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PNC Bank, Number of Fiduciary and Related Asset Accounts

2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,014,00012
Number of Managed Accounts$68,951,0006
Personal Trust and Agency Accounts$19,240,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$265,00051
Employee Benefit-defined Benefit Accounts$219,0007
Number of other employee benefit and retirement-related accounts$18,552,00010
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$24,435,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,166,0003
Other Fiduciary Accounts$74,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$18,341,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,063,00041
Personal Trust and Agency Accounts$587,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$382,00016
Employee Benefit-defined Benefit Accounts$108,00055
Number non-managed other employee benefit and retirement-related accounts$304,00031
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$0259
Number (#) individual retirement, health savings, and other similar accounts$532,0003
Other Fiduciary Accounts$150,00014
Memoranda
Custody and Safekeeping Accounts$6,572,00030
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed asts$210,00091
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,239,00012
Number of Managed Accounts$69,189,0006
Personal Trust and Agency Accounts$19,458,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$270,00051
Employee Benefit-defined Benefit Accounts$237,0007
Number of other employee benefit and retirement-related accounts$18,461,00012
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$24,512,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,176,0003
Other Fiduciary Accounts$75,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$18,251,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$2,050,00042
Personal Trust and Agency Accounts$594,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$394,00016
Employee Benefit-defined Benefit Accounts$109,00056
Number non-managed other employee benefit and retirement-related accounts$292,00072
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$516,0003
Other Fiduciary Accounts$145,00019
Memoranda
Custody and Safekeeping Accounts$6,699,00031
Fiduciary Accounts Held in Foreign Offices$038
# of Individual retirement,health savings and similar accounts, non-managed asts$213,000107
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$70,991,00011
Number of Managed Accounts$68,970,0006
Personal Trust and Agency Accounts$19,706,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$274,00046
Employee Benefit-defined Benefit Accounts$245,0007
Number of other employee benefit and retirement-related accounts$18,197,0009
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$24,333,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,140,0003
Other Fiduciary Accounts$75,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,991,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,021,00041
Personal Trust and Agency Accounts$592,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$405,00016
Employee Benefit-defined Benefit Accounts$113,00054
Number non-managed other employee benefit and retirement-related accounts$291,00033
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$484,0003
Other Fiduciary Accounts$136,00015
Memoranda
Custody and Safekeeping Accounts$6,600,00030
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed asts$212,00086
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$70,939,00012
Number of Managed Accounts$68,900,0006
Personal Trust and Agency Accounts$20,045,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00053
Employee Benefit-defined Benefit Accounts$247,0007
Number of other employee benefit and retirement-related accounts$18,019,0009
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$24,152,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,082,0003
Other Fiduciary Accounts$76,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,813,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,039,00040
Personal Trust and Agency Accounts$600,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$423,00014
Employee Benefit-defined Benefit Accounts$114,00058
Number non-managed other employee benefit and retirement-related accounts$292,00070
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$473,0003
Other Fiduciary Accounts$137,00015
Memoranda
Custody and Safekeeping Accounts$6,716,00026
Fiduciary Accounts Held in Foreign Offices$037
# of Individual retirement,health savings and similar accounts, non-managed asts$208,00094
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,288,00012
Number of Managed Accounts$69,215,0006
Personal Trust and Agency Accounts$20,219,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$277,00013
Employee Benefit-defined Benefit Accounts$247,0007
Number of other employee benefit and retirement-related accounts$18,239,0005
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$24,145,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,014,0003
Other Fiduciary Accounts$74,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,763,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,073,00043
Personal Trust and Agency Accounts$599,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$433,00017
Employee Benefit-defined Benefit Accounts$116,00016
Number non-managed other employee benefit and retirement-related accounts$298,00030
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$485,0004
Other Fiduciary Accounts$142,00014
Memoranda
Custody and Safekeeping Accounts$6,759,00027
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$210,00053
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,353,00012
Number of Managed Accounts$69,252,0006
Personal Trust and Agency Accounts$20,419,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$284,00014
Employee Benefit-defined Benefit Accounts$252,0007
Number of other employee benefit and retirement-related accounts$18,057,0005
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$24,160,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,009,0003
Other Fiduciary Accounts$71,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,576,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$2,101,00044
Personal Trust and Agency Accounts$612,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$444,00018
Employee Benefit-defined Benefit Accounts$117,00017
Number non-managed other employee benefit and retirement-related accounts$302,00034
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$480,0005
Other Fiduciary Accounts$146,00016
Memoranda
Custody and Safekeeping Accounts$6,839,00029
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$222,00073
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,385,00012
Number of Managed Accounts$69,279,0006
Personal Trust and Agency Accounts$20,716,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$280,00014
Employee Benefit-defined Benefit Accounts$254,0007
Number of other employee benefit and retirement-related accounts$17,898,0005
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$24,047,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,012,0003
Other Fiduciary Accounts$72,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,416,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,106,00042
Personal Trust and Agency Accounts$631,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$447,00016
Employee Benefit-defined Benefit Accounts$121,00017
Number non-managed other employee benefit and retirement-related accounts$302,00031
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$458,0004
Other Fiduciary Accounts$147,00014
Memoranda
Custody and Safekeeping Accounts$6,880,00028
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$223,00053
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$72,219,00011
Number of Managed Accounts$70,133,0006
Personal Trust and Agency Accounts$21,135,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$282,00014
Employee Benefit-defined Benefit Accounts$259,0006
Number of other employee benefit and retirement-related accounts$18,013,0005
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$24,290,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,082,0003
Other Fiduciary Accounts$72,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,528,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,086,00036
Personal Trust and Agency Accounts$646,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$460,00015
Employee Benefit-defined Benefit Accounts$126,00015
Number non-managed other employee benefit and retirement-related accounts$305,00031
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$399,0004
Other Fiduciary Accounts$150,00015
Memoranda
Custody and Safekeeping Accounts$7,017,00025
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$230,00051
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,622,00011
Number of Managed Accounts$69,547,0006
Personal Trust and Agency Accounts$21,165,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$224,00015
Employee Benefit-defined Benefit Accounts$259,0006
Number of other employee benefit and retirement-related accounts$17,761,0005
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$23,976,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,090,0003
Other Fiduciary Accounts$72,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,275,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,075,00036
Personal Trust and Agency Accounts$650,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$419,00015
Employee Benefit-defined Benefit Accounts$128,00014
Number non-managed other employee benefit and retirement-related accounts$318,00028
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$2,000142
Number (#) individual retirement, health savings, and other similar accounts$406,0004
Other Fiduciary Accounts$152,00015
Memoranda
Custody and Safekeeping Accounts$7,024,00025
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$233,00047
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$71,302,00011
Number of Managed Accounts$68,990,0006
Personal Trust and Agency Accounts$21,268,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00012
Employee Benefit-defined Benefit Accounts$259,0006
Number of other employee benefit and retirement-related accounts$17,424,0005
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$23,595,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,075,0003
Other Fiduciary Accounts$67,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$16,932,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$2,312,00036
Personal Trust and Agency Accounts$657,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$652,00010
Employee Benefit-defined Benefit Accounts$128,00015
Number non-managed other employee benefit and retirement-related accounts$319,00033
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$405,0004
Other Fiduciary Accounts$151,00017
Memoranda
Custody and Safekeeping Accounts$7,003,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$234,00065
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$69,148,00011
Number of Managed Accounts$66,871,0006
Personal Trust and Agency Accounts$20,895,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$311,00010
Employee Benefit-defined Benefit Accounts$268,0006
Number of other employee benefit and retirement-related accounts$16,940,0005
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$22,389,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,002,0003
Other Fiduciary Accounts$66,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$16,450,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,277,00035
Personal Trust and Agency Accounts$643,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$678,00010
Employee Benefit-defined Benefit Accounts$136,00015
Number non-managed other employee benefit and retirement-related accounts$283,00031
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$387,0004
Other Fiduciary Accounts$150,00015
Memoranda
Custody and Safekeeping Accounts$6,858,00022
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$229,00045
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$69,140,00011
Number of Managed Accounts$66,824,0006
Personal Trust and Agency Accounts$21,153,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$305,00011
Employee Benefit-defined Benefit Accounts$271,0006
Number of other employee benefit and retirement-related accounts$16,834,0005
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$22,233,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,962,0003
Other Fiduciary Accounts$66,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$16,341,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,316,00036
Personal Trust and Agency Accounts$656,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$707,00011
Employee Benefit-defined Benefit Accounts$137,00015
Number non-managed other employee benefit and retirement-related accounts$284,00033
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$383,0005
Other Fiduciary Accounts$149,00015
Memoranda
Custody and Safekeeping Accounts$6,906,00023
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$235,00053
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$68,538,00011
Number of Managed Accounts$66,202,0006
Personal Trust and Agency Accounts$21,181,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00011
Employee Benefit-defined Benefit Accounts$272,0006
Number of other employee benefit and retirement-related accounts$16,559,0005
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$21,911,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,911,0003
Other Fiduciary Accounts$66,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$16,067,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,336,00036
Personal Trust and Agency Accounts$661,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$719,00011
Employee Benefit-defined Benefit Accounts$138,00015
Number non-managed other employee benefit and retirement-related accounts$285,00031
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$380,0005
Other Fiduciary Accounts$153,00015
Memoranda
Custody and Safekeeping Accounts$6,864,00023
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$238,00051
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$68,294,00011
Number of Managed Accounts$65,929,0006
Personal Trust and Agency Accounts$21,372,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$303,00012
Employee Benefit-defined Benefit Accounts$275,0006
Number of other employee benefit and retirement-related accounts$16,354,0005
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$21,646,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,911,0003
Other Fiduciary Accounts$68,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$15,861,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$2,365,00037
Personal Trust and Agency Accounts$676,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$727,00012
Employee Benefit-defined Benefit Accounts$138,00015
Number non-managed other employee benefit and retirement-related accounts$286,00042
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$383,0005
Other Fiduciary Accounts$155,00018
Memoranda
Custody and Safekeeping Accounts$6,872,00024
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$238,00069
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$68,133,00011
Number of Managed Accounts$65,801,0006
Personal Trust and Agency Accounts$21,758,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$300,00012
Employee Benefit-defined Benefit Accounts$276,0006
Number of other employee benefit and retirement-related accounts$16,142,0005
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$21,416,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,841,0003
Other Fiduciary Accounts$68,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$15,644,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,332,00035
Personal Trust and Agency Accounts$677,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$727,00012
Employee Benefit-defined Benefit Accounts$141,00016
Number non-managed other employee benefit and retirement-related accounts$289,00034
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$337,0006
Other Fiduciary Accounts$161,00016
Memoranda
Custody and Safekeeping Accounts$6,794,00021
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$238,00052
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$68,030,00011
Number of Managed Accounts$65,683,0006
Personal Trust and Agency Accounts$22,081,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$270,00014
Employee Benefit-defined Benefit Accounts$289,0006
Number of other employee benefit and retirement-related accounts$15,876,0005
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$21,236,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,863,0003
Other Fiduciary Accounts$68,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$15,377,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,347,00035
Personal Trust and Agency Accounts$689,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$717,00012
Employee Benefit-defined Benefit Accounts$139,00016
Number non-managed other employee benefit and retirement-related accounts$294,00038
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$345,0006
Other Fiduciary Accounts$163,00016
Memoranda
Custody and Safekeeping Accounts$6,994,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$252,00057
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$67,516,00011
Number of Managed Accounts$65,147,0006
Personal Trust and Agency Accounts$22,128,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00013
Employee Benefit-defined Benefit Accounts$280,0006
Number of other employee benefit and retirement-related accounts$15,556,0005
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$20,983,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,852,0003
Other Fiduciary Accounts$69,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$15,055,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,369,00035
Personal Trust and Agency Accounts$692,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$742,00012
Employee Benefit-defined Benefit Accounts$139,00017
Number non-managed other employee benefit and retirement-related accounts$288,00036
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$343,0006
Other Fiduciary Accounts$165,00017
Memoranda
Custody and Safekeeping Accounts$6,941,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$250,00054
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$67,258,00011
Number of Managed Accounts$64,839,0006
Personal Trust and Agency Accounts$22,272,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$295,00012
Employee Benefit-defined Benefit Accounts$291,0006
Number of other employee benefit and retirement-related accounts$15,270,0005
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$20,752,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,889,0003
Other Fiduciary Accounts$70,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$14,780,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$45,901,0003
Number of Non-Managed Accounts$2,419,00037
Personal Trust and Agency Accounts$703,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$760,00012
Employee Benefit-defined Benefit Accounts$145,00016
Number non-managed other employee benefit and retirement-related accounts$294,00043
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$344,0006
Other Fiduciary Accounts$173,00019
Memoranda
Custody and Safekeeping Accounts$7,128,00026
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$254,00066
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$66,752,00011
Number of Managed Accounts$64,340,0006
Personal Trust and Agency Accounts$22,453,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$299,00011
Employee Benefit-defined Benefit Accounts$284,0006
Number of other employee benefit and retirement-related accounts$14,942,0005
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$20,461,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,831,0003
Other Fiduciary Accounts$70,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$14,456,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,412,00036
Personal Trust and Agency Accounts$712,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$784,00012
Employee Benefit-defined Benefit Accounts$143,00017
Number non-managed other employee benefit and retirement-related accounts$293,00035
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$306,0006
Other Fiduciary Accounts$174,00017
Memoranda
Custody and Safekeeping Accounts$7,190,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$263,00050
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$67,293,00011
Number of Managed Accounts$64,852,0006
Personal Trust and Agency Accounts$22,979,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$306,00011
Employee Benefit-defined Benefit Accounts$289,0006
Number of other employee benefit and retirement-related accounts$14,740,0005
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$20,599,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,865,0003
Other Fiduciary Accounts$74,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$14,257,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,441,00038
Personal Trust and Agency Accounts$727,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$809,00012
Employee Benefit-defined Benefit Accounts$144,00017
Number non-managed other employee benefit and retirement-related accounts$285,00037
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$302,0006
Other Fiduciary Accounts$174,00018
Memoranda
Custody and Safekeeping Accounts$7,326,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$270,00055
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$66,555,00011
Number of Managed Accounts$64,114,0006
Personal Trust and Agency Accounts$23,010,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$296,00013
Employee Benefit-defined Benefit Accounts$286,0006
Number of other employee benefit and retirement-related accounts$14,412,0005
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$20,179,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,857,0003
Other Fiduciary Accounts$74,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$13,930,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,441,00038
Personal Trust and Agency Accounts$739,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$811,00012
Employee Benefit-defined Benefit Accounts$142,00017
Number non-managed other employee benefit and retirement-related accounts$283,00037
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$292,0006
Other Fiduciary Accounts$174,00017
Memoranda
Custody and Safekeeping Accounts$7,280,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$277,00052
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$66,788,00010
Number of Managed Accounts$64,222,0006
Personal Trust and Agency Accounts$23,220,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$282,00014
Employee Benefit-defined Benefit Accounts$288,0006
Number of other employee benefit and retirement-related accounts$14,283,0006
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$20,174,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,900,0003
Other Fiduciary Accounts$75,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$13,808,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$57,031,0002
Number of Non-Managed Accounts$2,566,00039
Personal Trust and Agency Accounts$786,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$835,00012
Employee Benefit-defined Benefit Accounts$143,00016
Number non-managed other employee benefit and retirement-related accounts$283,00047
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$294,0006
Other Fiduciary Accounts$225,00018
Memoranda
Custody and Safekeeping Accounts$7,342,00021
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$281,00065
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$66,644,00011
Number of Managed Accounts$64,104,0006
Personal Trust and Agency Accounts$23,683,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$278,00014
Employee Benefit-defined Benefit Accounts$288,0006
Number of other employee benefit and retirement-related accounts$13,970,0007
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$19,929,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,882,0003
Other Fiduciary Accounts$74,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$13,498,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,540,00036
Personal Trust and Agency Accounts$793,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$828,00012
Employee Benefit-defined Benefit Accounts$146,00016
Number non-managed other employee benefit and retirement-related accounts$288,00038
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$258,0006
Other Fiduciary Accounts$227,00016
Memoranda
Custody and Safekeeping Accounts$7,337,00021
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$280,00057
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$66,362,00010
Number of Managed Accounts$63,779,0006
Personal Trust and Agency Accounts$23,683,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00017
Employee Benefit-defined Benefit Accounts$294,0006
Number of other employee benefit and retirement-related accounts$13,751,0007
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$19,793,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,942,0003
Other Fiduciary Accounts$76,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$13,275,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,583,00036
Personal Trust and Agency Accounts$793,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$865,00012
Employee Benefit-defined Benefit Accounts$147,00017
Number non-managed other employee benefit and retirement-related accounts$294,00039
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$257,0006
Other Fiduciary Accounts$227,00016
Memoranda
Custody and Safekeeping Accounts$7,417,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$285,00055
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$66,108,00011
Number of Managed Accounts$63,527,0006
Personal Trust and Agency Accounts$23,954,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$261,00014
Employee Benefit-defined Benefit Accounts$293,0006
Number of other employee benefit and retirement-related accounts$13,382,0007
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$19,599,0007
Number of foundation and endowment trust and agency accounts, managed assets$5,960,0003
Other Fiduciary Accounts$78,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,909,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,581,00037
Personal Trust and Agency Accounts$801,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$838,00013
Employee Benefit-defined Benefit Accounts$147,00016
Number non-managed other employee benefit and retirement-related accounts$296,00039
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$253,0006
Other Fiduciary Accounts$246,00016
Memoranda
Custody and Safekeeping Accounts$7,359,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$284,00057
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$66,104,00011
Number of Managed Accounts$63,489,0006
Personal Trust and Agency Accounts$24,153,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00016
Employee Benefit-defined Benefit Accounts$306,0006
Number of other employee benefit and retirement-related accounts$13,165,0008
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$19,535,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,008,0003
Other Fiduciary Accounts$77,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,688,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$56,583,0003
Number of Non-Managed Accounts$2,615,00038
Personal Trust and Agency Accounts$806,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$859,00014
Employee Benefit-defined Benefit Accounts$144,00016
Number non-managed other employee benefit and retirement-related accounts$297,00050
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$254,0006
Other Fiduciary Accounts$255,00017
Memoranda
Custody and Safekeeping Accounts$7,434,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$339,00058
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$66,176,00011
Number of Managed Accounts$63,430,0006
Personal Trust and Agency Accounts$24,409,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$225,00018
Employee Benefit-defined Benefit Accounts$301,0005
Number of other employee benefit and retirement-related accounts$12,997,0008
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$19,385,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,036,0003
Other Fiduciary Accounts$77,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,528,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,746,00036
Personal Trust and Agency Accounts$830,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$878,00013
Employee Benefit-defined Benefit Accounts$149,00016
Number non-managed other employee benefit and retirement-related accounts$313,00038
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$221,0007
Other Fiduciary Accounts$355,00014
Memoranda
Custody and Safekeeping Accounts$7,502,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$463,00039
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$66,514,00011
Number of Managed Accounts$63,656,0006
Personal Trust and Agency Accounts$24,783,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00019
Employee Benefit-defined Benefit Accounts$303,0005
Number of other employee benefit and retirement-related accounts$12,838,0008
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$19,315,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,117,0003
Other Fiduciary Accounts$78,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,380,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,858,00034
Personal Trust and Agency Accounts$861,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$871,00013
Employee Benefit-defined Benefit Accounts$151,00016
Number non-managed other employee benefit and retirement-related accounts$313,00038
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$217,0007
Other Fiduciary Accounts$445,00015
Memoranda
Custody and Safekeeping Accounts$7,624,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$515,00038
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$66,565,00011
Number of Managed Accounts$63,653,0006
Personal Trust and Agency Accounts$25,043,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00022
Employee Benefit-defined Benefit Accounts$294,0006
Number of other employee benefit and retirement-related accounts$12,704,0008
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$19,188,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,168,0003
Other Fiduciary Accounts$77,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,245,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,912,00034
Personal Trust and Agency Accounts$875,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$886,00014
Employee Benefit-defined Benefit Accounts$149,00016
Number non-managed other employee benefit and retirement-related accounts$315,00037
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$235,0007
Other Fiduciary Accounts$452,00015
Memoranda
Custody and Safekeeping Accounts$7,687,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$526,00038
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$66,856,00011
Number of Managed Accounts$63,912,0006
Personal Trust and Agency Accounts$25,380,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$178,00021
Employee Benefit-defined Benefit Accounts$297,0006
Number of other employee benefit and retirement-related accounts$12,635,0008
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$19,116,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,227,0003
Other Fiduciary Accounts$79,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,165,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$56,689,0002
Number of Non-Managed Accounts$2,944,00036
Personal Trust and Agency Accounts$884,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$878,00014
Employee Benefit-defined Benefit Accounts$150,00017
Number non-managed other employee benefit and retirement-related accounts$315,00046
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$238,0006
Other Fiduciary Accounts$479,00017
Memoranda
Custody and Safekeeping Accounts$7,735,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$536,00040
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$67,217,00011
Number of Managed Accounts$64,292,0006
Personal Trust and Agency Accounts$25,729,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00021
Employee Benefit-defined Benefit Accounts$307,0006
Number of other employee benefit and retirement-related accounts$12,626,0008
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$19,154,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,208,0003
Other Fiduciary Accounts$80,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,132,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,925,00034
Personal Trust and Agency Accounts$896,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$868,00012
Employee Benefit-defined Benefit Accounts$150,00017
Number non-managed other employee benefit and retirement-related accounts$317,00036
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$212,0007
Other Fiduciary Accounts$482,00015
Memoranda
Custody and Safekeeping Accounts$7,735,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$528,00034
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$67,810,00011
Number of Managed Accounts$64,899,0006
Personal Trust and Agency Accounts$26,280,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00019
Employee Benefit-defined Benefit Accounts$302,0006
Number of other employee benefit and retirement-related accounts$12,555,0008
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$19,171,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,318,0003
Other Fiduciary Accounts$82,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,068,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,911,00035
Personal Trust and Agency Accounts$905,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$846,00012
Employee Benefit-defined Benefit Accounts$150,00018
Number non-managed other employee benefit and retirement-related accounts$322,00035
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$211,0008
Other Fiduciary Accounts$477,00015
Memoranda
Custody and Safekeeping Accounts$7,812,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$535,00035
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$68,241,00011
Number of Managed Accounts$65,317,0006
Personal Trust and Agency Accounts$26,639,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00019
Employee Benefit-defined Benefit Accounts$297,0006
Number of other employee benefit and retirement-related accounts$12,514,0008
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$19,282,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,310,0003
Other Fiduciary Accounts$80,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,031,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,924,00036
Personal Trust and Agency Accounts$915,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$847,00012
Employee Benefit-defined Benefit Accounts$151,00018
Number non-managed other employee benefit and retirement-related accounts$322,00036
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$210,0008
Other Fiduciary Accounts$479,00015
Memoranda
Custody and Safekeeping Accounts$7,813,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$541,00036
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$68,983,00011
Number of Managed Accounts$66,044,0006
Personal Trust and Agency Accounts$27,007,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$201,00019
Employee Benefit-defined Benefit Accounts$303,0005
Number of other employee benefit and retirement-related accounts$12,544,0007
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$19,506,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,401,0003
Other Fiduciary Accounts$82,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$12,067,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$58,050,0003
Number of Non-Managed Accounts$2,939,00036
Personal Trust and Agency Accounts$938,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$828,00013
Employee Benefit-defined Benefit Accounts$151,00019
Number non-managed other employee benefit and retirement-related accounts$318,00045
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$212,0008
Other Fiduciary Accounts$492,00016
Memoranda
Custody and Safekeeping Accounts$7,875,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$548,00040
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$68,807,00011
Number of Managed Accounts$65,887,0006
Personal Trust and Agency Accounts$27,233,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$206,00016
Employee Benefit-defined Benefit Accounts$318,0005
Number of other employee benefit and retirement-related accounts$12,273,0007
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$19,383,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,392,0003
Other Fiduciary Accounts$82,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,781,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,920,00034
Personal Trust and Agency Accounts$947,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$806,00013
Employee Benefit-defined Benefit Accounts$149,00019
Number non-managed other employee benefit and retirement-related accounts$321,00035
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$203,0007
Other Fiduciary Accounts$494,00015
Memoranda
Custody and Safekeeping Accounts$7,880,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$543,00034
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$68,822,00011
Number of Managed Accounts$65,839,0007
Personal Trust and Agency Accounts$27,736,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$213,00016
Employee Benefit-defined Benefit Accounts$316,0005
Number of other employee benefit and retirement-related accounts$11,884,0008
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$19,167,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,440,0003
Other Fiduciary Accounts$83,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,429,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,983,00033
Personal Trust and Agency Accounts$993,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$793,00012
Employee Benefit-defined Benefit Accounts$149,00020
Number non-managed other employee benefit and retirement-related accounts$359,00031
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$194,0007
Other Fiduciary Accounts$495,00014
Memoranda
Custody and Safekeeping Accounts$8,095,00021
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$571,00032
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$68,441,00011
Number of Managed Accounts$65,450,0006
Personal Trust and Agency Accounts$27,958,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$213,00014
Employee Benefit-defined Benefit Accounts$319,0005
Number of other employee benefit and retirement-related accounts$11,560,0007
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$18,852,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,463,0003
Other Fiduciary Accounts$85,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,108,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,991,00034
Personal Trust and Agency Accounts$1,023,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$781,00014
Employee Benefit-defined Benefit Accounts$145,00019
Number non-managed other employee benefit and retirement-related accounts$362,00036
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$191,0007
Other Fiduciary Accounts$489,00015
Memoranda
Custody and Safekeeping Accounts$8,078,00020
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$590,00033
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$68,461,00011
Number of Managed Accounts$65,455,0006
Personal Trust and Agency Accounts$28,214,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$213,00016
Employee Benefit-defined Benefit Accounts$318,0005
Number of other employee benefit and retirement-related accounts$11,331,0007
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$18,775,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,517,0003
Other Fiduciary Accounts$87,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,883,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$58,025,0003
Number of Non-Managed Accounts$3,006,00037
Personal Trust and Agency Accounts$1,035,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$756,00014
Employee Benefit-defined Benefit Accounts$149,00019
Number non-managed other employee benefit and retirement-related accounts$367,00045
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$190,0008
Other Fiduciary Accounts$509,00015
Memoranda
Custody and Safekeeping Accounts$8,184,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$598,00039
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$68,210,00011
Number of Managed Accounts$65,233,0006
Personal Trust and Agency Accounts$28,703,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$207,00015
Employee Benefit-defined Benefit Accounts$312,0006
Number of other employee benefit and retirement-related accounts$10,998,0007
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$18,424,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,499,0003
Other Fiduciary Accounts$90,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,556,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,977,00034
Personal Trust and Agency Accounts$1,035,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$748,00015
Employee Benefit-defined Benefit Accounts$146,00021
Number non-managed other employee benefit and retirement-related accounts$369,00035
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$171,0008
Other Fiduciary Accounts$508,00014
Memoranda
Custody and Safekeeping Accounts$386,00072
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$609,00033
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$72,482,00013
Number of Managed Accounts$69,033,0006
Personal Trust and Agency Accounts$29,735,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$301,00010
Employee Benefit-defined Benefit Accounts$475,0003
Number of other employee benefit and retirement-related accounts$10,964,0007
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$20,621,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,878,0002
Other Fiduciary Accounts$59,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,538,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,449,00031
Personal Trust and Agency Accounts$991,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$993,00014
Employee Benefit-defined Benefit Accounts$573,0008
Number non-managed other employee benefit and retirement-related accounts$298,00040
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$169,0009
Other Fiduciary Accounts$425,00014
Memoranda
Custody and Safekeeping Accounts$8,785,00021
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$595,00033
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$72,439,00014
Number of Managed Accounts$68,944,0006
Personal Trust and Agency Accounts$30,329,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$306,00010
Employee Benefit-defined Benefit Accounts$487,0003
Number of other employee benefit and retirement-related accounts$10,617,0007
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$20,209,0007
Number of foundation and endowment trust and agency accounts, managed assets$6,937,0002
Other Fiduciary Accounts$59,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,192,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,495,00034
Personal Trust and Agency Accounts$1,027,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$993,00016
Employee Benefit-defined Benefit Accounts$574,0008
Number non-managed other employee benefit and retirement-related accounts$306,00042
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$166,0009
Other Fiduciary Accounts$429,00016
Memoranda
Custody and Safekeeping Accounts$8,846,00021
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$594,00034
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$73,020,00014
Number of Managed Accounts$68,312,0006
Personal Trust and Agency Accounts$27,898,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$269,00012
Employee Benefit-defined Benefit Accounts$496,0003
Number of other employee benefit and retirement-related accounts$10,290,0007
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$22,405,0006
Number of foundation and endowment trust and agency accounts, managed assets$6,878,0002
Other Fiduciary Accounts$76,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$9,932,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$100,105,0002
Number of Non-Managed Accounts$4,708,00029
Personal Trust and Agency Accounts$1,042,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$976,00017
Employee Benefit-defined Benefit Accounts$564,0007
Number non-managed other employee benefit and retirement-related accounts$908,00024
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$170,00012
Other Fiduciary Accounts$1,048,0009
Memoranda
Custody and Safekeeping Accounts$7,688,00023
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$603,00040
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$72,369,00014
Number of Managed Accounts$67,699,0006
Personal Trust and Agency Accounts$28,424,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$688,0007
Employee Benefit-defined Benefit Accounts$509,0003
Number of other employee benefit and retirement-related accounts$9,927,0008
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$21,306,0008
Number of foundation and endowment trust and agency accounts, managed assets$6,845,0002
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$9,567,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,670,00027
Personal Trust and Agency Accounts$1,031,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,007,00017
Employee Benefit-defined Benefit Accounts$230,00015
Number non-managed other employee benefit and retirement-related accounts$1,621,00015
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$626,0006
Number (#) individual retirement, health savings, and other similar accounts$155,00011
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$7,970,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$597,00033
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$72,296,00014
Number of Managed Accounts$67,666,0006
Personal Trust and Agency Accounts$29,055,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$689,0007
Employee Benefit-defined Benefit Accounts$528,0003
Number of other employee benefit and retirement-related accounts$9,623,0007
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$20,866,0008
Number of foundation and endowment trust and agency accounts, managed assets$6,905,0002
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$9,244,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,630,00028
Personal Trust and Agency Accounts$1,050,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,011,00017
Employee Benefit-defined Benefit Accounts$236,00015
Number non-managed other employee benefit and retirement-related accounts$1,580,00017
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$624,0006
Number (#) individual retirement, health savings, and other similar accounts$129,00011
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$8,086,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$600,00034
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$72,730,00014
Number of Managed Accounts$68,088,0006
Personal Trust and Agency Accounts$29,797,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$705,0007
Employee Benefit-defined Benefit Accounts$549,0003
Number of other employee benefit and retirement-related accounts$9,504,0007
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$20,482,0008
Number of foundation and endowment trust and agency accounts, managed assets$7,051,0002
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$9,504,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,642,00028
Personal Trust and Agency Accounts$1,039,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,020,00017
Employee Benefit-defined Benefit Accounts$244,00016
Number non-managed other employee benefit and retirement-related accounts$1,589,00019
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$625,0006
Number (#) individual retirement, health savings, and other similar accounts$125,00011
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$8,045,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$602,00035
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$72,002,00014
Number of Managed Accounts$67,826,0005
Personal Trust and Agency Accounts$30,185,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$710,0007
Employee Benefit-defined Benefit Accounts$567,0003
Number of other employee benefit and retirement-related accounts$9,244,0007
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$19,991,0007
Number of foundation and endowment trust and agency accounts, managed assets$7,126,0002
Other Fiduciary Accounts$3,000132
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$9,244,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$75,795,0003
Number of Non-Managed Accounts$4,176,00030
Personal Trust and Agency Accounts$1,040,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,008,00017
Employee Benefit-defined Benefit Accounts$244,00016
Number non-managed other employee benefit and retirement-related accounts$1,263,00023
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$621,0006
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$8,562,00025
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$603,00041
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$82,442,00014
Number of Managed Accounts$78,117,0004
Personal Trust and Agency Accounts$37,460,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$675,0005
Employee Benefit-defined Benefit Accounts$734,0003
Number of other employee benefit and retirement-related accounts$10,281,0006
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$20,499,0007
Number of foundation and endowment trust and agency accounts, managed assets$8,465,0002
Other Fiduciary Accounts$3,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$9,771,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,325,00028
Personal Trust and Agency Accounts$1,008,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,196,00016
Employee Benefit-defined Benefit Accounts$239,00016
Number non-managed other employee benefit and retirement-related accounts$1,269,00019
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$613,0005
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$8,399,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$633,00033
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$81,605,00014
Number of Managed Accounts$77,234,0004
Personal Trust and Agency Accounts$37,474,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$684,0005
Employee Benefit-defined Benefit Accounts$743,0003
Number of other employee benefit and retirement-related accounts$9,876,0007
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$20,068,0007
Number of foundation and endowment trust and agency accounts, managed assets$8,386,0002
Other Fiduciary Accounts$3,00069
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$9,376,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,371,00029
Personal Trust and Agency Accounts$1,023,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,195,00017
Employee Benefit-defined Benefit Accounts$240,00016
Number non-managed other employee benefit and retirement-related accounts$1,290,00019
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$623,0005
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$8,428,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$633,00032
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$80,615,00014
Number of Managed Accounts$76,208,0004
Personal Trust and Agency Accounts$37,384,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$688,0005
Employee Benefit-defined Benefit Accounts$767,0003
Number of other employee benefit and retirement-related accounts$9,462,0006
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$19,587,0007
Number of foundation and endowment trust and agency accounts, managed assets$8,317,0003
Other Fiduciary Accounts$3,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$8,962,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,407,00030
Personal Trust and Agency Accounts$1,035,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,194,00018
Employee Benefit-defined Benefit Accounts$243,00015
Number non-managed other employee benefit and retirement-related accounts$1,301,00018
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$634,0005
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$8,478,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$631,00030
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$79,973,00012
Number of Managed Accounts$75,492,0004
Personal Trust and Agency Accounts$37,566,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$682,0006
Employee Benefit-defined Benefit Accounts$766,0003
Number of other employee benefit and retirement-related accounts$9,145,0006
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$19,055,0007
Number of foundation and endowment trust and agency accounts, managed assets$8,275,0002
Other Fiduciary Accounts$3,000126
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$8,443,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$77,919,0002
Number of Non-Managed Accounts$4,481,00029
Personal Trust and Agency Accounts$1,032,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,205,00018
Employee Benefit-defined Benefit Accounts$241,00014
Number non-managed other employee benefit and retirement-related accounts$1,368,00019
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$635,0005
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$9,091,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$628,00037
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$79,671,00011
Number of Managed Accounts$75,158,0004
Personal Trust and Agency Accounts$37,713,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$701,0006
Employee Benefit-defined Benefit Accounts$757,0003
Number of other employee benefit and retirement-related accounts$8,939,0006
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$18,744,0006
Number of foundation and endowment trust and agency accounts, managed assets$8,302,0002
Other Fiduciary Accounts$2,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$8,443,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,513,00027
Personal Trust and Agency Accounts$1,031,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,211,00017
Employee Benefit-defined Benefit Accounts$240,00014
Number non-managed other employee benefit and retirement-related accounts$1,382,00017
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$649,0003
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$9,741,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$628,00032
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$78,538,00011
Number of Managed Accounts$73,918,0004
Personal Trust and Agency Accounts$36,996,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$686,0005
Employee Benefit-defined Benefit Accounts$773,0003
Number of other employee benefit and retirement-related accounts$8,770,0006
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$18,374,0006
Number of foundation and endowment trust and agency accounts, managed assets$8,317,0002
Other Fiduciary Accounts$2,00078
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$8,281,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,620,00028
Personal Trust and Agency Accounts$1,071,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,237,00018
Employee Benefit-defined Benefit Accounts$261,00013
Number non-managed other employee benefit and retirement-related accounts$1,383,00016
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$668,0003
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$10,217,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$631,00030
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$78,108,00011
Number of Managed Accounts$73,480,0003
Personal Trust and Agency Accounts$37,133,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$707,0005
Employee Benefit-defined Benefit Accounts$799,0003
Number of other employee benefit and retirement-related accounts$8,665,0005
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$18,012,0006
Number of foundation and endowment trust and agency accounts, managed assets$8,162,0002
Other Fiduciary Accounts$2,00079
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$8,144,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,628,00029
Personal Trust and Agency Accounts$1,030,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,255,00018
Employee Benefit-defined Benefit Accounts$263,00014
Number non-managed other employee benefit and retirement-related accounts$1,404,00016
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$676,0003
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$10,486,00021
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$639,00029
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$77,737,00011
Number of Managed Accounts$73,075,0003
Personal Trust and Agency Accounts$37,328,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$703,0005
Employee Benefit-defined Benefit Accounts$770,0003
Number of other employee benefit and retirement-related accounts$8,456,0005
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$17,779,0005
Number of foundation and endowment trust and agency accounts, managed assets$8,036,0002
Other Fiduciary Accounts$3,000140
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,712,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$75,914,0003
Number of Non-Managed Accounts$4,662,00031
Personal Trust and Agency Accounts$996,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,281,00018
Employee Benefit-defined Benefit Accounts$263,00014
Number non-managed other employee benefit and retirement-related accounts$1,415,00019
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$707,0003
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$10,561,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$638,00035
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$77,832,00011
Number of Managed Accounts$72,865,0003
Personal Trust and Agency Accounts$37,550,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$708,0005
Employee Benefit-defined Benefit Accounts$784,0003
Number of other employee benefit and retirement-related accounts$8,194,0005
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$17,667,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,959,0002
Other Fiduciary Accounts$3,00071
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$7,712,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,967,00028
Personal Trust and Agency Accounts$992,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,541,00017
Employee Benefit-defined Benefit Accounts$292,00013
Number non-managed other employee benefit and retirement-related accounts$1,429,00016
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$713,0002
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$10,500,00021
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$638,00032
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$78,305,00011
Number of Managed Accounts$73,301,0003
Personal Trust and Agency Accounts$38,108,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$700,0005
Employee Benefit-defined Benefit Accounts$774,0003
Number of other employee benefit and retirement-related accounts$8,129,0005
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$17,606,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,981,0002
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$7,684,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,004,00030
Personal Trust and Agency Accounts$1,021,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,538,00019
Employee Benefit-defined Benefit Accounts$302,00014
Number non-managed other employee benefit and retirement-related accounts$1,414,00020
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$729,0002
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$10,591,00021
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$641,00031
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$79,796,00010
Number of Managed Accounts$73,632,0003
Personal Trust and Agency Accounts$38,784,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$630,0005
Employee Benefit-defined Benefit Accounts$685,0003
Number of other employee benefit and retirement-related accounts$8,024,0005
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$17,536,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,716,0002
Other Fiduciary Accounts$257,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,164,00029
Personal Trust and Agency Accounts$1,078,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,702,00018
Employee Benefit-defined Benefit Accounts$353,00013
Number non-managed other employee benefit and retirement-related accounts$1,138,00021
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$749,0003
Number (#) individual retirement, health savings, and other similar accounts$711,0002
Other Fiduciary Accounts$433,00011
Memoranda
Custody and Safekeeping Accounts$10,636,00021
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
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$82,037,00011
Number of Managed Accounts$74,372,0002
Personal Trust and Agency Accounts$41,853,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$644,0006
Employee Benefit-defined Benefit Accounts$715,0003
Number of other employee benefit and retirement-related accounts$7,989,0005
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$15,607,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,316,0002
Other Fiduciary Accounts$248,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$7,592,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$62,398,0002
Number of Non-Managed Accounts$7,665,00028
Personal Trust and Agency Accounts$1,576,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,863,00019
Employee Benefit-defined Benefit Accounts$357,00013
Number non-managed other employee benefit and retirement-related accounts$1,183,00025
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$844,0003
Number (#) individual retirement, health savings, and other similar accounts$866,0002
Other Fiduciary Accounts$976,0009
Memoranda
Custody and Safekeeping Accounts$10,443,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$669,00037
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$52,170,00015
Number of Managed Accounts$48,419,0007
Personal Trust and Agency Accounts$25,110,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$478,0009
Employee Benefit-defined Benefit Accounts$551,0004
Number of other employee benefit and retirement-related accounts$5,292,0007
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$11,543,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,445,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,751,00038
Personal Trust and Agency Accounts$1,619,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$921,00027
Employee Benefit-defined Benefit Accounts$114,00026
Number non-managed other employee benefit and retirement-related accounts$923,00021
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$174,00025
Memoranda
Custody and Safekeeping Accounts$8,218,00022
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,107,00016
Number of Managed Accounts$46,852,0007
Personal Trust and Agency Accounts$24,193,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$485,0009
Employee Benefit-defined Benefit Accounts$551,0005
Number of other employee benefit and retirement-related accounts$5,088,0008
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$11,195,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,340,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,255,00042
Personal Trust and Agency Accounts$1,098,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$934,00027
Employee Benefit-defined Benefit Accounts$116,00025
Number non-managed other employee benefit and retirement-related accounts$949,00019
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$158,00028
Memoranda
Custody and Safekeeping Accounts$7,995,00023
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,052,00015
Number of Managed Accounts$46,749,0007
Personal Trust and Agency Accounts$24,408,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$490,0009
Employee Benefit-defined Benefit Accounts$544,0005
Number of other employee benefit and retirement-related accounts$5,020,0008
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$11,039,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,248,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,303,00039
Personal Trust and Agency Accounts$1,111,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$912,00027
Employee Benefit-defined Benefit Accounts$124,00024
Number non-managed other employee benefit and retirement-related accounts$974,00019
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$182,00026
Memoranda
Custody and Safekeeping Accounts$8,132,00024
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,458,00016
Number of Managed Accounts$47,082,0007
Personal Trust and Agency Accounts$24,466,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$508,0009
Employee Benefit-defined Benefit Accounts$550,0005
Number of other employee benefit and retirement-related accounts$4,997,0008
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$11,122,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,439,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,376,00044
Personal Trust and Agency Accounts$1,126,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$936,00027
Employee Benefit-defined Benefit Accounts$117,00026
Number non-managed other employee benefit and retirement-related accounts$1,005,00028
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$192,00034
Memoranda
Custody and Safekeeping Accounts$8,088,00028
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$49,974,00015
Number of Managed Accounts$47,310,0006
Personal Trust and Agency Accounts$24,700,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$694,0005
Employee Benefit-defined Benefit Accounts$568,0004
Number of other employee benefit and retirement-related accounts$4,946,0007
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$11,007,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,395,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,664,00045
Personal Trust and Agency Accounts$517,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$820,00027
Employee Benefit-defined Benefit Accounts$124,00024
Number non-managed other employee benefit and retirement-related accounts$988,00022
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$215,00025
Memoranda
Custody and Safekeeping Accounts$10,035,00021
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$48,243,00016
Number of Managed Accounts$45,668,0006
Personal Trust and Agency Accounts$24,412,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$621,0008
Employee Benefit-defined Benefit Accounts$544,0004
Number of other employee benefit and retirement-related accounts$4,454,0005
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$10,341,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,296,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,575,00046
Personal Trust and Agency Accounts$515,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$780,00030
Employee Benefit-defined Benefit Accounts$137,00027
Number non-managed other employee benefit and retirement-related accounts$931,00024
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$212,00024
Memoranda
Custody and Safekeeping Accounts$9,883,00022
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$47,885,00015
Number of Managed Accounts$45,350,0006
Personal Trust and Agency Accounts$24,469,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$640,0006
Employee Benefit-defined Benefit Accounts$562,0003
Number of other employee benefit and retirement-related accounts$4,318,0005
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$10,102,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,259,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,535,00043
Personal Trust and Agency Accounts$519,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$759,00028
Employee Benefit-defined Benefit Accounts$119,00029
Number non-managed other employee benefit and retirement-related accounts$935,00023
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$203,00025
Memoranda
Custody and Safekeeping Accounts$8,219,00024
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$49,383,00015
Number of Managed Accounts$46,814,0006
Personal Trust and Agency Accounts$25,196,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$687,0007
Employee Benefit-defined Benefit Accounts$570,0003
Number of other employee benefit and retirement-related accounts$4,479,0005
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$10,504,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,378,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,569,00047
Personal Trust and Agency Accounts$550,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$783,00029
Employee Benefit-defined Benefit Accounts$124,00030
Number non-managed other employee benefit and retirement-related accounts$921,00028
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$191,00032
Memoranda
Custody and Safekeeping Accounts$8,177,00023
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,011,00015
Number of Managed Accounts$47,404,0006
Personal Trust and Agency Accounts$25,309,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$525,0007
Employee Benefit-defined Benefit Accounts$755,0002
Number of other employee benefit and retirement-related accounts$4,417,0006
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$11,055,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,343,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,607,00043
Personal Trust and Agency Accounts$632,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$799,00029
Employee Benefit-defined Benefit Accounts$116,00028
Number non-managed other employee benefit and retirement-related accounts$877,00021
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$183,00025
Memoranda
Custody and Safekeeping Accounts$6,543,00024
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,584,00015
Number of Managed Accounts$40,224,0006
Personal Trust and Agency Accounts$22,292,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$454,0009
Employee Benefit-defined Benefit Accounts$466,0004
Number of other employee benefit and retirement-related accounts$4,017,0007
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$8,865,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,130,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,360,00044
Personal Trust and Agency Accounts$595,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$784,00028
Employee Benefit-defined Benefit Accounts$114,00031
Number non-managed other employee benefit and retirement-related accounts$712,00024
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$155,00025
Memoranda
Custody and Safekeeping Accounts$3,779,00037
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,382,00016
Number of Managed Accounts$40,004,0007
Personal Trust and Agency Accounts$22,584,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$463,0009
Employee Benefit-defined Benefit Accounts$454,0005
Number of other employee benefit and retirement-related accounts$3,882,0006
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$8,587,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,034,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,378,00043
Personal Trust and Agency Accounts$609,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$810,00030
Employee Benefit-defined Benefit Accounts$116,00032
Number non-managed other employee benefit and retirement-related accounts$708,00025
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$135,00027
Memoranda
Custody and Safekeeping Accounts$3,737,00037
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,146,00016
Number of Managed Accounts$39,739,0007
Personal Trust and Agency Accounts$22,635,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$453,0009
Employee Benefit-defined Benefit Accounts$454,0005
Number of other employee benefit and retirement-related accounts$3,818,0006
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$8,420,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,959,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,407,00049
Personal Trust and Agency Accounts$610,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$844,00028
Employee Benefit-defined Benefit Accounts$129,00032
Number non-managed other employee benefit and retirement-related accounts$702,00035
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$122,00039
Memoranda
Custody and Safekeeping Accounts$3,732,00037
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,125,00016
Number of Managed Accounts$39,725,0006
Personal Trust and Agency Accounts$22,920,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$491,0008
Employee Benefit-defined Benefit Accounts$454,0004
Number of other employee benefit and retirement-related accounts$3,726,0006
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$8,202,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,932,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,400,00045
Personal Trust and Agency Accounts$607,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$865,00027
Employee Benefit-defined Benefit Accounts$137,00029
Number non-managed other employee benefit and retirement-related accounts$654,00027
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$137,00030
Memoranda
Custody and Safekeeping Accounts$3,774,00037
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,007,00017
Number of Managed Accounts$39,566,0006
Personal Trust and Agency Accounts$23,019,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$501,0008
Employee Benefit-defined Benefit Accounts$437,0004
Number of other employee benefit and retirement-related accounts$3,620,0006
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$8,110,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,879,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,441,00046
Personal Trust and Agency Accounts$612,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$904,00024
Employee Benefit-defined Benefit Accounts$128,00034
Number non-managed other employee benefit and retirement-related accounts$667,00025
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$130,00031
Memoranda
Custody and Safekeeping Accounts$3,775,00036
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$41,728,00018
Number of Managed Accounts$39,062,0006
Personal Trust and Agency Accounts$23,017,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$501,0008
Employee Benefit-defined Benefit Accounts$406,0006
Number of other employee benefit and retirement-related accounts$3,465,0006
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$7,876,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,797,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,666,00046
Personal Trust and Agency Accounts$701,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$966,00024
Employee Benefit-defined Benefit Accounts$149,00029
Number non-managed other employee benefit and retirement-related accounts$702,00024
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$148,00031
Memoranda
Custody and Safekeeping Accounts$3,866,00036
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$41,367,00019
Number of Managed Accounts$38,589,0007
Personal Trust and Agency Accounts$22,944,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$494,00010
Employee Benefit-defined Benefit Accounts$412,0005
Number of other employee benefit and retirement-related accounts$3,412,0005
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$7,598,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,729,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,778,00049
Personal Trust and Agency Accounts$743,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,039,00021
Employee Benefit-defined Benefit Accounts$150,00028
Number non-managed other employee benefit and retirement-related accounts$701,00034
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$145,00040
Memoranda
Custody and Safekeeping Accounts$3,878,00035
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$41,318,00016
Number of Managed Accounts$38,447,0006
Personal Trust and Agency Accounts$23,019,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$500,00011
Employee Benefit-defined Benefit Accounts$414,0006
Number of other employee benefit and retirement-related accounts$3,365,0006
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$7,440,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,709,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,871,00044
Personal Trust and Agency Accounts$772,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,067,00023
Employee Benefit-defined Benefit Accounts$160,00028
Number non-managed other employee benefit and retirement-related accounts$704,00023
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$168,00030
Memoranda
Custody and Safekeeping Accounts$3,846,00033
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$41,175,00017
Number of Managed Accounts$38,331,0007
Personal Trust and Agency Accounts$23,139,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$501,00011
Employee Benefit-defined Benefit Accounts$411,0005
Number of other employee benefit and retirement-related accounts$3,311,0006
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$7,288,00012
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,681,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,844,00045
Personal Trust and Agency Accounts$818,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$997,00027
Employee Benefit-defined Benefit Accounts$145,00028
Number non-managed other employee benefit and retirement-related accounts$720,00023
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$164,00030
Memoranda
Custody and Safekeeping Accounts$3,929,00032
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,316,00018
Number of Managed Accounts$36,886,0008
Personal Trust and Agency Accounts$22,165,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$493,00012
Employee Benefit-defined Benefit Accounts$375,0006
Number of other employee benefit and retirement-related accounts$3,211,0006
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$7,121,00013
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,521,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,430,00050
Personal Trust and Agency Accounts$762,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$906,00032
Employee Benefit-defined Benefit Accounts$80,00045
Number non-managed other employee benefit and retirement-related accounts$675,00024
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$7,00086
Memoranda
Custody and Safekeeping Accounts$3,508,00033
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,060,00019
Number of Managed Accounts$36,527,0008
Personal Trust and Agency Accounts$22,084,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$479,00013
Employee Benefit-defined Benefit Accounts$383,0007
Number of other employee benefit and retirement-related accounts$3,173,0006
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$6,979,00013
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,429,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,533,00055
Personal Trust and Agency Accounts$799,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$954,00032
Employee Benefit-defined Benefit Accounts$83,00048
Number non-managed other employee benefit and retirement-related accounts$690,00036
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$7,000162
Memoranda
Custody and Safekeeping Accounts$3,500,00034
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$38,612,00019
Number of Managed Accounts$36,078,00010
Personal Trust and Agency Accounts$22,053,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$471,00013
Employee Benefit-defined Benefit Accounts$378,0007
Number of other employee benefit and retirement-related accounts$3,096,0007
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$6,794,00014
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,286,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,534,00049
Personal Trust and Agency Accounts$786,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,002,00030
Employee Benefit-defined Benefit Accounts$76,00042
Number non-managed other employee benefit and retirement-related accounts$663,00027
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$7,00085
Memoranda
Custody and Safekeeping Accounts$3,442,00034
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$38,983,00019
Number of Managed Accounts$36,485,00010
Personal Trust and Agency Accounts$22,296,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$495,00013
Employee Benefit-defined Benefit Accounts$385,0006
Number of other employee benefit and retirement-related accounts$3,108,0007
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$6,988,00014
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,213,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,498,00049
Personal Trust and Agency Accounts$768,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,041,00030
Employee Benefit-defined Benefit Accounts$83,00043
Number non-managed other employee benefit and retirement-related accounts$598,00033
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$8,00085
Memoranda
Custody and Safekeeping Accounts$3,147,00034
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,299,00018
Number of Managed Accounts$36,753,0009
Personal Trust and Agency Accounts$22,792,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$508,00012
Employee Benefit-defined Benefit Accounts$381,0006
Number of other employee benefit and retirement-related accounts$3,057,0008
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$6,844,00013
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,171,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,546,00050
Personal Trust and Agency Accounts$758,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,077,00029
Employee Benefit-defined Benefit Accounts$90,00042
Number non-managed other employee benefit and retirement-related accounts$613,00035
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$8,00086
Memoranda
Custody and Safekeeping Accounts$3,193,00034
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$38,256,00019
Number of Managed Accounts$35,697,0008
Personal Trust and Agency Accounts$22,413,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$457,00017
Employee Benefit-defined Benefit Accounts$351,0008
Number of other employee benefit and retirement-related accounts$2,905,0008
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$6,543,00013
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,028,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,559,00054
Personal Trust and Agency Accounts$741,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,139,00028
Employee Benefit-defined Benefit Accounts$82,00046
Number non-managed other employee benefit and retirement-related accounts$588,00047
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$9,000143
Memoranda
Custody and Safekeeping Accounts$3,207,00038
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$38,900,00019
Number of Managed Accounts$36,230,0007
Personal Trust and Agency Accounts$23,022,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$466,00019
Employee Benefit-defined Benefit Accounts$359,0009
Number of other employee benefit and retirement-related accounts$2,889,0006
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$6,480,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,014,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,670,00055
Personal Trust and Agency Accounts$743,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,231,00026
Employee Benefit-defined Benefit Accounts$88,00041
Number non-managed other employee benefit and retirement-related accounts$598,00037
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$10,00095
Memoranda
Custody and Safekeeping Accounts$3,280,00034
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,193,00019
Number of Managed Accounts$36,416,0007
Personal Trust and Agency Accounts$23,284,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$501,00016
Employee Benefit-defined Benefit Accounts$363,00011
Number of other employee benefit and retirement-related accounts$2,838,0006
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$6,405,00012
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,025,0001
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,777,00057
Personal Trust and Agency Accounts$729,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,350,00024
Employee Benefit-defined Benefit Accounts$90,00043
Number non-managed other employee benefit and retirement-related accounts$598,00040
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$10,00096
Memoranda
Custody and Safekeeping Accounts$3,343,00033
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$39,943,00019
Number of Managed Accounts$36,863,0008
Personal Trust and Agency Accounts$23,622,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$544,00018
Employee Benefit-defined Benefit Accounts$378,0009
Number of other employee benefit and retirement-related accounts$2,799,0006
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$6,481,00011
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,039,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,080,00052
Personal Trust and Agency Accounts$627,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,454,00024
Employee Benefit-defined Benefit Accounts$96,00040
Number non-managed other employee benefit and retirement-related accounts$613,00037
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$290,00022
Memoranda
Custody and Safekeeping Accounts$3,217,00035
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$40,332,00017
Number of Managed Accounts$37,040,0008
Personal Trust and Agency Accounts$23,791,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$574,00018
Employee Benefit-defined Benefit Accounts$397,00010
Number of other employee benefit and retirement-related accounts$2,779,0007
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$6,431,00012
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,068,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,292,00051
Personal Trust and Agency Accounts$643,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,504,00027
Employee Benefit-defined Benefit Accounts$90,00051
Number non-managed other employee benefit and retirement-related accounts$759,00041
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$296,00025
Memoranda
Custody and Safekeeping Accounts$3,283,00036
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$42,017,00015
Number of Managed Accounts$38,202,0008
Personal Trust and Agency Accounts$25,249,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$840,0008
Employee Benefit-defined Benefit Accounts$469,0007
Number of other employee benefit and retirement-related accounts$2,659,0006
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$5,882,00014
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,103,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,815,00043
Personal Trust and Agency Accounts$687,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,735,00020
Employee Benefit-defined Benefit Accounts$79,00054
Number non-managed other employee benefit and retirement-related accounts$1,088,00030
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$226,00027
Memoranda
Custody and Safekeeping Accounts$3,947,00023
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA