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People's United Bank, Number of Fiduciary and Related Asset Accounts

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,939,00095
Number of Managed Accounts$2,564,00081
Personal Trust and Agency Accounts$861,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$13,00048
Number of other employee benefit and retirement-related accounts$992,00064
Corporate Trust and Agency Accounts$14,00034
Number of managed investment management and investment advisory agency accounts$568,000115
Number of foundation and endowment trust and agency accounts, managed assets$113,00069
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$992,00064
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$375,00098
Personal Trust and Agency Accounts$71,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00050
Employee Benefit-defined Benefit Accounts$16,00040
Number non-managed other employee benefit and retirement-related accounts$100,00092
Corporate Trust and Agency Accounts$26,00070
Number of investment management and advisory agency accounts, non-managed assets$38,00048
Number (#) individual retirement, health savings, and other similar accounts$8,00045
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$1,130,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$100,000129
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$2,952,00092
Number of Managed Accounts$2,662,00078
Personal Trust and Agency Accounts$897,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000184
Employee Benefit-defined Benefit Accounts$13,00045
Number of other employee benefit and retirement-related accounts$1,040,00060
Corporate Trust and Agency Accounts$14,00020
Number of managed investment management and investment advisory agency accounts$581,000110
Number of foundation and endowment trust and agency accounts, managed assets$114,00065
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,040,00059
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$290,000105
Personal Trust and Agency Accounts$51,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00049
Employee Benefit-defined Benefit Accounts$16,00037
Number non-managed other employee benefit and retirement-related accounts$48,000104
Corporate Trust and Agency Accounts$27,00057
Number of investment management and advisory agency accounts, non-managed assets$23,00054
Number (#) individual retirement, health savings, and other similar accounts$8,00042
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$1,138,00049
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000129
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$2,990,00088
Number of Managed Accounts$2,686,00081
Personal Trust and Agency Accounts$902,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000208
Employee Benefit-defined Benefit Accounts$13,00044
Number of other employee benefit and retirement-related accounts$1,052,00060
Corporate Trust and Agency Accounts$14,00022
Number of managed investment management and investment advisory agency accounts$587,000109
Number of foundation and endowment trust and agency accounts, managed assets$115,00065
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,052,00058
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$304,000107
Personal Trust and Agency Accounts$62,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00052
Employee Benefit-defined Benefit Accounts$22,00034
Number non-managed other employee benefit and retirement-related accounts$59,00096
Corporate Trust and Agency Accounts$27,00062
Number of investment management and advisory agency accounts, non-managed assets$28,00050
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$1,148,00051
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$59,000126
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,003,00088
Number of Managed Accounts$2,686,00079
Personal Trust and Agency Accounts$909,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000192
Employee Benefit-defined Benefit Accounts$14,00043
Number of other employee benefit and retirement-related accounts$1,041,00058
Corporate Trust and Agency Accounts$14,00020
Number of managed investment management and investment advisory agency accounts$590,000108
Number of foundation and endowment trust and agency accounts, managed assets$115,00065
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,041,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$317,000101
Personal Trust and Agency Accounts$62,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00052
Employee Benefit-defined Benefit Accounts$21,00034
Number non-managed other employee benefit and retirement-related accounts$54,000100
Corporate Trust and Agency Accounts$27,00057
Number of investment management and advisory agency accounts, non-managed assets$33,00044
Number (#) individual retirement, health savings, and other similar accounts$7,00043
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$1,141,00050
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$54,000124
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,090,00088
Number of Managed Accounts$2,705,00080
Personal Trust and Agency Accounts$916,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000240
Employee Benefit-defined Benefit Accounts$15,00044
Number of other employee benefit and retirement-related accounts$1,051,00056
Corporate Trust and Agency Accounts$14,00033
Number of managed investment management and investment advisory agency accounts$591,000107
Number of foundation and endowment trust and agency accounts, managed assets$115,00066
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,051,00054
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$385,000102
Personal Trust and Agency Accounts$71,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$129,00052
Employee Benefit-defined Benefit Accounts$21,00036
Number non-managed other employee benefit and retirement-related accounts$83,000112
Corporate Trust and Agency Accounts$29,00072
Number of investment management and advisory agency accounts, non-managed assets$43,00046
Number (#) individual retirement, health savings, and other similar accounts$9,00044
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$1,177,00054
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000157
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,131,00084
Number of Managed Accounts$2,752,00078
Personal Trust and Agency Accounts$930,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000193
Employee Benefit-defined Benefit Accounts$14,00045
Number of other employee benefit and retirement-related accounts$1,072,00055
Corporate Trust and Agency Accounts$5,00033
Number of managed investment management and investment advisory agency accounts$612,000103
Number of foundation and endowment trust and agency accounts, managed assets$116,00064
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,072,00052
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$379,00091
Personal Trust and Agency Accounts$87,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00049
Employee Benefit-defined Benefit Accounts$21,00036
Number non-managed other employee benefit and retirement-related accounts$59,00096
Corporate Trust and Agency Accounts$26,00056
Number of investment management and advisory agency accounts, non-managed assets$32,00047
Number (#) individual retirement, health savings, and other similar accounts$15,00031
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$1,194,00048
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$59,000120
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,165,00082
Number of Managed Accounts$2,793,00076
Personal Trust and Agency Accounts$943,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000211
Employee Benefit-defined Benefit Accounts$15,00044
Number of other employee benefit and retirement-related accounts$1,076,00055
Corporate Trust and Agency Accounts$12,00023
Number of managed investment management and investment advisory agency accounts$626,000101
Number of foundation and endowment trust and agency accounts, managed assets$118,00064
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,076,00051
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$372,00099
Personal Trust and Agency Accounts$81,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00048
Employee Benefit-defined Benefit Accounts$20,00035
Number non-managed other employee benefit and retirement-related accounts$62,00098
Corporate Trust and Agency Accounts$27,00058
Number of investment management and advisory agency accounts, non-managed assets$24,00057
Number (#) individual retirement, health savings, and other similar accounts$14,00035
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$1,220,00049
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$62,000126
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,206,00081
Number of Managed Accounts$2,823,00075
Personal Trust and Agency Accounts$951,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000192
Employee Benefit-defined Benefit Accounts$15,00045
Number of other employee benefit and retirement-related accounts$1,080,00054
Corporate Trust and Agency Accounts$23,00017
Number of managed investment management and investment advisory agency accounts$633,000103
Number of foundation and endowment trust and agency accounts, managed assets$118,00063
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,080,00052
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$383,00093
Personal Trust and Agency Accounts$85,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00049
Employee Benefit-defined Benefit Accounts$21,00034
Number non-managed other employee benefit and retirement-related accounts$64,00096
Corporate Trust and Agency Accounts$26,00055
Number of investment management and advisory agency accounts, non-managed assets$25,00055
Number (#) individual retirement, health savings, and other similar accounts$16,00031
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$1,241,00051
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000121
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,304,00079
Number of Managed Accounts$2,855,00076
Personal Trust and Agency Accounts$973,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000227
Employee Benefit-defined Benefit Accounts$16,00045
Number of other employee benefit and retirement-related accounts$1,079,00055
Corporate Trust and Agency Accounts$23,00028
Number of managed investment management and investment advisory agency accounts$640,000102
Number of foundation and endowment trust and agency accounts, managed assets$120,00062
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,079,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$449,00095
Personal Trust and Agency Accounts$100,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00048
Employee Benefit-defined Benefit Accounts$23,00034
Number non-managed other employee benefit and retirement-related accounts$91,000107
Corporate Trust and Agency Accounts$30,00072
Number of investment management and advisory agency accounts, non-managed assets$38,00054
Number (#) individual retirement, health savings, and other similar accounts$14,00034
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$1,274,00055
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$91,000147
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$4,280,00063
Number of Managed Accounts$3,170,00067
Personal Trust and Agency Accounts$1,114,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000195
Employee Benefit-defined Benefit Accounts$16,00044
Number of other employee benefit and retirement-related accounts$1,180,00047
Corporate Trust and Agency Accounts$30,00017
Number of managed investment management and investment advisory agency accounts$722,00097
Number of foundation and endowment trust and agency accounts, managed assets$105,00064
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,180,00045
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,110,00057
Personal Trust and Agency Accounts$90,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00046
Employee Benefit-defined Benefit Accounts$23,00035
Number non-managed other employee benefit and retirement-related accounts$126,00063
Corporate Trust and Agency Accounts$637,00031
Number of investment management and advisory agency accounts, non-managed assets$53,00040
Number (#) individual retirement, health savings, and other similar accounts$14,00036
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$1,346,00047
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$126,00078
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$4,319,00064
Number of Managed Accounts$3,256,00067
Personal Trust and Agency Accounts$1,130,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000175
Employee Benefit-defined Benefit Accounts$16,00043
Number of other employee benefit and retirement-related accounts$1,229,00045
Corporate Trust and Agency Accounts$30,00018
Number of managed investment management and investment advisory agency accounts$749,00092
Number of foundation and endowment trust and agency accounts, managed assets$95,00069
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,229,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,063,00062
Personal Trust and Agency Accounts$96,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00044
Employee Benefit-defined Benefit Accounts$23,00034
Number non-managed other employee benefit and retirement-related accounts$87,00083
Corporate Trust and Agency Accounts$641,00032
Number of investment management and advisory agency accounts, non-managed assets$35,00052
Number (#) individual retirement, health savings, and other similar accounts$14,00036
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$1,370,00044
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$87,000106
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$4,330,00064
Number of Managed Accounts$3,233,00067
Personal Trust and Agency Accounts$1,112,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000176
Employee Benefit-defined Benefit Accounts$16,00044
Number of other employee benefit and retirement-related accounts$1,236,00045
Corporate Trust and Agency Accounts$26,00018
Number of managed investment management and investment advisory agency accounts$751,00091
Number of foundation and endowment trust and agency accounts, managed assets$85,00077
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,236,00043
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,097,00061
Personal Trust and Agency Accounts$118,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00045
Employee Benefit-defined Benefit Accounts$33,00030
Number non-managed other employee benefit and retirement-related accounts$85,00085
Corporate Trust and Agency Accounts$635,00032
Number of investment management and advisory agency accounts, non-managed assets$41,00047
Number (#) individual retirement, health savings, and other similar accounts$16,00034
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$1,388,00043
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$85,000107
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$4,368,00067
Number of Managed Accounts$3,248,00067
Personal Trust and Agency Accounts$1,123,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000185
Employee Benefit-defined Benefit Accounts$16,00045
Number of other employee benefit and retirement-related accounts$1,238,00043
Corporate Trust and Agency Accounts$26,00026
Number of managed investment management and investment advisory agency accounts$758,00088
Number of foundation and endowment trust and agency accounts, managed assets$79,00080
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,238,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$1,120,00061
Personal Trust and Agency Accounts$137,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00043
Employee Benefit-defined Benefit Accounts$33,00031
Number non-managed other employee benefit and retirement-related accounts$83,000118
Corporate Trust and Agency Accounts$648,00033
Number of investment management and advisory agency accounts, non-managed assets$27,00072
Number (#) individual retirement, health savings, and other similar accounts$16,00034
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$1,432,00044
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000158
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$4,672,00063
Number of Managed Accounts$3,409,00061
Personal Trust and Agency Accounts$1,144,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000160
Employee Benefit-defined Benefit Accounts$17,00041
Number of other employee benefit and retirement-related accounts$1,232,00043
Corporate Trust and Agency Accounts$26,00020
Number of managed investment management and investment advisory agency accounts$872,00076
Number of foundation and endowment trust and agency accounts, managed assets$109,00064
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,232,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,263,00054
Personal Trust and Agency Accounts$132,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$177,00041
Employee Benefit-defined Benefit Accounts$30,00032
Number non-managed other employee benefit and retirement-related accounts$100,00079
Corporate Trust and Agency Accounts$755,00031
Number of investment management and advisory agency accounts, non-managed assets$49,00045
Number (#) individual retirement, health savings, and other similar accounts$20,00032
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$1,292,00044
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$100,00097
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$5,034,00060
Number of Managed Accounts$3,657,00057
Personal Trust and Agency Accounts$1,153,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000120
Employee Benefit-defined Benefit Accounts$23,00038
Number of other employee benefit and retirement-related accounts$1,231,00043
Corporate Trust and Agency Accounts$26,00021
Number of managed investment management and investment advisory agency accounts$1,027,00062
Number of foundation and endowment trust and agency accounts, managed assets$176,00045
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,231,00041
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,377,00051
Personal Trust and Agency Accounts$148,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$178,00039
Employee Benefit-defined Benefit Accounts$32,00033
Number non-managed other employee benefit and retirement-related accounts$99,00078
Corporate Trust and Agency Accounts$839,00030
Number of investment management and advisory agency accounts, non-managed assets$60,00039
Number (#) individual retirement, health savings, and other similar accounts$21,00030
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$1,052,00050
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$99,000102
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$5,789,00051
Number of Managed Accounts$4,364,00049
Personal Trust and Agency Accounts$1,161,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000122
Employee Benefit-defined Benefit Accounts$23,00039
Number of other employee benefit and retirement-related accounts$1,228,00043
Corporate Trust and Agency Accounts$26,00021
Number of managed investment management and investment advisory agency accounts$1,629,00043
Number of foundation and endowment trust and agency accounts, managed assets$276,00028
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,228,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,425,00052
Personal Trust and Agency Accounts$140,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$183,00039
Employee Benefit-defined Benefit Accounts$32,00033
Number non-managed other employee benefit and retirement-related accounts$105,00076
Corporate Trust and Agency Accounts$864,00031
Number of investment management and advisory agency accounts, non-managed assets$79,00030
Number (#) individual retirement, health savings, and other similar accounts$22,00030
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$344,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$105,00098
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$5,852,00052
Number of Managed Accounts$4,432,00049
Personal Trust and Agency Accounts$1,193,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000125
Employee Benefit-defined Benefit Accounts$24,00040
Number of other employee benefit and retirement-related accounts$1,233,00040
Corporate Trust and Agency Accounts$24,00026
Number of managed investment management and investment advisory agency accounts$1,656,00040
Number of foundation and endowment trust and agency accounts, managed assets$280,00028
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,233,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$1,420,00056
Personal Trust and Agency Accounts$118,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00039
Employee Benefit-defined Benefit Accounts$31,00034
Number non-managed other employee benefit and retirement-related accounts$103,000105
Corporate Trust and Agency Accounts$876,00032
Number of investment management and advisory agency accounts, non-managed assets$79,00033
Number (#) individual retirement, health savings, and other similar accounts$28,00021
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$345,00087
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$103,000141
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$5,844,00052
Number of Managed Accounts$4,463,00049
Personal Trust and Agency Accounts$1,186,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000119
Employee Benefit-defined Benefit Accounts$24,00038
Number of other employee benefit and retirement-related accounts$1,233,00040
Corporate Trust and Agency Accounts$24,00021
Number of managed investment management and investment advisory agency accounts$1,686,00040
Number of foundation and endowment trust and agency accounts, managed assets$288,00028
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,233,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,381,00054
Personal Trust and Agency Accounts$127,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$183,00038
Employee Benefit-defined Benefit Accounts$31,00033
Number non-managed other employee benefit and retirement-related accounts$93,00080
Corporate Trust and Agency Accounts$857,00031
Number of investment management and advisory agency accounts, non-managed assets$65,00035
Number (#) individual retirement, health savings, and other similar accounts$25,00023
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$347,00076
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$93,000104
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$5,871,00051
Number of Managed Accounts$4,462,00048
Personal Trust and Agency Accounts$1,192,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000117
Employee Benefit-defined Benefit Accounts$24,00038
Number of other employee benefit and retirement-related accounts$1,226,00040
Corporate Trust and Agency Accounts$24,00022
Number of managed investment management and investment advisory agency accounts$1,693,00039
Number of foundation and endowment trust and agency accounts, managed assets$281,00028
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,226,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,409,00052
Personal Trust and Agency Accounts$141,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00037
Employee Benefit-defined Benefit Accounts$31,00033
Number non-managed other employee benefit and retirement-related accounts$97,00078
Corporate Trust and Agency Accounts$844,00031
Number of investment management and advisory agency accounts, non-managed assets$82,00027
Number (#) individual retirement, health savings, and other similar accounts$24,00025
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$354,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$97,000101
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$5,895,00051
Number of Managed Accounts$4,469,00048
Personal Trust and Agency Accounts$1,207,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000110
Employee Benefit-defined Benefit Accounts$22,00039
Number of other employee benefit and retirement-related accounts$1,221,00040
Corporate Trust and Agency Accounts$26,00018
Number of managed investment management and investment advisory agency accounts$1,682,00039
Number of foundation and endowment trust and agency accounts, managed assets$286,00027
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,221,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,426,00052
Personal Trust and Agency Accounts$134,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$196,00038
Employee Benefit-defined Benefit Accounts$31,00034
Number non-managed other employee benefit and retirement-related accounts$113,00071
Corporate Trust and Agency Accounts$844,00030
Number of investment management and advisory agency accounts, non-managed assets$86,00025
Number (#) individual retirement, health savings, and other similar accounts$22,00027
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$370,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$113,00096
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$5,910,00053
Number of Managed Accounts$4,515,00046
Personal Trust and Agency Accounts$1,223,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,00098
Employee Benefit-defined Benefit Accounts$22,00041
Number of other employee benefit and retirement-related accounts$1,227,00039
Corporate Trust and Agency Accounts$26,00028
Number of managed investment management and investment advisory agency accounts$1,695,00040
Number of foundation and endowment trust and agency accounts, managed assets$288,00027
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,227,00036
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$1,395,00054
Personal Trust and Agency Accounts$138,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$186,00041
Employee Benefit-defined Benefit Accounts$31,00034
Number non-managed other employee benefit and retirement-related accounts$107,000110
Corporate Trust and Agency Accounts$832,00030
Number of investment management and advisory agency accounts, non-managed assets$79,00029
Number (#) individual retirement, health savings, and other similar accounts$22,00026
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$383,00082
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$107,000147
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$5,999,00049
Number of Managed Accounts$4,562,00046
Personal Trust and Agency Accounts$1,252,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00093
Employee Benefit-defined Benefit Accounts$23,00040
Number of other employee benefit and retirement-related accounts$1,226,00037
Corporate Trust and Agency Accounts$88,00014
Number of managed investment management and investment advisory agency accounts$1,651,00039
Number of foundation and endowment trust and agency accounts, managed assets$287,00026
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,226,00034
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,437,00052
Personal Trust and Agency Accounts$120,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$178,00040
Employee Benefit-defined Benefit Accounts$31,00033
Number non-managed other employee benefit and retirement-related accounts$116,00074
Corporate Trust and Agency Accounts$899,00030
Number of investment management and advisory agency accounts, non-managed assets$69,00029
Number (#) individual retirement, health savings, and other similar accounts$24,00026
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$349,00080
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$116,00094
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$6,044,00048
Number of Managed Accounts$4,569,00046
Personal Trust and Agency Accounts$1,265,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,00093
Employee Benefit-defined Benefit Accounts$22,00041
Number of other employee benefit and retirement-related accounts$1,222,00037
Corporate Trust and Agency Accounts$86,00015
Number of managed investment management and investment advisory agency accounts$1,651,00039
Number of foundation and endowment trust and agency accounts, managed assets$289,00026
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,222,00035
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,475,00051
Personal Trust and Agency Accounts$128,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00043
Employee Benefit-defined Benefit Accounts$30,00034
Number non-managed other employee benefit and retirement-related accounts$117,00074
Corporate Trust and Agency Accounts$931,00030
Number of investment management and advisory agency accounts, non-managed assets$69,00029
Number (#) individual retirement, health savings, and other similar accounts$24,00027
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$359,00082
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$117,00096
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$6,028,00048
Number of Managed Accounts$4,569,00046
Personal Trust and Agency Accounts$1,283,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00095
Employee Benefit-defined Benefit Accounts$23,00042
Number of other employee benefit and retirement-related accounts$1,209,00035
Corporate Trust and Agency Accounts$88,00012
Number of managed investment management and investment advisory agency accounts$1,649,00040
Number of foundation and endowment trust and agency accounts, managed assets$282,00026
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,209,00034
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,459,00050
Personal Trust and Agency Accounts$118,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$177,00042
Employee Benefit-defined Benefit Accounts$30,00032
Number non-managed other employee benefit and retirement-related accounts$133,00069
Corporate Trust and Agency Accounts$910,00030
Number of investment management and advisory agency accounts, non-managed assets$66,00029
Number (#) individual retirement, health savings, and other similar accounts$25,00026
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$368,00080
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$133,00083
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$6,108,00046
Number of Managed Accounts$4,581,00044
Personal Trust and Agency Accounts$1,289,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00096
Employee Benefit-defined Benefit Accounts$16,00052
Number of other employee benefit and retirement-related accounts$1,218,00033
Corporate Trust and Agency Accounts$60,00020
Number of managed investment management and investment advisory agency accounts$1,733,00036
Number of foundation and endowment trust and agency accounts, managed assets$229,00032
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,211,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$1,527,00051
Personal Trust and Agency Accounts$127,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$183,00042
Employee Benefit-defined Benefit Accounts$40,00030
Number non-managed other employee benefit and retirement-related accounts$151,00085
Corporate Trust and Agency Accounts$936,00029
Number of investment management and advisory agency accounts, non-managed assets$67,00031
Number (#) individual retirement, health savings, and other similar accounts$23,00024
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$337,00095
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$134,000128
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$6,143,00045
Number of Managed Accounts$4,598,00041
Personal Trust and Agency Accounts$1,314,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00084
Employee Benefit-defined Benefit Accounts$16,00050
Number of other employee benefit and retirement-related accounts$1,207,00032
Corporate Trust and Agency Accounts$52,00018
Number of managed investment management and investment advisory agency accounts$1,737,00036
Number of foundation and endowment trust and agency accounts, managed assets$231,00030
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,199,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,545,00048
Personal Trust and Agency Accounts$120,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$183,00041
Employee Benefit-defined Benefit Accounts$42,00029
Number non-managed other employee benefit and retirement-related accounts$144,00064
Corporate Trust and Agency Accounts$972,00029
