirement, health savings, and other similar accounts$692,0002
Other Fiduciary Accounts$11,00055
Memoranda
Custody and Safekeeping Accounts$5,079,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$124,00085
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$45,787,00016
Number of Managed Accounts$42,170,00010
Personal Trust and Agency Accounts$21,533,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,147,0003
Employee Benefit-defined Benefit Accounts$48,00024
Number of other employee benefit and retirement-related accounts$3,680,00017
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$12,904,0009
Number of foundation and endowment trust and agency accounts, managed assets$2,856,0005
Other Fiduciary Accounts$2,00097
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,593,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,617,00030
Personal Trust and Agency Accounts$987,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00084
Employee Benefit-defined Benefit Accounts$258,00010
Number non-managed other employee benefit and retirement-related accounts$101,00078
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$1,514,0005
Number (#) individual retirement, health savings, and other similar accounts$690,0002
Other Fiduciary Accounts$11,00059
Memoranda
Custody and Safekeeping Accounts$5,004,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$119,00089
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$46,211,00016
Number of Managed Accounts$42,481,00010
Personal Trust and Agency Accounts$21,740,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,150,0003
Employee Benefit-defined Benefit Accounts$57,00023
Number of other employee benefit and retirement-related accounts$3,730,00017
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$12,962,0009
Number of foundation and endowment trust and agency accounts, managed assets$2,840,0005
Other Fiduciary Accounts$2,000152
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,641,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$3,730,00031
Personal Trust and Agency Accounts$1,057,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00077
Employee Benefit-defined Benefit Accounts$258,00011
Number non-managed other employee benefit and retirement-related accounts$101,000115
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$1,544,0005
Number (#) individual retirement, health savings, and other similar accounts$691,0002
Other Fiduciary Accounts$11,00081
Memoranda
Custody and Safekeeping Accounts$5,066,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$122,000129
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$43,806,00016
Number of Managed Accounts$40,124,00010
Personal Trust and Agency Accounts$20,768,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,104,0003
Employee Benefit-defined Benefit Accounts$54,00023
Number of other employee benefit and retirement-related accounts$3,505,00018
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$11,924,0009
Number of foundation and endowment trust and agency accounts, managed assets$2,767,0005
Other Fiduciary Accounts$2,00090
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,409,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,682,00028
Personal Trust and Agency Accounts$1,004,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00074
Employee Benefit-defined Benefit Accounts$271,00011
Number non-managed other employee benefit and retirement-related accounts$107,00078
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$1,528,0004
Number (#) individual retirement, health savings, and other similar accounts$693,0002
Other Fiduciary Accounts$11,00054
Memoranda
Custody and Safekeeping Accounts$4,827,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000108
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$44,045,00016
Number of Managed Accounts$40,316,0009
Personal Trust and Agency Accounts$20,952,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,094,0003
Employee Benefit-defined Benefit Accounts$55,00022
Number of other employee benefit and retirement-related accounts$3,475,00017
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$11,932,0009
Number of foundation and endowment trust and agency accounts, managed assets$2,805,0005
Other Fiduciary Accounts$3,00085
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,378,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,729,00028
Personal Trust and Agency Accounts$998,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00074
Employee Benefit-defined Benefit Accounts$269,00010
Number non-managed other employee benefit and retirement-related accounts$107,00079
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$1,562,0004
Number (#) individual retirement, health savings, and other similar accounts$711,0003
Other Fiduciary Accounts$12,00051
Memoranda
Custody and Safekeeping Accounts$4,832,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$96,000108
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$44,313,00016
Number of Managed Accounts$40,501,0009
Personal Trust and Agency Accounts$21,084,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,115,0003
Employee Benefit-defined Benefit Accounts$67,00019
Number of other employee benefit and retirement-related accounts$3,493,00016
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$11,920,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,817,0005
Other Fiduciary Accounts$5,00077
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,395,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,812,00027
Personal Trust and Agency Accounts$1,016,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00075
Employee Benefit-defined Benefit Accounts$271,00011
Number non-managed other employee benefit and retirement-related accounts$114,00078
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$1,593,0004
Number (#) individual retirement, health savings, and other similar accounts$736,0003
Other Fiduciary Accounts$12,00050
Memoranda
Custody and Safekeeping Accounts$5,060,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000105
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$44,668,00015
Number of Managed Accounts$40,683,00010
Personal Trust and Agency Accounts$21,207,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,118,0003
Employee Benefit-defined Benefit Accounts$69,00022
Number of other employee benefit and retirement-related accounts$3,535,00015
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$11,889,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,860,0005
Other Fiduciary Accounts$5,000109
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,438,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$3,985,00027
Personal Trust and Agency Accounts$1,142,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00084
Employee Benefit-defined Benefit Accounts$274,00010
Number non-managed other employee benefit and retirement-related accounts$112,000112
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$1,628,0004
Number (#) individual retirement, health savings, and other similar accounts$749,0003
Other Fiduciary Accounts$12,00076
Memoranda
Custody and Safekeeping Accounts$5,018,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$101,000160
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$44,877,00015
Number of Managed Accounts$40,774,0009
Personal Trust and Agency Accounts$21,649,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,084,0003
Employee Benefit-defined Benefit Accounts$55,00026
Number of other employee benefit and retirement-related accounts$3,465,00015
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$11,726,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,790,0005
