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Pioneer Trust 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$802,000250
Number of Managed Accounts$777,000228
Personal Trust and Agency Accounts$450,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000164
Employee Benefit-defined Benefit Accounts$2,000125
Number of other employee benefit and retirement-related accounts$201,000243
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$33,000461
Number of foundation and endowment trust and agency accounts, managed assets$83,00083
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$201,000237
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$25,000498
Personal Trust and Agency Accounts$2,000504
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000192
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$16,000316
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$103,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000398
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$784,000237
Number of Managed Accounts$761,000218
Personal Trust and Agency Accounts$433,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000146
Employee Benefit-defined Benefit Accounts$2,000114
Number of other employee benefit and retirement-related accounts$203,000210
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$33,000291
Number of foundation and endowment trust and agency accounts, managed assets$82,00080
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000207
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000278
Personal Trust and Agency Accounts$0273
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000163
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$16,000175
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$111,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000211
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$790,000250
Number of Managed Accounts$767,000229
Personal Trust and Agency Accounts$433,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000161
Employee Benefit-defined Benefit Accounts$2,000118
Number of other employee benefit and retirement-related accounts$209,000227
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$31,000346
Number of foundation and endowment trust and agency accounts, managed assets$84,00081
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$209,000224
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000317
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000185
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$16,000197
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$109,000143
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000247
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$797,000236
Number of Managed Accounts$774,000219
Personal Trust and Agency Accounts$439,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000150
Employee Benefit-defined Benefit Accounts$2,000117
Number of other employee benefit and retirement-related accounts$211,000208
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$31,000295
Number of foundation and endowment trust and agency accounts, managed assets$83,00079
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$211,000205
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000277
Personal Trust and Agency Accounts$0274
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000165
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$16,000181
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$117,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000218
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$794,000255
Number of Managed Accounts$771,000228
Personal Trust and Agency Accounts$435,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000169
Employee Benefit-defined Benefit Accounts$2,000131
Number of other employee benefit and retirement-related accounts$212,000234
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$30,000476
Number of foundation and endowment trust and agency accounts, managed assets$83,00081
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$212,000229
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$23,000527
Personal Trust and Agency Accounts$0649
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000205
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$16,000325
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$116,000172
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000411
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$788,000235
Number of Managed Accounts$765,000214
Personal Trust and Agency Accounts$429,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000146
Employee Benefit-defined Benefit Accounts$2,000113
Number of other employee benefit and retirement-related accounts$214,000206
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$30,000296
Number of foundation and endowment trust and agency accounts, managed assets$81,00080
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$214,000203
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000280
Personal Trust and Agency Accounts$0277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000167
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$16,000180
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$115,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000218
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$779,000250
Number of Managed Accounts$756,000221
Personal Trust and Agency Accounts$425,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000156
Employee Benefit-defined Benefit Accounts$2,000124
Number of other employee benefit and retirement-related accounts$210,000222
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$29,000344
Number of foundation and endowment trust and agency accounts, managed assets$81,00082
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$210,000215
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000319
Personal Trust and Agency Accounts$0319
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000188
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$16,000201
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$138,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000244
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$772,000234
Number of Managed Accounts$749,000214
Personal Trust and Agency Accounts$424,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000149
Employee Benefit-defined Benefit Accounts$2,000120
Number of other employee benefit and retirement-related accounts$206,000211
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$28,000296
Number of foundation and endowment trust and agency accounts, managed assets$80,00083
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$206,000207
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000280
Personal Trust and Agency Accounts$0279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000168
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$16,000188
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$137,000124
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000225
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$783,000260
Number of Managed Accounts$759,000225
Personal Trust and Agency Accounts$435,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000172
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$203,000240
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$30,000472
Number of foundation and endowment trust and agency accounts, managed assets$80,00084
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000232
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$24,000531
Personal Trust and Agency Accounts$0670
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000204
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$17,000329
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$137,000162
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000406
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$761,000240
Number of Managed Accounts$735,000220
Personal Trust and Agency Accounts$421,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000149
Employee Benefit-defined Benefit Accounts$2,000125
Number of other employee benefit and retirement-related accounts$199,000213
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$26,000300
Number of foundation and endowment trust and agency accounts, managed assets$78,00084
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$199,000209