Number of investment management and advisory agency accounts, non-managed assets$62,00029
Number (#) individual retirement, health savings, and other similar accounts$22,00025
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$339,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$128,00092
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$6,231,00046
Number of Managed Accounts$4,584,00042
Personal Trust and Agency Accounts$1,338,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00087
Employee Benefit-defined Benefit Accounts$14,00059
Number of other employee benefit and retirement-related accounts$1,193,00033
Corporate Trust and Agency Accounts$44,00017
Number of managed investment management and investment advisory agency accounts$1,721,00036
Number of foundation and endowment trust and agency accounts, managed assets$233,00030
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,183,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,647,00048
Personal Trust and Agency Accounts$137,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$180,00043
Employee Benefit-defined Benefit Accounts$42,00031
Number non-managed other employee benefit and retirement-related accounts$169,00056
Corporate Trust and Agency Accounts$1,005,00028
Number of investment management and advisory agency accounts, non-managed assets$88,00026
Number (#) individual retirement, health savings, and other similar accounts$26,00024
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$336,00087
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$153,00080
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$6,316,00046
Number of Managed Accounts$4,627,00041
Personal Trust and Agency Accounts$1,365,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00082
Employee Benefit-defined Benefit Accounts$14,00060
Number of other employee benefit and retirement-related accounts$1,189,00033
Corporate Trust and Agency Accounts$44,00018
Number of managed investment management and investment advisory agency accounts$1,738,00036
Number of foundation and endowment trust and agency accounts, managed assets$233,00030
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,179,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,689,00049
Personal Trust and Agency Accounts$112,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00046
Employee Benefit-defined Benefit Accounts$50,00028
Number non-managed other employee benefit and retirement-related accounts$141,00066
Corporate Trust and Agency Accounts$1,135,00028
Number of investment management and advisory agency accounts, non-managed assets$51,00037
Number (#) individual retirement, health savings, and other similar accounts$25,00025
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$239,000100
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$125,00094
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$6,444,00047
Number of Managed Accounts$4,643,00040
Personal Trust and Agency Accounts$1,377,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00076
Employee Benefit-defined Benefit Accounts$14,00062
Number of other employee benefit and retirement-related accounts$1,183,00033
Corporate Trust and Agency Accounts$47,00022
Number of managed investment management and investment advisory agency accounts$1,736,00033
Number of foundation and endowment trust and agency accounts, managed assets$234,00031
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,173,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$1,801,00051
Personal Trust and Agency Accounts$128,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$182,00046
Employee Benefit-defined Benefit Accounts$52,00029
Number non-managed other employee benefit and retirement-related accounts$135,000104
Corporate Trust and Agency Accounts$1,230,00028
Number of investment management and advisory agency accounts, non-managed assets$46,00045
Number (#) individual retirement, health savings, and other similar accounts$28,00023
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$243,000114
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$119,000146
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$6,425,00044
Number of Managed Accounts$4,668,00037
Personal Trust and Agency Accounts$1,424,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00067
Employee Benefit-defined Benefit Accounts$14,00058
Number of other employee benefit and retirement-related accounts$1,163,00032
Corporate Trust and Agency Accounts$48,00017
Number of managed investment management and investment advisory agency accounts$1,721,00034
Number of foundation and endowment trust and agency accounts, managed assets$240,00031
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,153,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,757,00049
Personal Trust and Agency Accounts$108,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$177,00044
Employee Benefit-defined Benefit Accounts$48,00031
Number non-managed other employee benefit and retirement-related accounts$137,00066
Corporate Trust and Agency Accounts$1,196,00027
Number of investment management and advisory agency accounts, non-managed assets$62,00032
Number (#) individual retirement, health savings, and other similar accounts$29,00023
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$251,00096
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$121,00094
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$6,404,00043
Number of Managed Accounts$4,685,00036
Personal Trust and Agency Accounts$1,439,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00064
Employee Benefit-defined Benefit Accounts$14,00056
Number of other employee benefit and retirement-related accounts$1,159,00031
Corporate Trust and Agency Accounts$46,00016
Number of managed investment management and investment advisory agency accounts$1,721,00035
Number of foundation and endowment trust and agency accounts, managed assets$245,00030
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,148,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,719,00049
Personal Trust and Agency Accounts$136,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$172,00043
Employee Benefit-defined Benefit Accounts$50,00030
Number non-managed other employee benefit and retirement-related accounts$130,00071
Corporate Trust and Agency Accounts$1,151,00026
Number of investment management and advisory agency accounts, non-managed assets$55,00036
Number (#) individual retirement, health savings, and other similar accounts$25,00026
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$257,00095
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$116,00097
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$6,271,00045
Number of Managed Accounts$4,522,00038
Personal Trust and Agency Accounts$1,420,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00066
Employee Benefit-defined Benefit Accounts$15,00057
Number of other employee benefit and retirement-related accounts$1,095,00031
Corporate Trust and Agency Accounts$42,00016
Number of managed investment management and investment advisory agency accounts$1,649,00035
Number of foundation and endowment trust and agency accounts, managed assets$239,00030
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,084,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,749,00051
Personal Trust and Agency Accounts$153,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00045
Employee Benefit-defined Benefit Accounts$49,00030
Number non-managed other employee benefit and retirement-related accounts$155,00063
Corporate Trust and Agency Accounts$1,159,00026
Number of investment management and advisory agency accounts, non-managed assets$45,00043
Number (#) individual retirement, health savings, and other similar accounts$18,00028
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$300,00083
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$140,00089
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$6,270,00045
Number of Managed Accounts$4,559,00038
Personal Trust and Agency Accounts$1,451,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00069
Employee Benefit-defined Benefit Accounts$17,00051
Number of other employee benefit and retirement-related accounts$1,105,00030
Corporate Trust and Agency Accounts$41,00020
Number of managed investment management and investment advisory agency accounts$1,642,00034
Number of foundation and endowment trust and agency accounts, managed assets$241,00030
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,090,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$1,711,00055
Personal Trust and Agency Accounts$140,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00046
Employee Benefit-defined Benefit Accounts$48,00029
Number non-managed other employee benefit and retirement-related accounts$144,00098
Corporate Trust and Agency Accounts$1,148,00025
Number of investment management and advisory agency accounts, non-managed assets$49,00041
Number (#) individual retirement, health savings, and other similar accounts$18,00029
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$312,00094
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$130,000137
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$6,276,00046
Number of Managed Accounts$4,599,00038
Personal Trust and Agency Accounts$1,485,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00063
Employee Benefit-defined Benefit Accounts$17,00048
Number of other employee benefit and retirement-related accounts$1,114,00029
Corporate Trust and Agency Accounts$39,00015
Number of managed investment management and investment advisory agency accounts$1,691,00035
Number of foundation and endowment trust and agency accounts, managed assets$186,00034
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,099,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,677,00050
Personal Trust and Agency Accounts$130,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00049
Employee Benefit-defined Benefit Accounts$50,00031
Number non-managed other employee benefit and retirement-related accounts$148,00066
Corporate Trust and Agency Accounts$1,143,00025
Number of investment management and advisory agency accounts, non-managed assets$46,00037
Number (#) individual retirement, health savings, and other similar accounts$4,00076
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$324,00076
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$135,00087
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$6,282,00046
Number of Managed Accounts$4,595,00037
Personal Trust and Agency Accounts$1,499,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00060
Employee Benefit-defined Benefit Accounts$23,00043
Number of other employee benefit and retirement-related accounts$1,080,00029
Corporate Trust and Agency Accounts$38,00016
Number of managed investment management and investment advisory agency accounts$1,700,00033