Other Fiduciary Accounts$5,00076
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,369,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,103,00025
Personal Trust and Agency Accounts$1,264,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00081
Employee Benefit-defined Benefit Accounts$277,00010
Number non-managed other employee benefit and retirement-related accounts$106,00083
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$1,646,0004
Number (#) individual retirement, health savings, and other similar accounts$729,0003
Other Fiduciary Accounts$12,00053
Memoranda
Custody and Safekeeping Accounts$5,105,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$99,000109
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$45,004,00015
Number of Managed Accounts$40,865,00010
Personal Trust and Agency Accounts$21,851,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,065,0004
Employee Benefit-defined Benefit Accounts$56,00024
Number of other employee benefit and retirement-related accounts$3,458,00016
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$11,633,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,797,0005
Other Fiduciary Accounts$5,00076
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,362,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,139,00026
Personal Trust and Agency Accounts$1,287,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00082
Employee Benefit-defined Benefit Accounts$279,00010
Number non-managed other employee benefit and retirement-related accounts$104,00082
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$1,670,0004
Number (#) individual retirement, health savings, and other similar accounts$719,0003
Other Fiduciary Accounts$12,00054
Memoranda
Custody and Safekeeping Accounts$5,326,00027
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$94,000104
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$44,970,00016
Number of Managed Accounts$40,889,0009
Personal Trust and Agency Accounts$22,073,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,074,0003
Employee Benefit-defined Benefit Accounts$59,00024
Number of other employee benefit and retirement-related accounts$3,435,00015
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$11,475,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,818,0005
Other Fiduciary Accounts$5,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,338,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,081,00028
Personal Trust and Agency Accounts$1,275,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00082
Employee Benefit-defined Benefit Accounts$279,00011
Number non-managed other employee benefit and retirement-related accounts$102,00088
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$1,700,0004
Number (#) individual retirement, health savings, and other similar accounts$715,0003
Other Fiduciary Accounts$12,00056
Memoranda
Custody and Safekeeping Accounts$5,365,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000111
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$45,188,00016
Number of Managed Accounts$40,906,0009
Personal Trust and Agency Accounts$22,257,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,050,0003
Employee Benefit-defined Benefit Accounts$61,00024
Number of other employee benefit and retirement-related accounts$3,358,00015
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$11,367,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,808,0005
Other Fiduciary Accounts$5,000103
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,260,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$4,282,00030
Personal Trust and Agency Accounts$1,320,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00089
Employee Benefit-defined Benefit Accounts$278,00011
Number non-managed other employee benefit and retirement-related accounts$98,000134
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$1,732,0004
Number (#) individual retirement, health savings, and other similar accounts$773,0004
Other Fiduciary Accounts$14,00079
Memoranda
Custody and Safekeeping Accounts$5,492,00028
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$92,000176
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$45,577,00016
Number of Managed Accounts$41,131,0009
Personal Trust and Agency Accounts$22,570,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,002,0003
Employee Benefit-defined Benefit Accounts$62,00023
Number of other employee benefit and retirement-related accounts$3,382,00015
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$11,325,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,785,0005
Other Fiduciary Accounts$5,00066
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,280,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,446,00028
Personal Trust and Agency Accounts$1,374,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00081
Employee Benefit-defined Benefit Accounts$271,00014
Number non-managed other employee benefit and retirement-related accounts$95,00086
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$1,764,0004
Number (#) individual retirement, health savings, and other similar accounts$863,0003
Other Fiduciary Accounts$12,00056
Memoranda
Custody and Safekeeping Accounts$5,616,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$98,000107
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$46,004,00018
Number of Managed Accounts$41,486,0009
Personal Trust and Agency Accounts$22,904,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$972,0003
Employee Benefit-defined Benefit Accounts$62,00023
Number of other employee benefit and retirement-related accounts$3,410,00015
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$11,324,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,809,0005
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,308,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,518,00028
Personal Trust and Agency Accounts$1,396,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00077
Employee Benefit-defined Benefit Accounts$264,00015
Number non-managed other employee benefit and retirement-related accounts$94,00092
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$1,794,0004
Number (#) individual retirement, health savings, and other similar accounts$890,0003
Other Fiduciary Accounts$11,00059
Memoranda
Custody and Safekeeping Accounts$5,856,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$98,000109
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$45,410,00019
Number of Managed Accounts$40,941,0009
Personal Trust and Agency Accounts$22,765,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$939,0004
Employee Benefit-defined Benefit Accounts$65,00024
Number of other employee benefit and retirement-related accounts$3,345,00015
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$11,009,00010
Number of foundation and endowment trust and agency accounts, managed assets$2,813,0005
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,242,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,469,00030
Personal Trust and Agency Accounts$1,368,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00084
Employee Benefit-defined Benefit Accounts$264,00015
Number non-managed other employee benefit and retirement-related accounts$94,00096
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$1,782,0004
Number (#) individual retirement, health savings, and other similar accounts$884,0003
Other Fiduciary Accounts$11,00063
Memoranda
Custody and Safekeeping Accounts$5,663,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$98,000114
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$25,161,00025
Number of Managed Accounts$22,717,00013
Personal Trust and Agency Accounts$11,408,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$916,0005
Employee Benefit-defined Benefit Accounts$101,00017
Number of other employee benefit and retirement-related accounts$3,205,00015
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$5,789,00015
Number of foundation and endowment trust and agency accounts, managed assets$1,246,0009
Other Fiduciary Accounts$52,00027
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,194,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$2,444,00043
Personal Trust and Agency Accounts$646,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000101
Employee Benefit-defined Benefit Accounts$269,00014
Number non-managed other employee benefit and retirement-related accounts$0762
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$917,0004
Number (#) individual retirement, health savings, and other similar accounts$448,0005
Other Fiduciary Accounts$104,00030
Memoranda
Custody and Safekeeping Accounts$3,550,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$95,000177
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$25,133,00026
Number of Managed Accounts$22,658,00014
Personal Trust and Agency Accounts$12,407,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$888,0005
Employee Benefit-defined Benefit Accounts$114,00014
Number of other employee benefit and retirement-related accounts$3,158,00016
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$5,702,00016
Number of foundation and endowment trust and agency accounts, managed assets$338,00022
Other Fiduciary Accounts$51,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,147,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,475,00045
Personal Trust and Agency Accounts$736,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00095
Employee Benefit-defined Benefit Accounts$264,00013
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$947,0003
Number (#) individual retirement, health savings, and other similar accounts$363,0006
Other Fiduciary Accounts$106,00024
Memoranda
Custody and Safekeeping Accounts$3,513,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$97,000114
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$25,167,00026
Number of Managed Accounts$22,689,00013
Personal Trust and Agency Accounts$12,494,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$852,0005
Employee Benefit-defined Benefit Accounts$124,00013
Number of other employee benefit and retirement-related accounts$3,105,00013
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$5,714,00016
Number of foundation and endowment trust and agency accounts, managed assets$349,00021
Other Fiduciary Accounts$51,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,094,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,478,00045
Personal Trust and Agency Accounts$743,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00097
Employee Benefit-defined Benefit Accounts$257,00013
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$953,0003
Number (#) individual retirement, health savings, and other similar accounts$359,0006
Other Fiduciary Accounts$107,00024
Memoranda
Custody and Safekeeping Accounts$3,654,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$101,000115
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$25,182,00025
Number of Managed Accounts$22,657,00012
Personal Trust and Agency Accounts$12,613,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$803,0006
Employee Benefit-defined Benefit Accounts$132,00012
Number of other employee benefit and retirement-related accounts$3,049,00013
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$5,663,00016
Number of foundation and endowment trust and agency accounts, managed assets$356,00020
Other Fiduciary Accounts$51,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,039,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,525,00043
Personal Trust and Agency Accounts$752,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00097
Employee Benefit-defined Benefit Accounts$254,00014
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$989,0003
Number (#) individual retirement, health savings, and other similar accounts$361,0007
Other Fiduciary Accounts$108,00024
Memoranda
Custody and Safekeeping Accounts$3,647,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$110,000110
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$24,935,00024
Number of Managed Accounts$22,403,00011
Personal Trust and Agency Accounts$12,635,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$738,0006
Employee Benefit-defined Benefit Accounts$149,00012
Number of other employee benefit and retirement-related accounts$3,002,00013
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$5,484,00015
Number of foundation and endowment trust and agency accounts, managed assets$354,00019
Other Fiduciary Accounts$41,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,992,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,199,00022
Number of Non-Managed Accounts$2,532,00045
Personal Trust and Agency Accounts$736,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,000101
Employee Benefit-defined Benefit Accounts$257,00015
Number non-managed other employee benefit and retirement-related accounts$0765
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$997,0003
Number (#) individual retirement, health savings, and other similar accounts$363,0006
Other Fiduciary Accounts$113,00028
Memoranda
Custody and Safekeeping Accounts$3,914,00033
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$120,000160
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$24,357,00025
Number of Managed Accounts$21,889,00012
Personal Trust and Agency Accounts$12,653,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$651,0006
Employee Benefit-defined Benefit Accounts$162,00010
Number of other employee benefit and retirement-related accounts$2,907,00013
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$5,121,00016
Number of foundation and endowment trust and agency accounts, managed assets$355,00019
Other Fiduciary Accounts$40,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,897,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,468,00042
Personal Trust and Agency Accounts$679,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00088
Employee Benefit-defined Benefit Accounts$260,00014
Number non-managed other employee benefit and retirement-related accounts$3,000278
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$989,0003
Number (#) individual retirement, health savings, and other similar accounts$305,0004
Other Fiduciary Accounts$166,00019
Memoranda
Custody and Safekeeping Accounts$3,570,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$115,000100
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$24,241,00024
Number of Managed Accounts$21,717,00011
Personal Trust and Agency Accounts$12,705,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$611,0006
Employee Benefit-defined Benefit Accounts$165,00010
Number of other employee benefit and retirement-related accounts$2,848,00013
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$4,994,00015
Number of foundation and endowment trust and agency accounts, managed assets$355,00017
Other Fiduciary Accounts$39,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,838,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,524,00043
Personal Trust and Agency Accounts$715,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00091
Employee Benefit-defined Benefit Accounts$269,00015
Number non-managed other employee benefit and retirement-related accounts$3,000282
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$994,0003