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000279
Personal Trust and Agency Accounts$1,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000174
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$18,000180
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$138,000127
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000216
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$756,000248
Number of Managed Accounts$731,000223
Personal Trust and Agency Accounts$427,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000157
Employee Benefit-defined Benefit Accounts$2,000129
Number of other employee benefit and retirement-related accounts$195,000228
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$29,000335
Number of foundation and endowment trust and agency accounts, managed assets$69,00093
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$195,000223
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000304
Personal Trust and Agency Accounts$0311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000187
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$18,000196
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$136,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000236
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$761,000246
Number of Managed Accounts$736,000221
Personal Trust and Agency Accounts$428,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000168
Employee Benefit-defined Benefit Accounts$2,000128
Number of other employee benefit and retirement-related accounts$197,000226
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$24,000341
Number of foundation and endowment trust and agency accounts, managed assets$77,00084
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$197,000222
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000307
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000190
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$18,000196
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$135,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000235
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$763,000259
Number of Managed Accounts$737,000222
Personal Trust and Agency Accounts$433,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000185
Employee Benefit-defined Benefit Accounts$2,000143
Number of other employee benefit and retirement-related accounts$194,000246
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$24,000507
Number of foundation and endowment trust and agency accounts, managed assets$76,00083
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$194,000237
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$26,000538
Personal Trust and Agency Accounts$0688
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000203
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$18,000329
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$131,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000413
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$762,000249
Number of Managed Accounts$736,000219
Personal Trust and Agency Accounts$438,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000169
Employee Benefit-defined Benefit Accounts$2,000128
Number of other employee benefit and retirement-related accounts$188,000227
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$25,000341
Number of foundation and endowment trust and agency accounts, managed assets$75,00084
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$188,000223
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000310
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000186
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$18,000189
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$128,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000232
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$770,000250
Number of Managed Accounts$739,000219
Personal Trust and Agency Accounts$444,000131
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000172
Employee Benefit-defined Benefit Accounts$2,000130
Number of other employee benefit and retirement-related accounts$183,000230
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$25,000342
Number of foundation and endowment trust and agency accounts, managed assets$77,00080
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$183,000225
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000304
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000175
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$21,000180
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$120,000140
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000220
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$771,000254
Number of Managed Accounts$738,000219
Personal Trust and Agency Accounts$448,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000171
Employee Benefit-defined Benefit Accounts$2,000133
Number of other employee benefit and retirement-related accounts$179,000228
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$23,000346
Number of foundation and endowment trust and agency accounts, managed assets$78,00078
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$179,000220
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,000301
Personal Trust and Agency Accounts$0321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000177
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$23,000179
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$113,000140
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000216
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$778,000268
Number of Managed Accounts$743,000222
Personal Trust and Agency Accounts$454,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$2,000150
Number of other employee benefit and retirement-related accounts$181,000244
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$21,000524
Number of foundation and endowment trust and agency accounts, managed assets$78,00080
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$181,000236
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$35,000484
Personal Trust and Agency Accounts$0719
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000193
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$25,000291
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$113,000172
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000360
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$773,000255
Number of Managed Accounts$738,000219
Personal Trust and Agency Accounts$453,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000182
Employee Benefit-defined Benefit Accounts$2,000134
Number of other employee benefit and retirement-related accounts$177,000230
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$20,000349
Number of foundation and endowment trust and agency accounts, managed assets$78,00079
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$177,000223
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,000286
Personal Trust and Agency Accounts$0316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000172
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$25,000169
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$107,000144
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000204
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$774,000256
Number of Managed Accounts$749,000215
Personal Trust and Agency Accounts$457,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000135
Employee Benefit-defined Benefit Accounts$2,000135
Number of other employee benefit and retirement-related accounts$179,000228
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$19,000351
Number of foundation and endowment trust and agency accounts, managed assets$76,00080
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$179,000219
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000312
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$24,000170
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$119,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000203
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$780,000254
Number of Managed Accounts$756,000215
Personal Trust and Agency Accounts$459,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000132
Employee Benefit-defined Benefit Accounts$2,000134
Number of other employee benefit and retirement-related accounts$181,000223
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$20,000353