Number of foundation and endowment trust and agency accounts, managed assets$181,00034
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,074,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,687,00051
Personal Trust and Agency Accounts$128,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00048
Employee Benefit-defined Benefit Accounts$59,00024
Number non-managed other employee benefit and retirement-related accounts$150,00064
Corporate Trust and Agency Accounts$1,148,00025
Number of investment management and advisory agency accounts, non-managed assets$38,00042
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$334,00075
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$148,00084
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$6,312,00046
Number of Managed Accounts$4,554,00037
Personal Trust and Agency Accounts$1,500,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00061
Employee Benefit-defined Benefit Accounts$29,00037
Number of other employee benefit and retirement-related accounts$1,078,00028
Corporate Trust and Agency Accounts$38,00015
Number of managed investment management and investment advisory agency accounts$1,658,00034
Number of foundation and endowment trust and agency accounts, managed assets$181,00034
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,074,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,758,00053
Personal Trust and Agency Accounts$136,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00046
Employee Benefit-defined Benefit Accounts$52,00028
Number non-managed other employee benefit and retirement-related accounts$154,00068
Corporate Trust and Agency Accounts$1,153,00026
Number of investment management and advisory agency accounts, non-managed assets$68,00028
Number (#) individual retirement, health savings, and other similar accounts$3,00086
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$346,00074
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$154,00086
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$6,455,00043
Number of Managed Accounts$4,690,00036
Personal Trust and Agency Accounts$1,543,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00054
Employee Benefit-defined Benefit Accounts$29,00037
Number of other employee benefit and retirement-related accounts$1,110,00027
Corporate Trust and Agency Accounts$35,00026
Number of managed investment management and investment advisory agency accounts$1,761,00033
Number of foundation and endowment trust and agency accounts, managed assets$128,00045
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,106,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$1,765,00055
Personal Trust and Agency Accounts$139,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$198,00046
Employee Benefit-defined Benefit Accounts$53,00030
Number non-managed other employee benefit and retirement-related accounts$143,000105
Corporate Trust and Agency Accounts$1,174,00025
Number of investment management and advisory agency accounts, non-managed assets$55,00037
Number (#) individual retirement, health savings, and other similar accounts$3,00096
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$347,00088
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$143,000136
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$6,580,00041
Number of Managed Accounts$4,744,00034
Personal Trust and Agency Accounts$1,579,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00053
Employee Benefit-defined Benefit Accounts$29,00034
Number of other employee benefit and retirement-related accounts$1,123,00027
Corporate Trust and Agency Accounts$35,00016
Number of managed investment management and investment advisory agency accounts$1,765,00031
Number of foundation and endowment trust and agency accounts, managed assets$129,00043
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,119,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,836,00049
Personal Trust and Agency Accounts$146,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00044
Employee Benefit-defined Benefit Accounts$55,00026
Number non-managed other employee benefit and retirement-related accounts$146,00063
Corporate Trust and Agency Accounts$1,215,00025
Number of investment management and advisory agency accounts, non-managed assets$66,00027
Number (#) individual retirement, health savings, and other similar accounts$3,00082
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$353,00074
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$146,00082
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$6,639,00043
Number of Managed Accounts$4,763,00036
Personal Trust and Agency Accounts$1,595,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00051
Employee Benefit-defined Benefit Accounts$29,00034
Number of other employee benefit and retirement-related accounts$1,114,00028
Corporate Trust and Agency Accounts$35,00016
Number of managed investment management and investment advisory agency accounts$1,764,00032
Number of foundation and endowment trust and agency accounts, managed assets$141,00039
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,876,00052
Personal Trust and Agency Accounts$158,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$198,00044
Employee Benefit-defined Benefit Accounts$53,00031
Number non-managed other employee benefit and retirement-related accounts$159,00061
Corporate Trust and Agency Accounts$1,214,00025
Number of investment management and advisory agency accounts, non-managed assets$93,00021
Number (#) individual retirement, health savings, and other similar accounts$1,000107
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$359,00073
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0323
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$6,737,00044
Number of Managed Accounts$4,806,00036
Personal Trust and Agency Accounts$1,636,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00051
Employee Benefit-defined Benefit Accounts$28,00034
Number of other employee benefit and retirement-related accounts$1,107,00027
Corporate Trust and Agency Accounts$35,00016
Number of managed investment management and investment advisory agency accounts$1,772,00032
Number of foundation and endowment trust and agency accounts, managed assets$142,00038
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,103,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,931,00049
Personal Trust and Agency Accounts$155,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00048
Employee Benefit-defined Benefit Accounts$55,00029
Number non-managed other employee benefit and retirement-related accounts$191,00051
Corporate Trust and Agency Accounts$1,228,00024
Number of investment management and advisory agency accounts, non-managed assets$109,00018
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$359,00073
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$191,00064
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$6,855,00043
Number of Managed Accounts$4,967,00033
Personal Trust and Agency Accounts$1,687,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00052
Employee Benefit-defined Benefit Accounts$29,00037
Number of other employee benefit and retirement-related accounts$1,159,00025
Corporate Trust and Agency Accounts$34,00027
Number of managed investment management and investment advisory agency accounts$1,820,00030
Number of foundation and endowment trust and agency accounts, managed assets$144,00038
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,154,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$1,888,00051
Personal Trust and Agency Accounts$138,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$189,00048
Employee Benefit-defined Benefit Accounts$53,00029
Number non-managed other employee benefit and retirement-related accounts$156,00096
Corporate Trust and Agency Accounts$1,272,00023
Number of investment management and advisory agency accounts, non-managed assets$77,00024
Number (#) individual retirement, health savings, and other similar accounts$3,00090
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$362,00085
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$156,000116
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$7,006,00044
Number of Managed Accounts$5,033,00035
Personal Trust and Agency Accounts$1,693,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00040
Employee Benefit-defined Benefit Accounts$31,00033
Number of other employee benefit and retirement-related accounts$1,145,00029
Corporate Trust and Agency Accounts$34,00016
Number of managed investment management and investment advisory agency accounts$1,847,00031
Number of foundation and endowment trust and agency accounts, managed assets$180,00031
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,149,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,973,00047
Personal Trust and Agency Accounts$129,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00048
Employee Benefit-defined Benefit Accounts$53,00029
Number non-managed other employee benefit and retirement-related accounts$150,00062
Corporate Trust and Agency Accounts$1,389,00024
Number of investment management and advisory agency accounts, non-managed assets$61,00022
Number (#) individual retirement, health savings, and other similar accounts$6,00055
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$368,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$183,00065
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$6,708,00045
Number of Managed Accounts$4,725,00037
Personal Trust and Agency Accounts$1,600,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00032
Employee Benefit-defined Benefit Accounts$26,00036
Number of other employee benefit and retirement-related accounts$1,081,00029
Corporate Trust and Agency Accounts$35,00015
Number of managed investment management and investment advisory agency accounts$1,709,00033
Number of foundation and endowment trust and agency accounts, managed assets$155,00036
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,076,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,983,00049
Personal Trust and Agency Accounts$134,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$178,00048
Employee Benefit-defined Benefit Accounts$55,00031
Number non-managed other employee benefit and retirement-related accounts$163,00060
Corporate Trust and Agency Accounts$1,382,00025
Number of investment management and advisory agency accounts, non-managed assets$67,00021
Number (#) individual retirement, health savings, and other similar accounts$4,00066
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$339,00079
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$162,00068
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$6,777,00043
Number of Managed Accounts$4,782,00036
Personal Trust and Agency Accounts$1,623,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00035