Number (#) individual retirement, health savings, and other similar accounts$312,0004
Other Fiduciary Accounts$165,00018
Memoranda
Custody and Safekeeping Accounts$3,524,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$117,000101
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$24,184,00025
Number of Managed Accounts$21,650,00012
Personal Trust and Agency Accounts$12,828,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$552,0008
Employee Benefit-defined Benefit Accounts$176,0008
Number of other employee benefit and retirement-related accounts$2,772,00014
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$4,924,00015
Number of foundation and endowment trust and agency accounts, managed assets$359,00018
Other Fiduciary Accounts$39,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,762,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,534,00041
Personal Trust and Agency Accounts$718,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,00091
Employee Benefit-defined Benefit Accounts$252,00014
Number non-managed other employee benefit and retirement-related accounts$3,000277
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$1,010,0003
Number (#) individual retirement, health savings, and other similar accounts$318,0004
Other Fiduciary Accounts$164,00018
Memoranda
Custody and Safekeeping Accounts$3,643,00032
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$118,00098
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$24,029,00023
Number of Managed Accounts$21,443,00011
Personal Trust and Agency Accounts$12,867,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$503,0009
Employee Benefit-defined Benefit Accounts$180,0008
Number of other employee benefit and retirement-related accounts$2,694,00014
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$4,794,00015
Number of foundation and endowment trust and agency accounts, managed assets$365,00018
Other Fiduciary Accounts$40,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,684,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,932,00019
Number of Non-Managed Accounts$2,586,00044
Personal Trust and Agency Accounts$758,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,000100
Employee Benefit-defined Benefit Accounts$254,00013
Number non-managed other employee benefit and retirement-related accounts$3,000641
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$1,017,0003
Number (#) individual retirement, health savings, and other similar accounts$317,0005
Other Fiduciary Accounts$166,00023
Memoranda
Custody and Safekeeping Accounts$3,673,00032
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$118,000165
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$23,762,00025
Number of Managed Accounts$21,197,00013
Personal Trust and Agency Accounts$12,905,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$428,0009
Employee Benefit-defined Benefit Accounts$184,0008
Number of other employee benefit and retirement-related accounts$2,594,00016
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$4,686,00017
Number of foundation and endowment trust and agency accounts, managed assets$361,00017
Other Fiduciary Accounts$39,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,584,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,565,00043
Personal Trust and Agency Accounts$757,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00090
Employee Benefit-defined Benefit Accounts$263,00013
Number non-managed other employee benefit and retirement-related accounts$3,000286
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$1,002,0001
Number (#) individual retirement, health savings, and other similar accounts$323,0003
Other Fiduciary Accounts$146,00017
Memoranda
Custody and Safekeeping Accounts$3,679,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$113,00099
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$23,794,00026
Number of Managed Accounts$21,190,00012
Personal Trust and Agency Accounts$13,086,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$394,00010
Employee Benefit-defined Benefit Accounts$186,0008
Number of other employee benefit and retirement-related accounts$2,545,00016
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$4,576,00017
Number of foundation and endowment trust and agency accounts, managed assets$363,00018
Other Fiduciary Accounts$40,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,535,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,604,00042
Personal Trust and Agency Accounts$768,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00090
Employee Benefit-defined Benefit Accounts$261,00013
Number non-managed other employee benefit and retirement-related accounts$4,000281
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$1,019,0001
Number (#) individual retirement, health savings, and other similar accounts$331,0002
Other Fiduciary Accounts$147,00018
Memoranda
Custody and Safekeeping Accounts$3,730,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$115,00096
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$23,930,00025
Number of Managed Accounts$21,150,00011
Personal Trust and Agency Accounts$13,198,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$364,00011
Employee Benefit-defined Benefit Accounts$197,0008
Number of other employee benefit and retirement-related accounts$2,501,00015
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$4,477,00018
Number of foundation and endowment trust and agency accounts, managed assets$370,00017
Other Fiduciary Accounts$43,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,491,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,780,00043
Personal Trust and Agency Accounts$785,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00086
Employee Benefit-defined Benefit Accounts$321,00012
Number non-managed other employee benefit and retirement-related accounts$4,000285
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$1,022,0001
Number (#) individual retirement, health savings, and other similar accounts$395,0003
Other Fiduciary Accounts$174,00018
Memoranda
Custody and Safekeeping Accounts$3,917,00030
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$117,00092
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$23,901,00025
Number of Managed Accounts$21,111,00011
Personal Trust and Agency Accounts$13,284,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$340,00012
Employee Benefit-defined Benefit Accounts$208,0009
Number of other employee benefit and retirement-related accounts$2,490,00015
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$4,376,00018
Number of foundation and endowment trust and agency accounts, managed assets$370,00014
Other Fiduciary Accounts$43,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,479,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,106,00021
Number of Non-Managed Accounts$2,790,00044
Personal Trust and Agency Accounts$793,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00094
Employee Benefit-defined Benefit Accounts$311,00013
Number non-managed other employee benefit and retirement-related accounts$5,000602
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$1,023,0001
Number (#) individual retirement, health savings, and other similar accounts$404,0003
Other Fiduciary Accounts$175,00025
Memoranda
Custody and Safekeeping Accounts$3,935,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$117,000162
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$23,993,00023
Number of Managed Accounts$21,124,00010
Personal Trust and Agency Accounts$13,509,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$317,00012
Employee Benefit-defined Benefit Accounts$217,0009
Number of other employee benefit and retirement-related accounts$2,373,00015