Number of foundation and endowment trust and agency accounts, managed assets$76,00079
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$181,000215
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,000311
Personal Trust and Agency Accounts$0320
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$23,000174
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$16,000293
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000211
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$782,000260
Number of Managed Accounts$758,000214
Personal Trust and Agency Accounts$461,000131
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000141
Employee Benefit-defined Benefit Accounts$2,000151
Number of other employee benefit and retirement-related accounts$182,000232
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$20,000539
Number of foundation and endowment trust and agency accounts, managed assets$75,00079
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$182,000219
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$24,000580
Personal Trust and Agency Accounts$0737
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000328
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$23,000315
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$115,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000383
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$785,000246
Number of Managed Accounts$762,000209
Personal Trust and Agency Accounts$471,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000135
Employee Benefit-defined Benefit Accounts$2,000137
Number of other employee benefit and retirement-related accounts$180,000219
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$19,000350
Number of foundation and endowment trust and agency accounts, managed assets$72,00080
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$180,000206
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000326
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000250
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$22,000186
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$110,000143
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000222
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$784,000249
Number of Managed Accounts$761,000212
Personal Trust and Agency Accounts$476,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000134
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$175,000223
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$18,000354
Number of foundation and endowment trust and agency accounts, managed assets$72,00081
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$175,000213
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000327
Personal Trust and Agency Accounts$0327
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000254
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$22,000191
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$102,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000225
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$781,000250
Number of Managed Accounts$758,000211
Personal Trust and Agency Accounts$477,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000135
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$175,000218
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$17,000352
Number of foundation and endowment trust and agency accounts, managed assets$69,00087
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$175,000208
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000326
Personal Trust and Agency Accounts$0326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$22,000194
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$101,000153
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000225
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$790,000257
Number of Managed Accounts$766,000214
Personal Trust and Agency Accounts$483,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000133
Employee Benefit-defined Benefit Accounts$2,000161
Number of other employee benefit and retirement-related accounts$176,000228
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$17,000564
Number of foundation and endowment trust and agency accounts, managed assets$68,00086
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$176,000217
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$24,000601
Personal Trust and Agency Accounts$0756
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000356
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$23,000336
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$104,000186
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000409
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$790,000250
Number of Managed Accounts$764,000208
Personal Trust and Agency Accounts$480,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000128
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$179,000213
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$16,000353
Number of foundation and endowment trust and agency accounts, managed assets$67,00083
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$179,000202
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000314
Personal Trust and Agency Accounts$0322
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000255
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$25,000175
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$98,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000205
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$800,000252
Number of Managed Accounts$773,000211
Personal Trust and Agency Accounts$490,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000132
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$179,000214
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$16,000353
Number of foundation and endowment trust and agency accounts, managed assets$66,00089
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$179,000201
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000316
Personal Trust and Agency Accounts$0324
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$26,000171
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$100,000158
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000199
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$815,000244
Number of Managed Accounts$788,000206
Personal Trust and Agency Accounts$494,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000132
Employee Benefit-defined Benefit Accounts$2,000144
Number of other employee benefit and retirement-related accounts$189,000203
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$16,000353
Number of foundation and endowment trust and agency accounts, managed assets$66,00088
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$189,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000316
Personal Trust and Agency Accounts$0326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$26,000176
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$27,000277
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000207
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$805,000258
Number of Managed Accounts$781,000207
Personal Trust and Agency Accounts$492,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000140
Employee Benefit-defined Benefit Accounts$2,000170
Number of other employee benefit and retirement-related accounts$182,000221
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$16,000573
Number of foundation and endowment trust and agency accounts, managed assets$69,00083
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$182,000206
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$24,000631
Personal Trust and Agency Accounts$0790
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000373
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$23,000346
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$96,000207
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000411
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$793,000249
Number of Managed Accounts$770,000207
Personal Trust and Agency Accounts$482,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000135
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$184,000206
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$15,000357
Number of foundation and endowment trust and agency accounts, managed assets$67,00084
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$184,000192
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000324