Employee Benefit-defined Benefit Accounts$25,00038
Number of other employee benefit and retirement-related accounts$1,101,00028
Corporate Trust and Agency Accounts$34,00017
Number of managed investment management and investment advisory agency accounts$1,722,00032
Number of foundation and endowment trust and agency accounts, managed assets$159,00032
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,096,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,995,00050
Personal Trust and Agency Accounts$135,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00052
Employee Benefit-defined Benefit Accounts$54,00031
Number non-managed other employee benefit and retirement-related accounts$174,00057
Corporate Trust and Agency Accounts$1,399,00024
Number of investment management and advisory agency accounts, non-managed assets$61,00023
Number (#) individual retirement, health savings, and other similar accounts$2,00093
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$352,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$173,00066
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$7,070,00045
Number of Managed Accounts$4,908,00036
Personal Trust and Agency Accounts$1,678,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00037
Employee Benefit-defined Benefit Accounts$24,00045
Number of other employee benefit and retirement-related accounts$1,104,00028
Corporate Trust and Agency Accounts$31,00029
Number of managed investment management and investment advisory agency accounts$1,791,00029
Number of foundation and endowment trust and agency accounts, managed assets$147,00036
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,098,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$2,162,00050
Personal Trust and Agency Accounts$141,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00056
Employee Benefit-defined Benefit Accounts$53,00032
Number non-managed other employee benefit and retirement-related accounts$173,00093
Corporate Trust and Agency Accounts$1,540,00021
Number of investment management and advisory agency accounts, non-managed assets$84,00021
Number (#) individual retirement, health savings, and other similar accounts$16,00034
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$377,00083
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$191,00094
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$7,059,00043
Number of Managed Accounts$4,866,00035
Personal Trust and Agency Accounts$1,691,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00034
Employee Benefit-defined Benefit Accounts$21,00045
Number of other employee benefit and retirement-related accounts$1,101,00028
Corporate Trust and Agency Accounts$32,00015
Number of managed investment management and investment advisory agency accounts$1,737,00030
Number of foundation and endowment trust and agency accounts, managed assets$149,00033
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,095,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,193,00045
Personal Trust and Agency Accounts$167,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00059
Employee Benefit-defined Benefit Accounts$53,00031
Number non-managed other employee benefit and retirement-related accounts$190,00056
Corporate Trust and Agency Accounts$1,505,00020
Number of investment management and advisory agency accounts, non-managed assets$109,00014
Number (#) individual retirement, health savings, and other similar accounts$21,00027
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$347,00080
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$189,00061
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$7,177,00045
Number of Managed Accounts$5,108,00033
Personal Trust and Agency Accounts$1,761,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00029
Employee Benefit-defined Benefit Accounts$19,00047
Number of other employee benefit and retirement-related accounts$1,161,00025
Corporate Trust and Agency Accounts$34,00013
Number of managed investment management and investment advisory agency accounts$1,826,00029
Number of foundation and endowment trust and agency accounts, managed assets$154,00033
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,155,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,069,00047
Personal Trust and Agency Accounts$155,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00067
Employee Benefit-defined Benefit Accounts$51,00031
Number non-managed other employee benefit and retirement-related accounts$161,00065
Corporate Trust and Agency Accounts$1,494,00021
Number of investment management and advisory agency accounts, non-managed assets$65,00019
Number (#) individual retirement, health savings, and other similar accounts$21,00027
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$351,00076
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$160,00064
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$5,933,00049
Number of Managed Accounts$3,988,00040
Personal Trust and Agency Accounts$1,764,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00029
Employee Benefit-defined Benefit Accounts$19,00051
Number of other employee benefit and retirement-related accounts$6,000334
Corporate Trust and Agency Accounts$36,00014
Number of managed investment management and investment advisory agency accounts$1,877,00029
Number of foundation and endowment trust and agency accounts, managed assets$127,00040
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,168,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,945,00049
Personal Trust and Agency Accounts$159,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00069
Employee Benefit-defined Benefit Accounts$53,00032
Number non-managed other employee benefit and retirement-related accounts$1,000297
Corporate Trust and Agency Accounts$1,504,00021
Number of investment management and advisory agency accounts, non-managed assets$88,00016
Number (#) individual retirement, health savings, and other similar accounts$19,00030
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$358,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$167,00059
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$6,127,00052
Number of Managed Accounts$4,034,00042
Personal Trust and Agency Accounts$1,830,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$166,00029
Employee Benefit-defined Benefit Accounts$18,00058
Number of other employee benefit and retirement-related accounts$6,000640
Corporate Trust and Agency Accounts$36,00023
Number of managed investment management and investment advisory agency accounts$1,667,00037
Number of foundation and endowment trust and agency accounts, managed assets$311,00021
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,184,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$2,093,00051
Personal Trust and Agency Accounts$200,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00071
Employee Benefit-defined Benefit Accounts$51,00035
Number non-managed other employee benefit and retirement-related accounts$0808
Corporate Trust and Agency Accounts$1,717,00021
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$354,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$156,000119
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$7,233,00049
Number of Managed Accounts$5,047,00034
Personal Trust and Agency Accounts$1,712,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00028
Employee Benefit-defined Benefit Accounts$15,00058
Number of other employee benefit and retirement-related accounts$1,140,00029
Corporate Trust and Agency Accounts$34,00021
Number of managed investment management and investment advisory agency accounts$1,997,00031
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,186,00049
Personal Trust and Agency Accounts$212,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00081
Employee Benefit-defined Benefit Accounts$42,00040
Number non-managed other employee benefit and retirement-related accounts$156,00064
Corporate Trust and Agency Accounts$1,679,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$359,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,206,00050
Number of Managed Accounts$5,160,00037
Personal Trust and Agency Accounts$1,817,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00025
Employee Benefit-defined Benefit Accounts$18,00052
Number of other employee benefit and retirement-related accounts$1,158,00030
Corporate Trust and Agency Accounts$37,00021
Number of managed investment management and investment advisory agency accounts$1,966,00034
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,046,00049
Personal Trust and Agency Accounts$97,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00085
Employee Benefit-defined Benefit Accounts$44,00040
Number non-managed other employee benefit and retirement-related accounts$132,00078
Corporate Trust and Agency Accounts$1,619,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$62,00039
Memoranda
Custody and Safekeeping Accounts$377,00080
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,369,00049
Number of Managed Accounts$5,261,00037
Personal Trust and Agency Accounts$1,817,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00025
Employee Benefit-defined Benefit Accounts$18,00054
Number of other employee benefit and retirement-related accounts$1,178,00030
Corporate Trust and Agency Accounts$32,00022
Number of managed investment management and investment advisory agency accounts$2,051,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,00099
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,108,00046
Personal Trust and Agency Accounts$158,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00076
Employee Benefit-defined Benefit Accounts$51,00037
Number non-managed other employee benefit and retirement-related accounts$156,00070
Corporate Trust and Agency Accounts$1,627,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$415,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,496,00050
Number of Managed Accounts$5,360,00036
Personal Trust and Agency Accounts$1,845,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$171,00025
Employee Benefit-defined Benefit Accounts$20,00055
Number of other employee benefit and retirement-related accounts$1,228,00030
Corporate Trust and Agency Accounts$32,00035
Number of managed investment management and investment advisory agency accounts$2,062,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000174
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,136,00054
Personal Trust and Agency Accounts$157,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00086
Employee Benefit-defined Benefit Accounts$37,00051
Number non-managed other employee benefit and retirement-related accounts$150,000123
Corporate Trust and Agency Accounts$1,637,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$47,00063
Memoranda
Custody and Safekeeping Accounts$435,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,512,00049
Number of Managed Accounts$5,408,00036
Personal Trust and Agency Accounts$1,870,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$181,00024
Employee Benefit-defined Benefit Accounts$21,00048
Number of other employee benefit and retirement-related accounts$1,216,00029
Corporate Trust and Agency Accounts$28,00028
Number of managed investment management and investment advisory agency accounts$2,089,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,104,00049
Personal Trust and Agency Accounts$162,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00081
Employee Benefit-defined Benefit Accounts$36,00043
Number non-managed other employee benefit and retirement-related accounts$153,00073
Corporate Trust and Agency Accounts$1,619,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$31,00049
Memoranda
Custody and Safekeeping Accounts$444,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,599,00051
Number of Managed Accounts$5,433,00037
Personal Trust and Agency Accounts$1,875,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00025
Employee Benefit-defined Benefit Accounts$24,00046
Number of other employee benefit and retirement-related accounts$1,226,00030
Corporate Trust and Agency Accounts$30,00030
Number of managed investment management and investment advisory agency accounts$2,090,00037
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,166,00050
Personal Trust and Agency Accounts$167,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00083
Employee Benefit-defined Benefit Accounts$38,00047
Number non-managed other employee benefit and retirement-related accounts$158,00070
Corporate Trust and Agency Accounts$1,660,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$41,00045
Memoranda
Custody and Safekeeping Accounts$450,00080
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,509,00048
Number of Managed Accounts$5,421,00035
Personal Trust and Agency Accounts$1,873,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00022
Employee Benefit-defined Benefit Accounts$24,00047
Number of other employee benefit and retirement-related accounts$1,180,00031
Corporate Trust and Agency Accounts$28,00032
Number of managed investment management and investment advisory agency accounts$2,124,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,00097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,088,00049
Personal Trust and Agency Accounts$160,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00082
Employee Benefit-defined Benefit Accounts$36,00048
Number non-managed other employee benefit and retirement-related accounts$157,00072
Corporate Trust and Agency Accounts$1,601,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$29,00058
Memoranda
Custody and Safekeeping Accounts$448,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$984,000231
Number of Managed Accounts$889,000180
Personal Trust and Agency Accounts$320,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000159
Employee Benefit-defined Benefit Accounts$5,000122
Number of other employee benefit and retirement-related accounts$171,000177
Corporate Trust and Agency Accounts$2,000174
Number of managed investment management and investment advisory agency accounts$359,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000197
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$95,000374
Personal Trust and Agency Accounts$37,000241
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000346
Employee Benefit-defined Benefit Accounts$37,00052
Number non-managed other employee benefit and retirement-related accounts$14,000499
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$146,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$990,000207
Number of Managed Accounts$895,000169
Personal Trust and Agency Accounts$324,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000137
Employee Benefit-defined Benefit Accounts$5,000112
Number of other employee benefit and retirement-related accounts$175,000153
Corporate Trust and Agency Accounts$2,00074
Number of managed investment management and investment advisory agency accounts$356,000135
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00092
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$95,000222
Personal Trust and Agency Accounts$37,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000246
Employee Benefit-defined Benefit Accounts$37,00050
Number non-managed other employee benefit and retirement-related accounts$14,000224
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$146,000147
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$993,000206
Number of Managed Accounts$898,000168
Personal Trust and Agency Accounts$324,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000141
Employee Benefit-defined Benefit Accounts$5,000119
Number of other employee benefit and retirement-related accounts$176,000152
Corporate Trust and Agency Accounts$2,00078
Number of managed investment management and investment advisory agency accounts$357,000133
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$95,000228
Personal Trust and Agency Accounts$37,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000254
Employee Benefit-defined Benefit Accounts$37,00053
Number non-managed other employee benefit and retirement-related accounts$14,000236
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$143,000156
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,006,000200
Number of Managed Accounts$910,000164
Personal Trust and Agency Accounts$321,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000140
Employee Benefit-defined Benefit Accounts$5,000120
Number of other employee benefit and retirement-related accounts$186,000140
Corporate Trust and Agency Accounts$2,00078
Number of managed investment management and investment advisory agency accounts$361,000124
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$96,000234
Personal Trust and Agency Accounts$38,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000252
Employee Benefit-defined Benefit Accounts$37,00052
Number non-managed other employee benefit and retirement-related accounts$14,000235
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$142,000154
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,033,000211
Number of Managed Accounts$936,000165
Personal Trust and Agency Accounts$329,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000158
Employee Benefit-defined Benefit Accounts$5,000137
Number of other employee benefit and retirement-related accounts$191,000151
Corporate Trust and Agency Accounts$2,000191
Number of managed investment management and investment advisory agency accounts$370,000124
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000149
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$97,000378
Personal Trust and Agency Accounts$39,000238
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000368
Employee Benefit-defined Benefit Accounts$35,00061
Number non-managed other employee benefit and retirement-related accounts$16,000470
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$144,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,044,000197
Number of Managed Accounts$945,000163
Personal Trust and Agency Accounts$334,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000130
Employee Benefit-defined Benefit Accounts$5,000121
Number of other employee benefit and retirement-related accounts$189,000139
Corporate Trust and Agency Accounts$2,00075
Number of managed investment management and investment advisory agency accounts$375,000121
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$99,000233
Personal Trust and Agency Accounts$38,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000258
Employee Benefit-defined Benefit Accounts$35,00056
Number non-managed other employee benefit and retirement-related accounts$19,000212
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$141,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,034,000203
Number of Managed Accounts$938,000170
Personal Trust and Agency Accounts$325,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000127
Employee Benefit-defined Benefit Accounts$5,000130
Number of other employee benefit and retirement-related accounts$189,000141
Corporate Trust and Agency Accounts$2,00078
Number of managed investment management and investment advisory agency accounts$375,000124
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$96,000239
Personal Trust and Agency Accounts$38,000142
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000260
Employee Benefit-defined Benefit Accounts$31,00063
Number non-managed other employee benefit and retirement-related accounts$20,000211
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$141,000152
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,044,000200
Number of Managed Accounts$939,000168
Personal Trust and Agency Accounts$320,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000132
Employee Benefit-defined Benefit Accounts$5,000132
Number of other employee benefit and retirement-related accounts$190,000140
Corporate Trust and Agency Accounts$2,00080
Number of managed investment management and investment advisory agency accounts$380,000121
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$105,000238
Personal Trust and Agency Accounts$38,000147
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000259
Employee Benefit-defined Benefit Accounts$31,00059
Number non-managed other employee benefit and retirement-related accounts$29,000193
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$138,000153
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,068,000208
Number of Managed Accounts$960,000169
Personal Trust and Agency Accounts$323,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000160
Employee Benefit-defined Benefit Accounts$6,000131
Number of other employee benefit and retirement-related accounts$194,000134
Corporate Trust and Agency Accounts$2,000198
Number of managed investment management and investment advisory agency accounts$393,000113
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000173
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$108,000359
Personal Trust and Agency Accounts$38,000252
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000379
Employee Benefit-defined Benefit Accounts$34,00060
Number non-managed other employee benefit and retirement-related accounts$29,000375
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$138,000206
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,100,000185
Number of Managed Accounts$989,000156
Personal Trust and Agency Accounts$334,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000134
Employee Benefit-defined Benefit Accounts$6,000122
Number of other employee benefit and retirement-related accounts$207,000112
Corporate Trust and Agency Accounts$2,00084
Number of managed investment management and investment advisory agency accounts$397,000109
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$111,000230
Personal Trust and Agency Accounts$40,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000256
Employee Benefit-defined Benefit Accounts$34,00055
Number non-managed other employee benefit and retirement-related accounts$30,000189
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$134,000156
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,158,000180
Number of Managed Accounts$1,045,000153
Personal Trust and Agency Accounts$331,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000135
Employee Benefit-defined Benefit Accounts$6,000123
Number of other employee benefit and retirement-related accounts$231,000102
Corporate Trust and Agency Accounts$2,00086
Number of managed investment management and investment advisory agency accounts$429,00098
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00088
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$113,000235
Personal Trust and Agency Accounts$42,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000267
Employee Benefit-defined Benefit Accounts$34,00055
Number non-managed other employee benefit and retirement-related accounts$30,000191
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$129,000161
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,165,000182
Number of Managed Accounts$1,053,000150
Personal Trust and Agency Accounts$327,000200
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000105
Employee Benefit-defined Benefit Accounts$5,000136
Number of other employee benefit and retirement-related accounts$228,000104
Corporate Trust and Agency Accounts$2,00086
Number of managed investment management and investment advisory agency accounts$426,00097
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00086
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$112,000239
Personal Trust and Agency Accounts$42,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000268
Employee Benefit-defined Benefit Accounts$32,00057
Number non-managed other employee benefit and retirement-related accounts$31,000189
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$119,000168
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,174,000193
Number of Managed Accounts$1,051,000152
Personal Trust and Agency Accounts$322,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000114
Employee Benefit-defined Benefit Accounts$6,000137
Number of other employee benefit and retirement-related accounts$233,000107
Corporate Trust and Agency Accounts$2,000198
Number of managed investment management and investment advisory agency accounts$422,00096
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,000150
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$123,000361
Personal Trust and Agency Accounts$44,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000384
Employee Benefit-defined Benefit Accounts$38,00061
Number non-managed other employee benefit and retirement-related accounts$34,000353
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$121,000225
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,169,000182
Number of Managed Accounts$1,044,000152
Personal Trust and Agency Accounts$311,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000102
Employee Benefit-defined Benefit Accounts$7,000114
Number of other employee benefit and retirement-related accounts$236,00098
Corporate Trust and Agency Accounts$2,00082
Number of managed investment management and investment advisory agency accounts$422,00091
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00081
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000235
Personal Trust and Agency Accounts$46,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000265
Employee Benefit-defined Benefit Accounts$38,00055
Number non-managed other employee benefit and retirement-related accounts$34,000180
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$125,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,182,000181
Number of Managed Accounts$1,055,000152
Personal Trust and Agency Accounts$313,000207
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000111
Employee Benefit-defined Benefit Accounts$7,000113
Number of other employee benefit and retirement-related accounts$242,00095
Corporate Trust and Agency Accounts$2,00086
Number of managed investment management and investment advisory agency accounts$430,00090
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$127,000240
Personal Trust and Agency Accounts$48,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000272
Employee Benefit-defined Benefit Accounts$38,00055
Number non-managed other employee benefit and retirement-related accounts$34,000185
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$129,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,186,000178
Number of Managed Accounts$1,073,000148
Personal Trust and Agency Accounts$301,000218
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00083
Employee Benefit-defined Benefit Accounts$7,000114
Number of other employee benefit and retirement-related accounts$243,00093
Corporate Trust and Agency Accounts$2,00083
Number of managed investment management and investment advisory agency accounts$430,00091
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00086
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$113,000250
Personal Trust and Agency Accounts$48,000142
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000276
Employee Benefit-defined Benefit Accounts$24,00065
Number non-managed other employee benefit and retirement-related accounts$34,000184
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$118,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,173,000199
Number of Managed Accounts$1,060,000156
Personal Trust and Agency Accounts$293,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00087
Employee Benefit-defined Benefit Accounts$7,000129
Number of other employee benefit and retirement-related accounts$246,00090
Corporate Trust and Agency Accounts$2,000219
Number of managed investment management and investment advisory agency accounts$428,00092
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$113,000402
Personal Trust and Agency Accounts$49,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000412
Employee Benefit-defined Benefit Accounts$23,00076
Number non-managed other employee benefit and retirement-related accounts$34,000373
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$115,000254
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,132,000195
Number of Managed Accounts$1,021,000158
Personal Trust and Agency Accounts$279,000233
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00093
Employee Benefit-defined Benefit Accounts$8,000110
Number of other employee benefit and retirement-related accounts$232,00090
Corporate Trust and Agency Accounts$2,00092
Number of managed investment management and investment advisory agency accounts$414,00091
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$111,000267
Personal Trust and Agency Accounts$48,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000274
Employee Benefit-defined Benefit Accounts$23,00072
Number non-managed other employee benefit and retirement-related accounts$31,000202
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$114,000208
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,138,000196
Number of Managed Accounts$1,026,000160
Personal Trust and Agency Accounts$280,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,000100
Employee Benefit-defined Benefit Accounts$8,000112
Number of other employee benefit and retirement-related accounts$227,00092
Corporate Trust and Agency Accounts$2,00099
Number of managed investment management and investment advisory agency accounts$423,00091
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$112,000273
Personal Trust and Agency Accounts$48,000154
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000274
Employee Benefit-defined Benefit Accounts$23,00072
Number non-managed other employee benefit and retirement-related accounts$31,000211
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$114,000209
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,145,000205
Number of Managed Accounts$1,034,000164
Personal Trust and Agency Accounts$280,000249
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,000104
Employee Benefit-defined Benefit Accounts$8,000114
Number of other employee benefit and retirement-related accounts$227,00095
Corporate Trust and Agency Accounts$2,000107
Number of managed investment management and investment advisory agency accounts$427,00089
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$111,000278
Personal Trust and Agency Accounts$47,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000278
Employee Benefit-defined Benefit Accounts$23,00072
Number non-managed other employee benefit and retirement-related accounts$31,000210
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$121,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,127,000224
Number of Managed Accounts$1,013,000177
Personal Trust and Agency Accounts$274,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000150
Employee Benefit-defined Benefit Accounts$10,000113
Number of other employee benefit and retirement-related accounts$227,000106
Corporate Trust and Agency Accounts$2,000251
Number of managed investment management and investment advisory agency accounts$426,00094
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000196
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$114,000399
Personal Trust and Agency Accounts$48,000259
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000391
Employee Benefit-defined Benefit Accounts$23,00087
Number non-managed other employee benefit and retirement-related accounts$33,000371
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$126,000268
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,099,000211
Number of Managed Accounts$975,000166
Personal Trust and Agency Accounts$264,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,000153
Employee Benefit-defined Benefit Accounts$10,000121
Number of other employee benefit and retirement-related accounts$220,000102
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$407,00089
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
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$124,000371
Personal Trust and Agency Accounts$47,000221
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000344
Employee Benefit-defined Benefit Accounts$26,00084
Number non-managed other employee benefit and retirement-related accounts$38,000344
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$136,000228
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