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$4,289,00018
Number of foundation and endowment trust and agency accounts, managed assets$376,00014
Other Fiduciary Accounts$43,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$2,361,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,869,00041
Personal Trust and Agency Accounts$806,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00082
Employee Benefit-defined Benefit Accounts$337,00012
Number non-managed other employee benefit and retirement-related accounts$5,000264
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$1,022,0001
Number (#) individual retirement, health savings, and other similar accounts$431,0003
Other Fiduciary Accounts$179,00019
Memoranda
Custody and Safekeeping Accounts$4,157,00028
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$120,00088
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$24,037,00023
Number of Managed Accounts$21,142,00010
Personal Trust and Agency Accounts$13,650,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$296,00012
Employee Benefit-defined Benefit Accounts$220,0009
Number of other employee benefit and retirement-related accounts$2,342,00015
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$4,218,00018
Number of foundation and endowment trust and agency accounts, managed assets$372,00014
Other Fiduciary Accounts$44,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$2,329,00015
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,895,00043
Personal Trust and Agency Accounts$818,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00080
Employee Benefit-defined Benefit Accounts$335,00013
Number non-managed other employee benefit and retirement-related accounts$6,000253
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$1,042,0001
Number (#) individual retirement, health savings, and other similar accounts$428,0004
Other Fiduciary Accounts$176,00021
Memoranda
Custody and Safekeeping Accounts$4,196,00028
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$126,00081
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$24,065,00026
Number of Managed Accounts$21,108,00010
Personal Trust and Agency Accounts$13,753,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00013
Employee Benefit-defined Benefit Accounts$235,0009
Number of other employee benefit and retirement-related accounts$2,251,00014
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$4,148,00018
Number of foundation and endowment trust and agency accounts, managed assets$393,00014
Other Fiduciary Accounts$49,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$2,238,00013
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,957,00043
Personal Trust and Agency Accounts$835,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00081
Employee Benefit-defined Benefit Accounts$336,00014
Number non-managed other employee benefit and retirement-related accounts$6,000250
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$1,062,0002
Number (#) individual retirement, health savings, and other similar accounts$453,0005
Other Fiduciary Accounts$175,00022
Memoranda
Custody and Safekeeping Accounts$4,164,00029
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$134,00071
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$24,087,00026
Number of Managed Accounts$21,099,00012
Personal Trust and Agency Accounts$13,856,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$254,00016
Employee Benefit-defined Benefit Accounts$241,0009
Number of other employee benefit and retirement-related accounts$2,220,00017
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$4,085,00019
Number of foundation and endowment trust and agency accounts, managed assets$394,00016
Other Fiduciary Accounts$49,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$2,207,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,060,00024
Number of Non-Managed Accounts$2,988,00046
Personal Trust and Agency Accounts$851,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00085
Employee Benefit-defined Benefit Accounts$336,00015
Number non-managed other employee benefit and retirement-related accounts$6,000594
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$1,080,0002
Number (#) individual retirement, health savings, and other similar accounts$448,0005
Other Fiduciary Accounts$174,00027
Memoranda
Custody and Safekeeping Accounts$4,082,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$132,000149
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$24,140,00029
Number of Managed Accounts$22,254,00015
Personal Trust and Agency Accounts$14,368,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$189,00021
Employee Benefit-defined Benefit Accounts$174,00012
Number of other employee benefit and retirement-related accounts$2,225,00020
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$5,115,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$183,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,886,00052
Personal Trust and Agency Accounts$1,195,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00082
Employee Benefit-defined Benefit Accounts$315,00016
Number non-managed other employee benefit and retirement-related accounts$5,000254
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$281,00020
Memoranda
Custody and Safekeeping Accounts$4,059,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,550,00028
Number of Managed Accounts$22,654,00014
Personal Trust and Agency Accounts$14,657,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$181,00021
Employee Benefit-defined Benefit Accounts$177,00012
Number of other employee benefit and retirement-related accounts$2,266,00018
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$5,183,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$190,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,896,00051
Personal Trust and Agency Accounts$1,213,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00084
Employee Benefit-defined Benefit Accounts$305,00015
Number non-managed other employee benefit and retirement-related accounts$5,000263
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$276,00021
Memoranda
Custody and Safekeeping Accounts$4,267,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,688,00028
Number of Managed Accounts$22,764,00015
Personal Trust and Agency Accounts$14,796,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00021
Employee Benefit-defined Benefit Accounts$175,00013
Number of other employee benefit and retirement-related accounts$2,246,00019
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$5,176,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$195,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,924,00048
Personal Trust and Agency Accounts$1,225,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00083
Employee Benefit-defined Benefit Accounts$322,00015
Number non-managed other employee benefit and retirement-related accounts$5,000264
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$275,00020
Memoranda
Custody and Safekeeping Accounts$4,264,00031
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,757,00029
Number of Managed Accounts$22,761,00015
Personal Trust and Agency Accounts$14,775,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$187,00022
Employee Benefit-defined Benefit Accounts$182,00012
Number of other employee benefit and retirement-related accounts$2,242,00019
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$5,171,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$204,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,996,00056
Personal Trust and Agency Accounts$1,275,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00093
Employee Benefit-defined Benefit Accounts$332,00015
Number non-managed other employee benefit and retirement-related accounts$5,000622
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$289,00027
Memoranda
Custody and Safekeeping Accounts$4,222,00034
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,906,00027
Number of Managed Accounts$22,936,00015
Personal Trust and Agency Accounts$14,972,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$181,00024
Employee Benefit-defined Benefit Accounts$180,00012
Number of other employee benefit and retirement-related accounts$2,244,00020
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$5,150,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$209,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,970,00051
Personal Trust and Agency Accounts$1,260,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00084
Employee Benefit-defined Benefit Accounts$317,00016
Number non-managed other employee benefit and retirement-related accounts$6,000276
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$292,00020
Memoranda
Custody and Safekeeping Accounts$4,204,00032
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,932,00026
Number of Managed Accounts$22,896,00014
Personal Trust and Agency Accounts$15,072,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00027
Employee Benefit-defined Benefit Accounts$180,00013
Number of other employee benefit and retirement-related accounts$2,207,00019
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$5,045,00018
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$213,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,036,00053
Personal Trust and Agency Accounts$1,314,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00087
Employee Benefit-defined Benefit Accounts$319,00016
Number non-managed other employee benefit and retirement-related accounts$12,000249
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$296,00019
Memoranda
Custody and Safekeeping Accounts$4,261,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$24,961,00025
Number of Managed Accounts$22,845,00014
Personal Trust and Agency Accounts$15,164,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00023
Employee Benefit-defined Benefit Accounts$174,00012
Number of other employee benefit and retirement-related accounts$2,143,00019
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$4,961,00018
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$218,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,116,00048
Personal Trust and Agency Accounts$1,357,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00088
Employee Benefit-defined Benefit Accounts$339,00016
Number non-managed other employee benefit and retirement-related accounts$18,000226
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$306,00019
Memoranda
Custody and Safekeeping Accounts$4,449,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,030,00026
Number of Managed Accounts$22,859,00015
Personal Trust and Agency Accounts$15,254,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00023
Employee Benefit-defined Benefit Accounts$174,00013
Number of other employee benefit and retirement-related accounts$2,084,00019
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$4,927,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$228,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,171,00052
Personal Trust and Agency Accounts$1,414,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00099
Employee Benefit-defined Benefit Accounts$331,00016
Number non-managed other employee benefit and retirement-related accounts$15,000485
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$314,00024
Memoranda
Custody and Safekeeping Accounts$4,358,00036
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$25,535,00024
Number of Managed Accounts$23,324,00014
Personal Trust and Agency Accounts$15,412,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$194,00024
Employee Benefit-defined Benefit Accounts$171,00013
Number of other employee benefit and retirement-related accounts$2,041,00018
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$4,906,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$600,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,211,00045
Personal Trust and Agency Accounts$1,455,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,00077
Employee Benefit-defined Benefit Accounts$321,00016
Number non-managed other employee benefit and retirement-related accounts$10,000243
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$315,00017
Memoranda
Custody and Safekeeping Accounts$4,406,00033
Fiduciary Accounts Held in Foreign Offices$011
# 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$25,622,00023
Number of Managed Accounts$23,341,00013
Personal Trust and Agency Accounts$15,490,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00024
Employee Benefit-defined Benefit Accounts$180,00014
Number of other employee benefit and retirement-related accounts$1,974,00017
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$4,783,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$719,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,281,00045
Personal Trust and Agency Accounts$1,508,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00081
Employee Benefit-defined Benefit Accounts$301,00018
Number non-managed other employee benefit and retirement-related accounts$15,000227
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$339,00017
Memoranda
Custody and Safekeeping Accounts$4,345,00034
Fiduciary Accounts Held in Foreign Offices$013
# 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$25,694,00023
Number of Managed Accounts$23,398,00014
Personal Trust and Agency Accounts$15,561,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00028
Employee Benefit-defined Benefit Accounts$177,00014
Number of other employee benefit and retirement-related accounts$1,895,00016
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$4,732,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$841,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,296,00044
Personal Trust and Agency Accounts$1,524,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00081
Employee Benefit-defined Benefit Accounts$292,00017
Number non-managed other employee benefit and retirement-related accounts$23,000200
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$340,00017
Memoranda
Custody and Safekeeping Accounts$4,210,00035
Fiduciary Accounts Held in Foreign Offices$012
# 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$26,041,00023
Number of Managed Accounts$23,840,00013
Personal Trust and Agency Accounts$15,687,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00030
Employee Benefit-defined Benefit Accounts$182,00019
Number of other employee benefit and retirement-related accounts$1,729,00015
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$4,537,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,508,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,201,00051
Personal Trust and Agency Accounts$1,419,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00092
Employee Benefit-defined Benefit Accounts$287,00017
Number non-managed other employee benefit and retirement-related accounts$25,000392
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$354,00024
Memoranda
Custody and Safekeeping Accounts$4,288,00034
Fiduciary Accounts Held in Foreign Offices$014
# 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$25,983,00023
Number of Managed Accounts$23,717,00013
Personal Trust and Agency Accounts$15,750,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00027
Employee Benefit-defined Benefit Accounts$182,00014
Number of other employee benefit and retirement-related accounts$1,668,00015
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$4,408,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,514,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,266,00047
Personal Trust and Agency Accounts$1,486,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00086
Employee Benefit-defined Benefit Accounts$278,00019
Number non-managed other employee benefit and retirement-related accounts$30,000182
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$354,00020
Memoranda
Custody and Safekeeping Accounts$4,146,00036
Fiduciary Accounts Held in Foreign Offices$013
# 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$27,346,00022
Number of Managed Accounts$23,821,00012
Personal Trust and Agency Accounts$14,184,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00023
Employee Benefit-defined Benefit Accounts$175,00015
Number of other employee benefit and retirement-related accounts$1,638,00013
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$3,999,00018
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,594,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,525,00042
Personal Trust and Agency Accounts$1,164,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00090
Employee Benefit-defined Benefit Accounts$322,00017
Number non-managed other employee benefit and retirement-related accounts$228,00057
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,687,00012
Memoranda
Custody and Safekeeping Accounts$2,935,00038
Fiduciary Accounts Held in Foreign Offices$013
# 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$27,504,00021
Number of Managed Accounts$23,933,00012
Personal Trust and Agency Accounts$14,261,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$234,00023
Employee Benefit-defined Benefit Accounts$178,00015
Number of other employee benefit and retirement-related accounts$1,654,00013
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,982,00018
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,624,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
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$3,571,00040
Personal Trust and Agency Accounts$1,221,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00095
Employee Benefit-defined Benefit Accounts$362,00018
Number non-managed other employee benefit and retirement-related accounts$232,00054
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,642,00012
Memoranda
Custody and Safekeeping Accounts$3,197,00037
Fiduciary Accounts Held in Foreign Offices$014
# 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$28,896,00021
Number of Managed Accounts$24,197,00012
Personal Trust and Agency Accounts$14,387,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$241,00029
Employee Benefit-defined Benefit Accounts$200,00015
Number of other employee benefit and retirement-related accounts$1,667,00013
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$3,954,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,748,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,699,00039
Personal Trust and Agency Accounts$1,295,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00077
Employee Benefit-defined Benefit Accounts$787,00011
Number non-managed other employee benefit and retirement-related accounts$264,00072
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,185,00010
Memoranda
Custody and Safekeeping Accounts$2,180,00041
Fiduciary Accounts Held in Foreign Offices$014
# 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$27,482,00020
Number of Managed Accounts$22,373,00012
Personal Trust and Agency Accounts$12,837,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00023
Employee Benefit-defined Benefit Accounts$193,00013
Number of other employee benefit and retirement-related accounts$1,654,00012
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,903,00019
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,538,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,109,00035
Personal Trust and Agency Accounts$1,352,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00075
Employee Benefit-defined Benefit Accounts$812,00011
Number non-managed other employee benefit and retirement-related accounts$275,00047
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,500,00010
Memoranda
Custody and Safekeeping Accounts$1,994,00039
Fiduciary Accounts Held in Foreign Offices$013
# 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$0460
Number of Managed Accounts$0435
Personal Trust and Agency Accounts$0423
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign Offices$014
# 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$28,829,00021
Number of Managed Accounts$22,961,00011
Personal Trust and Agency Accounts$12,947,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00020
Employee Benefit-defined Benefit Accounts$359,0008
Number of other employee benefit and retirement-related accounts$1,689,00015
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$3,854,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,818,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
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$5,868,00033
Personal Trust and Agency Accounts$1,579,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$376,00049
Employee Benefit-defined Benefit Accounts$898,00010
Number non-managed other employee benefit and retirement-related accounts$432,00038
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,583,0009
Memoranda
Custody and Safekeeping Accounts$2,170,00041
Fiduciary Accounts Held in Foreign Offices$015
# 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$29,214,00021
Number of Managed Accounts$22,961,00013
Personal Trust and Agency Accounts$13,140,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$289,00022
Employee Benefit-defined Benefit Accounts$358,0009
Number of other employee benefit and retirement-related accounts$1,630,00015
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$3,791,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,753,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$6,253,00036
Personal Trust and Agency Accounts$1,794,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$389,00053
Employee Benefit-defined Benefit Accounts$912,00010
Number non-managed other employee benefit and retirement-related accounts$461,00049
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,697,0008
Memoranda
Custody and Safekeeping Accounts$2,085,00042
Fiduciary Accounts Held in Foreign Offices$016
# 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$29,493,00021
Number of Managed Accounts$22,962,00013
Personal Trust and Agency Accounts$13,400,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$288,00022
Employee Benefit-defined Benefit Accounts$355,00010
Number of other employee benefit and retirement-related accounts$1,580,00016
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$3,607,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,732,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
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$6,531,00032
Personal Trust and Agency Accounts$1,915,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$396,00052
Employee Benefit-defined Benefit Accounts$896,00010
Number non-managed other employee benefit and retirement-related accounts$502,00036
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,822,0008
Memoranda
Custody and Safekeeping Accounts$2,114,00041
Fiduciary Accounts Held in Foreign Offices$016
# 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$30,405,00021
Number of Managed Accounts$23,306,00012
Personal Trust and Agency Accounts$13,715,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$309,00022
Employee Benefit-defined Benefit Accounts$357,00010
Number of other employee benefit and retirement-related accounts$1,599,00015
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$3,616,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,710,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
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$7,099,00029
Personal Trust and Agency Accounts$2,120,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$451,00053
Employee Benefit-defined Benefit Accounts$875,00010
Number non-managed other employee benefit and retirement-related accounts$621,00032
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,032,0008
Memoranda
Custody and Safekeeping Accounts$2,209,00041
Fiduciary Accounts Held in Foreign Offices$017
# 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$29,769,00022
Number of Managed Accounts$22,664,00013
Personal Trust and Agency Accounts$13,991,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$342,00019
Employee Benefit-defined Benefit Accounts$358,0008
Number of other employee benefit and retirement-related accounts$1,625,00015
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$3,703,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,645,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
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$7,105,00029
Personal Trust and Agency Accounts$2,002,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$650,00039
Employee Benefit-defined Benefit Accounts$886,00010
Number non-managed other employee benefit and retirement-related accounts$669,00030
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,898,0008
Memoranda
Custody and Safekeeping Accounts$2,249,00041
Fiduciary Accounts Held in Foreign Offices$017
# 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$30,625,00023
Number of Managed Accounts$23,096,00012
Personal Trust and Agency Accounts$14,292,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$360,00020
Employee Benefit-defined Benefit Accounts$203,00016
Number of other employee benefit and retirement-related accounts$1,696,00015
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$3,870,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,675,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
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$7,529,00031
Personal Trust and Agency Accounts$2,096,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$881,00036
Employee Benefit-defined Benefit Accounts$874,0009
Number non-managed other employee benefit and retirement-related accounts$782,00038
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,896,0007
Memoranda
Custody and Safekeeping Accounts$2,392,00043
Fiduciary Accounts Held in Foreign Offices$016
# 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$31,384,00022
Number of Managed Accounts$24,145,00012
Personal Trust and Agency Accounts$14,713,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$467,00018
Employee Benefit-defined Benefit Accounts$211,00017
Number of other employee benefit and retirement-related accounts$1,894,00013
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$4,324,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,536,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$7,239,00030
Personal Trust and Agency Accounts$2,033,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$940,00034
Employee Benefit-defined Benefit Accounts$872,0009
Number non-managed other employee benefit and retirement-related accounts$658,00033
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,736,0006
Memoranda
Custody and Safekeeping Accounts$2,448,00041
Fiduciary Accounts Held in Foreign Offices$016
# 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$34,122,00022
Number of Managed Accounts$24,854,00012
Personal Trust and Agency Accounts$15,031,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$601,00011
Employee Benefit-defined Benefit Accounts$216,00017
Number of other employee benefit and retirement-related accounts$1,992,00012
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$4,492,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,522,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$9,268,00025
Personal Trust and Agency Accounts$1,857,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,407,00010
Employee Benefit-defined Benefit Accounts$850,0009
Number non-managed other employee benefit and retirement-related accounts$590,00041
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,564,0007
Memoranda
Custody and Safekeeping Accounts$2,464,00043
Fiduciary Accounts Held in Foreign Offices$016
# 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$34,982,00022
Number of Managed Accounts$25,290,00013
Personal Trust and Agency Accounts$15,216,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$685,00010
Employee Benefit-defined Benefit Accounts$225,00017
Number of other employee benefit and retirement-related accounts$2,015,00012
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$4,595,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,554,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
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$9,692,00024
Personal Trust and Agency Accounts$2,025,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,560,00011
Employee Benefit-defined Benefit Accounts$874,0009
Number non-managed other employee benefit and retirement-related accounts$597,00038
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,636,0008
Memoranda
Custody and Safekeeping Accounts$2,548,00041
Fiduciary Accounts Held in Foreign Offices$016
# 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$35,824,00020
Number of Managed Accounts$25,640,00013
Personal Trust and Agency Accounts$15,413,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$724,00010
Employee Benefit-defined Benefit Accounts$219,00018
Number of other employee benefit and retirement-related accounts$2,048,00012
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$4,690,00017
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,546,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
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$10,184,00021
Personal Trust and Agency Accounts$2,218,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,814,00010
Employee Benefit-defined Benefit Accounts$857,00010
Number non-managed other employee benefit and retirement-related accounts$602,00044
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,693,0008
Memoranda
Custody and Safekeeping Accounts$2,554,00041
Fiduciary Accounts Held in Foreign Offices$017
# 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$38,530,00016
Number of Managed Accounts$27,240,00011
Personal Trust and Agency Accounts$16,375,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$972,0006
Employee Benefit-defined Benefit Accounts$247,00015
Number of other employee benefit and retirement-related accounts$2,205,0009
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$4,564,00015
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,877,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
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$11,290,00020
Personal Trust and Agency Accounts$2,193,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,480,0005
Employee Benefit-defined Benefit Accounts$952,0005
Number non-managed other employee benefit and retirement-related accounts$815,00038
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,850,0009
Memoranda
Custody and Safekeeping Accounts$2,560,00034
Fiduciary Accounts Held in Foreign Offices$016
# 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