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$22,000192
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$93,000169
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000227
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$794,000244
Number of Managed Accounts$771,000206
Personal Trust and Agency Accounts$481,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000134
Employee Benefit-defined Benefit Accounts$2,000152
Number of other employee benefit and retirement-related accounts$187,000199
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$15,000358
Number of foundation and endowment trust and agency accounts, managed assets$66,00083
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$187,000183
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000321
Personal Trust and Agency Accounts$0329
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$22,000192
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$94,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000229
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$797,000247
Number of Managed Accounts$773,000201
Personal Trust and Agency Accounts$473,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000117
Employee Benefit-defined Benefit Accounts$2,000153
Number of other employee benefit and retirement-related accounts$188,000199
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$15,000360
Number of foundation and endowment trust and agency accounts, managed assets$67,00080
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$188,000184
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,000323
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000252
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$22,000197
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$93,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000232
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$811,000257
Number of Managed Accounts$785,000202
Personal Trust and Agency Accounts$488,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000124
Employee Benefit-defined Benefit Accounts$2,000168
Number of other employee benefit and retirement-related accounts$185,000214
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$16,000582
Number of foundation and endowment trust and agency accounts, managed assets$66,00079
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$185,000195
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$26,000615
Personal Trust and Agency Accounts$0821
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000346
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$24,000343
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$92,000226
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000417
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$815,000238
Number of Managed Accounts$789,000194
Personal Trust and Agency Accounts$490,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000118
Employee Benefit-defined Benefit Accounts$2,000146
Number of other employee benefit and retirement-related accounts$187,000192
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$17,000335
Number of foundation and endowment trust and agency accounts, managed assets$65,00075
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$187,000176
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000304
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000239
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$24,000183
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$99,000164
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000219
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$820,000235
Number of Managed Accounts$791,000188
Personal Trust and Agency Accounts$501,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000116
Employee Benefit-defined Benefit Accounts$2,000147
Number of other employee benefit and retirement-related accounts$178,000197
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$17,000339
Number of foundation and endowment trust and agency accounts, managed assets$65,00076
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$178,000179
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,000299
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000239
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$27,000177
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$106,000159
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000215
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$820,000237
Number of Managed Accounts$793,000187
Personal Trust and Agency Accounts$501,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000115
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$181,000191
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$18,000339
Number of foundation and endowment trust and agency accounts, managed assets$63,00076
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$181,000168
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000304
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$27,000180
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$107,000154
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000213
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$830,000253
Number of Managed Accounts$800,000191
Personal Trust and Agency Accounts$511,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000122
Employee Benefit-defined Benefit Accounts$2,000173
Number of other employee benefit and retirement-related accounts$180,000206
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$17,000586
Number of foundation and endowment trust and agency accounts, managed assets$62,00075
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$180,000181
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$30,000601
Personal Trust and Agency Accounts$1,000740
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000367
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$27,000335
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$107,000214
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000404
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$836,000234
Number of Managed Accounts$806,000184
Personal Trust and Agency Accounts$521,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000113
Employee Benefit-defined Benefit Accounts$2,000151
Number of other employee benefit and retirement-related accounts$175,000192
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$18,000324
Number of foundation and endowment trust and agency accounts, managed assets$62,00076
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$175,000167
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$30,000289
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000244
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$28,000170
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$103,000156
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000200
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$843,000227
Number of Managed Accounts$812,000182
Personal Trust and Agency Accounts$522,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000114
Employee Benefit-defined Benefit Accounts$2,000150
Number of other employee benefit and retirement-related accounts$178,000186
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$19,000326
Number of foundation and endowment trust and agency accounts, managed assets$63,00078
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$178,000164
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000291
Personal Trust and Agency Accounts$0315
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000247
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$29,000171
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$108,000159
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000198
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$853,000227
Number of Managed Accounts$820,000179
Personal Trust and Agency Accounts$528,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000115
Employee Benefit-defined Benefit Accounts$3,000137
Number of other employee benefit and retirement-related accounts$181,000179
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$18,000327
Number of foundation and endowment trust and agency accounts, managed assets$63,00076
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$181,000159
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,000281
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000228
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$29,000170
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$108,000155
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000201
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$851,000240
Number of Managed Accounts$821,000178
Personal Trust and Agency Accounts$528,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000128
Employee Benefit-defined Benefit Accounts$3,000156
Number of other employee benefit and retirement-related accounts$182,000191
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$18,000586
Number of foundation and endowment trust and agency accounts, managed assets$62,00076
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$182,000176
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$30,000611
Personal Trust and Agency Accounts$0861
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000384
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$28,000333
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$111,000209
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000404
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$841,000228
Number of Managed Accounts$812,000173
Personal Trust and Agency Accounts$528,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000119
Employee Benefit-defined Benefit Accounts$3,000138
Number of other employee benefit and retirement-related accounts$173,000181
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$18,000332
Number of foundation and endowment trust and agency accounts, managed assets$62,00078
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000160
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,000303
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000251
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$27,000173
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$108,000152
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000197
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$840,000226
Number of Managed Accounts$812,000174
Personal Trust and Agency Accounts$529,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000120
Employee Benefit-defined Benefit Accounts$3,000138
Number of other employee benefit and retirement-related accounts$172,000181
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$19,000336
Number of foundation and endowment trust and agency accounts, managed assets$61,00078
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$172,000161
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000308
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000266
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$27,000175
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$112,000147
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000195
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$833,000233
Number of Managed Accounts$805,000175
Personal Trust and Agency Accounts$526,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000121
Employee Benefit-defined Benefit Accounts$3,000139
Number of other employee benefit and retirement-related accounts$169,000182
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$19,000342
Number of foundation and endowment trust and agency accounts, managed assets$60,00079
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$169,000158
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000307
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$27,000176
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$115,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000191
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$829,000255
Number of Managed Accounts$801,000184
Personal Trust and Agency Accounts$533,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000139
Employee Benefit-defined Benefit Accounts$2,000186
Number of other employee benefit and retirement-related accounts$165,000204
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$18,000607
Number of foundation and endowment trust and agency accounts, managed assets$53,00087
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$165,000178
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$28,000661
Personal Trust and Agency Accounts$0899
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000445
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$27,000348
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$115,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000411
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$828,000233
Number of Managed Accounts$800,000175
Personal Trust and Agency Accounts$524,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000116
Employee Benefit-defined Benefit Accounts$2,000160
Number of other employee benefit and retirement-related accounts$168,000173
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$16,000331
Number of foundation and endowment trust and agency accounts, managed assets$60,00078
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$168,000153
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000301
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000264
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$27,000170
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$9,000321
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000190
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$834,000233
Number of Managed Accounts$807,000174
Personal Trust and Agency Accounts$529,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000113
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$170,000172
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$14,000330
Number of foundation and endowment trust and agency accounts, managed assets$60,00076
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$170,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000308
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$26,000173
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$12,000315
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000192
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$830,000236
Number of Managed Accounts$802,000179
Personal Trust and Agency Accounts$524,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000110
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$168,000174
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$14,000337
Number of foundation and endowment trust and agency accounts, managed assets$61,00072
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$168,000150
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000309
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000268
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$27,000168
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$11,000320
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000188
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$855,000254
Number of Managed Accounts$826,000180
Personal Trust and Agency Accounts$540,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000135
Employee Benefit-defined Benefit Accounts$2,000197
Number of other employee benefit and retirement-related accounts$171,000192
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$18,000616
Number of foundation and endowment trust and agency accounts, managed assets$62,00070
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$171,000165
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$29,000685
Personal Trust and Agency Accounts$0925
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000455
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$28,000348
Corporate Trust and Agency Accounts$0372
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$11,000600
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000399
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$857,000233
Number of Managed Accounts$827,000177
Personal Trust and Agency Accounts$605,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000109
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$171,000165
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$15,000333
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$30,000292
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000264
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$29,000168
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$11,000316
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$862,000237
Number of Managed Accounts$833,000176
Personal Trust and Agency Accounts$609,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000111
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$173,000165
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$15,000341
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$29,000303
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000270
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$28,000173
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$11,000325
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$857,000235
Number of Managed Accounts$827,000178
Personal Trust and Agency Accounts$610,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000112
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$166,000168
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$14,000343
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$30,000296
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000274
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$29,000170
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$12,000322
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$873,000258
Number of Managed Accounts$842,000184
Personal Trust and Agency Accounts$625,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000127
Employee Benefit-defined Benefit Accounts$2,000195
Number of other employee benefit and retirement-related accounts$164,000197
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$15,000674
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000660
Personal Trust and Agency Accounts$0952
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000484
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$30,000360
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$11,000623
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$889,000230
Number of Managed Accounts$858,000174
Personal Trust and Agency Accounts$632,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000107
Employee Benefit-defined Benefit Accounts$2,000165
Number of other employee benefit and retirement-related accounts$167,000171
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$15,000370
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000315
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000289
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$30,000183
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$12,000348
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$898,000236
Number of Managed Accounts$867,000175
Personal Trust and Agency Accounts$646,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000103
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$173,000166
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0394
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000317
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$31,000183
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$13,000334
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$898,000238
Number of Managed Accounts$867,000176
Personal Trust and Agency Accounts$641,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000102
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$177,000161
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$0400
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000320
Personal Trust and Agency Accounts$0363
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$31,000183
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$13,000341
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$899,000253
Number of Managed Accounts$867,000183
Personal Trust and Agency Accounts$637,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000110
Employee Benefit-defined Benefit Accounts$2,000188
Number of other employee benefit and retirement-related accounts$177,000173
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$0881
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000667
Personal Trust and Agency Accounts$0976
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$32,000354
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$13,000624
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$892,000233
Number of Managed Accounts$859,000178
Personal Trust and Agency Accounts$634,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000100
Employee Benefit-defined Benefit Accounts$2,000158
Number of other employee benefit and retirement-related accounts$172,000155
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,000305
Personal Trust and Agency Accounts$1,000331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$32,000173
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$12,000338
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$901,000229
Number of Managed Accounts$864,000176
Personal Trust and Agency Accounts$633,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00099
Employee Benefit-defined Benefit Accounts$2,000161
Number of other employee benefit and retirement-related accounts$176,000152
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0385
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000303
Personal Trust and Agency Accounts$5,000275
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$32,000178
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$12,000343
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$921,000221
Number of Managed Accounts$882,000171
Personal Trust and Agency Accounts$645,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000102
Employee Benefit-defined Benefit Accounts$2,000163
Number of other employee benefit and retirement-related accounts$182,000143
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$0386
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,000300
Personal Trust and Agency Accounts$7,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0333
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$32,000180
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$13,000340
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$926,000233
Number of Managed Accounts$886,000175
Personal Trust and Agency Accounts$651,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000115
Employee Benefit-defined Benefit Accounts$2,000199
Number of other employee benefit and retirement-related accounts$180,000159
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$0891
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000613
Personal Trust and Agency Accounts$8,000537
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0653
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$32,000353
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$12,000651
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$939,000213
Number of Managed Accounts$898,000172
Personal Trust and Agency Accounts$660,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000100
Employee Benefit-defined Benefit Accounts$2,000172
Number of other employee benefit and retirement-related accounts$179,000144
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$0365
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$41,000293
Personal Trust and Agency Accounts$8,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$33,000177
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$12,000333
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$959,000216
Number of Managed Accounts$913,000174
Personal Trust and Agency Accounts$676,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000100
Employee Benefit-defined Benefit Accounts$2,000185
Number of other employee benefit and retirement-related accounts$178,000150
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0369
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$46,000294
Personal Trust and Agency Accounts$8,000245
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$38,000169
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$14,000332
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$972,000214
Number of Managed Accounts$924,000174
Personal Trust and Agency Accounts$675,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,000103
Employee Benefit-defined Benefit Accounts$2,000182
Number of other employee benefit and retirement-related accounts$192,000137
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000296
Personal Trust and Agency Accounts$7,000258
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$41,000170
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$14,000341
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$974,000232
Number of Managed Accounts$926,000175
Personal Trust and Agency Accounts$680,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000122
Employee Benefit-defined Benefit Accounts$2,000236
Number of other employee benefit and retirement-related accounts$190,000139
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$0919
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000583
Personal Trust and Agency Accounts$7,000592
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$41,000323
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$14,000662
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$986,000200
Number of Managed Accounts$941,000162
Personal Trust and Agency Accounts$689,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000107
Employee Benefit-defined Benefit Accounts$2,000180
Number of other employee benefit and retirement-related accounts$196,000124
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0370
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$45,000296
Personal Trust and Agency Accounts$8,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$37,000169
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$14,000338
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$996,000199
Number of Managed Accounts$951,000161
Personal Trust and Agency Accounts$698,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,000107
Employee Benefit-defined Benefit Accounts$2,000177
Number of other employee benefit and retirement-related accounts$196,000121
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$45,000303
Personal Trust and Agency Accounts$7,000260
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$38,000170
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$14,000351
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$997,000200
Number of Managed Accounts$952,000161
Personal Trust and Agency Accounts$699,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000115
Employee Benefit-defined Benefit Accounts$2,000180
Number of other employee benefit and retirement-related accounts$197,000125
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$45,000305
Personal Trust and Agency Accounts$7,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$38,000170
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$13,000353
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$1,007,000214
Number of Managed Accounts$961,000161
Personal Trust and Agency Accounts$702,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000117
Employee Benefit-defined Benefit Accounts$2,000244
Number of other employee benefit and retirement-related accounts$198,000131
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$0911
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$46,000611
Personal Trust and Agency Accounts$7,000574
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000582
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$38,000331
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$13,000681
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$1,008,000199
Number of Managed Accounts$961,000158
Personal Trust and Agency Accounts$706,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000107
Employee Benefit-defined Benefit Accounts$2,000180
Number of other employee benefit and retirement-related accounts$194,000120
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000309
Personal Trust and Agency Accounts$7,000258
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000316
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$39,000167
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$13,000350
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$1,018,000201
Number of Managed Accounts$973,000158
Personal Trust and Agency Accounts$713,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000114
Employee Benefit-defined Benefit Accounts$2,000183
Number of other employee benefit and retirement-related accounts$200,000117
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$45,000319
Personal Trust and Agency Accounts$7,000264
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000324
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$37,000181
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$13,000355
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$1,015,000201
Number of Managed Accounts$968,000158
Personal Trust and Agency Accounts$705,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000114
Employee Benefit-defined Benefit Accounts$2,000185
Number of other employee benefit and retirement-related accounts$202,000116
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000317
Personal Trust and Agency Accounts$8,000257
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000325
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$38,000175
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$13,000360
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$1,017,000230
Number of Managed Accounts$977,000168
Personal Trust and Agency Accounts$708,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000128
Employee Benefit-defined Benefit Accounts$2,000241
Number of other employee benefit and retirement-related accounts$206,000118
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$0932
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000671
Personal Trust and Agency Accounts$8,000557
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000596
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$31,000397
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$13,000697
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$1,029,000216
Number of Managed Accounts$990,000164
Personal Trust and Agency Accounts$713,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$69,000116
Employee Benefit-defined Benefit Accounts$3,000174
Number of other employee benefit and retirement-related accounts$205,000109
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,000340
Personal Trust and Agency Accounts$8,000267
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$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$13,000379
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$1,037,000211
Number of Managed Accounts$999,000165
Personal Trust and Agency Accounts$721,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,000122
Employee Benefit-defined Benefit Accounts$3,000170
Number of other employee benefit and retirement-related accounts$205,000107
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$0387
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000343
Personal Trust and Agency Accounts$8,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$30,000216
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$13,000384
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$1,043,000220
Number of Managed Accounts$1,005,000172
Personal Trust and Agency Accounts$725,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,000130
Employee Benefit-defined Benefit Accounts$3,000172
Number of other employee benefit and retirement-related accounts$205,000108
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000351
Personal Trust and Agency Accounts$8,000279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$30,000213
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$13,000390
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$1,051,000237
Number of Managed Accounts$1,012,000178
Personal Trust and Agency Accounts$728,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,000142
Employee Benefit-defined Benefit Accounts$3,000213
Number of other employee benefit and retirement-related accounts$208,000117
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$0941
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,000691
Personal Trust and Agency Accounts$12,000496
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0764
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$27,000410
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$15,000719
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$1,023,000224
Number of Managed Accounts$947,000174
Personal Trust and Agency Accounts$678,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000167
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$201,000115
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$76,000478
Personal Trust and Agency Accounts$41,000249
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000441
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$29,000393
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$17,000641
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA