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Regions Bank, Number of Fiduciary and Related Asset Accounts

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$28,875,00023
Number of Managed Accounts$18,715,00017
Personal Trust and Agency Accounts$6,459,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$357,00010
Employee Benefit-defined Benefit Accounts$31,00026
Number of other employee benefit and retirement-related accounts$4,487,00018
Corporate Trust and Agency Accounts$7,00027
Number of managed investment management and investment advisory agency accounts$6,404,00020
Number of foundation and endowment trust and agency accounts, managed assets$918,00012
Other Fiduciary Accounts$52,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,194,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,160,00020
Personal Trust and Agency Accounts$2,121,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00029
Employee Benefit-defined Benefit Accounts$98,00019
Number non-managed other employee benefit and retirement-related accounts$587,00016
Corporate Trust and Agency Accounts$6,880,00010
Number of investment management and advisory agency accounts, non-managed assets$121,00017
Number (#) individual retirement, health savings, and other similar accounts$22,00019
Other Fiduciary Accounts$109,00020
Memoranda
Custody and Safekeeping Accounts$2,140,00039
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$565,00030
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$28,983,00022
Number of Managed Accounts$18,580,00017
Personal Trust and Agency Accounts$6,523,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$344,00010
Employee Benefit-defined Benefit Accounts$32,00027
Number of other employee benefit and retirement-related accounts$4,400,00018
Corporate Trust and Agency Accounts$7,00049
Number of managed investment management and investment advisory agency accounts$6,354,00020
Number of foundation and endowment trust and agency accounts, managed assets$871,00012
Other Fiduciary Accounts$49,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,102,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$10,403,00019
Personal Trust and Agency Accounts$2,262,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00027
Employee Benefit-defined Benefit Accounts$98,00020
Number non-managed other employee benefit and retirement-related accounts$588,00020
Corporate Trust and Agency Accounts$6,973,00010
Number of investment management and advisory agency accounts, non-managed assets$129,00016
Number (#) individual retirement, health savings, and other similar accounts$25,00020
Other Fiduciary Accounts$102,00024
Memoranda
Custody and Safekeeping Accounts$2,151,00041
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$571,00036
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$28,863,00023
Number of Managed Accounts$18,597,00017
Personal Trust and Agency Accounts$6,680,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$359,0009
Employee Benefit-defined Benefit Accounts$34,00025
Number of other employee benefit and retirement-related accounts$4,344,00019
Corporate Trust and Agency Accounts$7,00024
Number of managed investment management and investment advisory agency accounts$6,255,00020
Number of foundation and endowment trust and agency accounts, managed assets$873,00011
Other Fiduciary Accounts$45,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,039,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,266,00019
Personal Trust and Agency Accounts$2,272,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$234,00026
Employee Benefit-defined Benefit Accounts$104,00020
Number non-managed other employee benefit and retirement-related accounts$605,00017
Corporate Trust and Agency Accounts$6,786,00010
Number of investment management and advisory agency accounts, non-managed assets$138,00017
Number (#) individual retirement, health savings, and other similar accounts$26,00018
Other Fiduciary Accounts$101,00023
Memoranda
Custody and Safekeeping Accounts$2,158,00036
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$587,00028
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$28,561,00024
Number of Managed Accounts$18,473,00017
Personal Trust and Agency Accounts$6,740,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$375,0007
Employee Benefit-defined Benefit Accounts$35,00024
Number of other employee benefit and retirement-related accounts$4,268,00019
Corporate Trust and Agency Accounts$5,00032
Number of managed investment management and investment advisory agency accounts$6,144,00020
Number of foundation and endowment trust and agency accounts, managed assets$864,00011
Other Fiduciary Accounts$42,00021
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,957,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,088,00020
Personal Trust and Agency Accounts$2,314,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$243,00027
Employee Benefit-defined Benefit Accounts$113,00018
Number non-managed other employee benefit and retirement-related accounts$639,00019
Corporate Trust and Agency Accounts$6,504,00010
Number of investment management and advisory agency accounts, non-managed assets$146,00015
Number (#) individual retirement, health savings, and other similar accounts$27,00019
Other Fiduciary Accounts$102,00023
Memoranda
Custody and Safekeeping Accounts$2,156,00039
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$621,00033
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$28,975,00024
Number of Managed Accounts$18,315,00017
Personal Trust and Agency Accounts$6,764,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$393,0006
Employee Benefit-defined Benefit Accounts$39,00023
Number of other employee benefit and retirement-related accounts$4,208,00018
Corporate Trust and Agency Accounts$6,00026
Number of managed investment management and investment advisory agency accounts$5,989,00020
Number of foundation and endowment trust and agency accounts, managed assets$868,00011
Other Fiduciary Accounts$48,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,893,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,660,00020
Personal Trust and Agency Accounts$2,357,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$260,00026
Employee Benefit-defined Benefit Accounts$129,00016
Number non-managed other employee benefit and retirement-related accounts$648,00018
Corporate Trust and Agency Accounts$6,950,0009
Number of investment management and advisory agency accounts, non-managed assets$149,00015
Number (#) individual retirement, health savings, and other similar accounts$34,00018
Other Fiduciary Accounts$133,00018
Memoranda
Custody and Safekeeping Accounts$2,170,00038
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$628,00030
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$28,871,00024
Number of Managed Accounts$18,247,00018
Personal Trust and Agency Accounts$6,849,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$393,0006
Employee Benefit-defined Benefit Accounts$40,00025
Number of other employee benefit and retirement-related accounts$4,160,00018
Corporate Trust and Agency Accounts$10,00043
Number of managed investment management and investment advisory agency accounts$5,882,00021
Number of foundation and endowment trust and agency accounts, managed assets$865,00011
Other Fiduciary Accounts$48,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,831,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$12,00040
Number of Non-Managed Accounts$10,624,00020
Personal Trust and Agency Accounts$2,344,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$276,00027
Employee Benefit-defined Benefit Accounts$134,00016
Number non-managed other employee benefit and retirement-related accounts$670,00020
Corporate Trust and Agency Accounts$6,887,0009
Number of investment management and advisory agency accounts, non-managed assets$151,00015
Number (#) individual retirement, health savings, and other similar accounts$30,00019
Other Fiduciary Accounts$132,00021
Memoranda
Custody and Safekeeping Accounts$2,169,00040
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$644,00035
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$28,848,00025
Number of Managed Accounts$18,210,00018
Personal Trust and Agency Accounts$6,933,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$397,0006
Employee Benefit-defined Benefit Accounts$40,00026
Number of other employee benefit and retirement-related accounts$4,096,00018
Corporate Trust and Agency Accounts$10,00022
Number of managed investment management and investment advisory agency accounts$5,827,00021
Number of foundation and endowment trust and agency accounts, managed assets$860,00011
Other Fiduciary Accounts$47,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,764,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,638,00020
Personal Trust and Agency Accounts$2,398,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00028
Employee Benefit-defined Benefit Accounts$144,00015
Number non-managed other employee benefit and retirement-related accounts$677,00019
Corporate Trust and Agency Accounts$6,819,0009
Number of investment management and advisory agency accounts, non-managed assets$155,00015
Number (#) individual retirement, health savings, and other similar accounts$33,00019
Other Fiduciary Accounts$133,00018
Memoranda
Custody and Safekeeping Accounts$2,115,00036
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$653,00031
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$29,176,00024
Number of Managed Accounts$18,482,00017
Personal Trust and Agency Accounts$7,017,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$406,0005
Employee Benefit-defined Benefit Accounts$46,00024
Number of other employee benefit and retirement-related accounts$4,092,00018
Corporate Trust and Agency Accounts$10,00025
Number of managed investment management and investment advisory agency accounts$6,000,00021
Number of foundation and endowment trust and agency accounts, managed assets$865,00010
Other Fiduciary Accounts$46,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,712,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,694,00020
Personal Trust and Agency Accounts$2,501,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$278,00028
Employee Benefit-defined Benefit Accounts$149,00014
Number non-managed other employee benefit and retirement-related accounts$700,00019
Corporate Trust and Agency Accounts$6,737,0009
Number of investment management and advisory agency accounts, non-managed assets$166,00016
Number (#) individual retirement, health savings, and other similar accounts$32,00020
Other Fiduciary Accounts$131,00018
Memoranda
Custody and Safekeeping Accounts$1,865,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$670,00034
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$29,482,00024
Number of Managed Accounts$18,614,00017
Personal Trust and Agency Accounts$7,109,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$423,0005
Employee Benefit-defined Benefit Accounts$43,00024
Number of other employee benefit and retirement-related accounts$4,078,00018
Corporate Trust and Agency Accounts$10,00022
Number of managed investment management and investment advisory agency accounts$6,044,00021
Number of foundation and endowment trust and agency accounts, managed assets$861,00010
Other Fiduciary Accounts$46,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,755,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,868,00020
Personal Trust and Agency Accounts$2,494,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$300,00024
Employee Benefit-defined Benefit Accounts$158,00014
Number non-managed other employee benefit and retirement-related accounts$739,00017
Corporate Trust and Agency Accounts$6,858,0009
Number of investment management and advisory agency accounts, non-managed assets$158,00016
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$131,00019
Memoranda
Custody and Safekeeping Accounts$1,882,00040
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$739,00030
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$29,286,00025
Number of Managed Accounts$18,522,00017
Personal Trust and Agency Accounts$7,196,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$427,0006
Employee Benefit-defined Benefit Accounts$43,00025
Number of other employee benefit and retirement-related accounts$4,002,00018
Corporate Trust and Agency Accounts$10,00046
Number of managed investment management and investment advisory agency accounts$5,934,00021
Number of foundation and endowment trust and agency accounts, managed assets$865,00011
Other Fiduciary Accounts$45,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,610,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$23,00041
Number of Non-Managed Accounts$10,764,00020
Personal Trust and Agency Accounts$2,471,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$297,00024
Employee Benefit-defined Benefit Accounts$173,00012
Number non-managed other employee benefit and retirement-related accounts$737,00019
Corporate Trust and Agency Accounts$6,753,0009
Number of investment management and advisory agency accounts, non-managed assets$173,00016
Number (#) individual retirement, health savings, and other similar accounts$30,00020
Other Fiduciary Accounts$130,00021
Memoranda
Custody and Safekeeping Accounts$1,894,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$704,00034
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$29,178,00023
Number of Managed Accounts$18,507,00017
Personal Trust and Agency Accounts$7,362,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$444,0005
Employee Benefit-defined Benefit Accounts$44,00026
Number of other employee benefit and retirement-related accounts$3,920,00018
Corporate Trust and Agency Accounts$9,00025
Number of managed investment management and investment advisory agency accounts$5,820,00021
Number of foundation and endowment trust and agency accounts, managed assets$859,00012
Other Fiduciary Accounts$49,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,523,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,671,00020
Personal Trust and Agency Accounts$2,427,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00025
Employee Benefit-defined Benefit Accounts$178,00011
Number non-managed other employee benefit and retirement-related accounts$757,00017
Corporate Trust and Agency Accounts$6,682,0009
Number of investment management and advisory agency accounts, non-managed assets$165,00016
Number (#) individual retirement, health savings, and other similar accounts$30,00019
Other Fiduciary Accounts$130,00018
Memoranda
Custody and Safekeeping Accounts$2,015,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$727,00028
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$29,170,00023
Number of Managed Accounts$18,518,00017
Personal Trust and Agency Accounts$7,488,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$448,0005
Employee Benefit-defined Benefit Accounts$42,00026
Number of other employee benefit and retirement-related accounts$3,934,00018
Corporate Trust and Agency Accounts$7,00032
Number of managed investment management and investment advisory agency accounts$5,699,00021
Number of foundation and endowment trust and agency accounts, managed assets$860,00011
Other Fiduciary Accounts$40,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,486,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,652,00020
Personal Trust and Agency Accounts$2,460,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00025
Employee Benefit-defined Benefit Accounts$167,00012
Number non-managed other employee benefit and retirement-related accounts$800,00017
Corporate Trust and Agency Accounts$6,625,0009
Number of investment management and advisory agency accounts, non-managed assets$176,00017
Number (#) individual retirement, health savings, and other similar accounts$25,00025
Other Fiduciary Accounts$105,00020
Memoranda
Custody and Safekeeping Accounts$2,047,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$755,00029
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$29,234,00023
Number of Managed Accounts$18,515,00017
Personal Trust and Agency Accounts$7,583,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$457,0007
Employee Benefit-defined Benefit Accounts$42,00026
Number of other employee benefit and retirement-related accounts$3,898,00018
Corporate Trust and Agency Accounts$7,00030
Number of managed investment management and investment advisory agency accounts$5,640,00022
Number of foundation and endowment trust and agency accounts, managed assets$849,00011
Other Fiduciary Accounts$39,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,429,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,719,00020
Personal Trust and Agency Accounts$2,469,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$309,00022
Employee Benefit-defined Benefit Accounts$178,00012
Number non-managed other employee benefit and retirement-related accounts$801,00018
Corporate Trust and Agency Accounts$6,656,0009
Number of investment management and advisory agency accounts, non-managed assets$177,00016
Number (#) individual retirement, health savings, and other similar accounts$25,00026
Other Fiduciary Accounts$104,00022
Memoranda
Custody and Safekeeping Accounts$2,035,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$763,00028
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$29,277,00023
Number of Managed Accounts$18,625,00018
Personal Trust and Agency Accounts$7,699,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$466,0006
Employee Benefit-defined Benefit Accounts$44,00027
Number of other employee benefit and retirement-related accounts$3,912,00017
Corporate Trust and Agency Accounts$7,00053
Number of managed investment management and investment advisory agency accounts$5,601,00023
Number of foundation and endowment trust and agency accounts, managed assets$860,00012
Other Fiduciary Accounts$36,00024
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,399,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$10,652,00019
Personal Trust and Agency Accounts$2,443,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$309,00024
Employee Benefit-defined Benefit Accounts$182,00011
Number non-managed other employee benefit and retirement-related accounts$824,00018
Corporate Trust and Agency Accounts$6,587,0009
Number of investment management and advisory agency accounts, non-managed assets$175,00016
Number (#) individual retirement, health savings, and other similar accounts$26,00023
Other Fiduciary Accounts$106,00026
Memoranda
Custody and Safekeeping Accounts$2,019,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$966,00027
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$33,265,00021
Number of Managed Accounts$19,279,00017
Personal Trust and Agency Accounts$8,032,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$500,0005
Employee Benefit-defined Benefit Accounts$46,00023
Number of other employee benefit and retirement-related accounts$3,980,00018
Corporate Trust and Agency Accounts$8,00031
Number of managed investment management and investment advisory agency accounts$5,800,00020
Number of foundation and endowment trust and agency accounts, managed assets$873,00012
Other Fiduciary Accounts$40,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,416,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,986,00018
Personal Trust and Agency Accounts$2,837,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$373,00021
Employee Benefit-defined Benefit Accounts$214,00011
Number non-managed other employee benefit and retirement-related accounts$1,207,00014
Corporate Trust and Agency Accounts$9,071,0009
Number of investment management and advisory agency accounts, non-managed assets$145,00018
Number (#) individual retirement, health savings, and other similar accounts$29,00022
Other Fiduciary Accounts$110,00022
Memoranda
Custody and Safekeeping Accounts$2,554,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,145,00024
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$33,602,00019
Number of Managed Accounts$19,119,00017
Personal Trust and Agency Accounts$8,148,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$488,0006
Employee Benefit-defined Benefit Accounts$47,00024
Number of other employee benefit and retirement-related accounts$3,912,00018
Corporate Trust and Agency Accounts$5,00037
Number of managed investment management and investment advisory agency accounts$5,606,00021
Number of foundation and endowment trust and agency accounts, managed assets$876,00012
Other Fiduciary Accounts$37,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,380,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,483,00017
Personal Trust and Agency Accounts$2,851,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$391,00021
Employee Benefit-defined Benefit Accounts$210,00011
Number non-managed other employee benefit and retirement-related accounts$1,385,00012
Corporate Trust and Agency Accounts$9,187,0009
Number of investment management and advisory agency accounts, non-managed assets$319,00011
Number (#) individual retirement, health savings, and other similar accounts$30,00021
Other Fiduciary Accounts$110,00022
Memoranda
Custody and Safekeeping Accounts$2,549,00033
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,263,00023
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$33,338,00020
Number of Managed Accounts$18,924,00017
Personal Trust and Agency Accounts$8,179,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$502,0005
Employee Benefit-defined Benefit Accounts$47,00023
Number of other employee benefit and retirement-related accounts$3,845,00018
Corporate Trust and Agency Accounts$5,00037
Number of managed investment management and investment advisory agency accounts$5,455,00023
Number of foundation and endowment trust and agency accounts, managed assets$855,00012
Other Fiduciary Accounts$36,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,300,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,414,00018
Personal Trust and Agency Accounts$2,862,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$410,00021
Employee Benefit-defined Benefit Accounts$211,00011
Number non-managed other employee benefit and retirement-related accounts$1,576,00012
Corporate Trust and Agency Accounts$9,083,00010
Number of investment management and advisory agency accounts, non-managed assets$130,00021
Number (#) individual retirement, health savings, and other similar accounts$30,00021
Other Fiduciary Accounts$112,00022
Memoranda
Custody and Safekeeping Accounts$2,527,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,267,00023
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$33,296,00020
Number of Managed Accounts$18,761,00017
Personal Trust and Agency Accounts$8,205,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$532,0005
Employee Benefit-defined Benefit Accounts$48,00024
Number of other employee benefit and retirement-related accounts$3,756,00018
Corporate Trust and Agency Accounts$4,00075
Number of managed investment management and investment advisory agency accounts$5,325,00024
Number of foundation and endowment trust and agency accounts, managed assets$854,00013
Other Fiduciary Accounts$37,00023
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,207,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$14,535,00018
Personal Trust and Agency Accounts$2,839,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$419,00021
Employee Benefit-defined Benefit Accounts$212,00011
Number non-managed other employee benefit and retirement-related accounts$1,580,00012
Corporate Trust and Agency Accounts$9,213,00010
Number of investment management and advisory agency accounts, non-managed assets$130,00021
Number (#) individual retirement, health savings, and other similar accounts$28,00021
Other Fiduciary Accounts$114,00025
Memoranda
Custody and Safekeeping Accounts$2,513,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,271,00023
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$29,753,00022
Number of Managed Accounts$18,028,00018
Personal Trust and Agency Accounts$8,316,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$518,0006
Employee Benefit-defined Benefit Accounts$45,00025
Number of other employee benefit and retirement-related accounts$3,546,00020
Corporate Trust and Agency Accounts$2,00055
Number of managed investment management and investment advisory agency accounts$4,799,00025
Number of foundation and endowment trust and agency accounts, managed assets$773,00014
Other Fiduciary Accounts$29,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,021,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,725,00018
Personal Trust and Agency Accounts$2,671,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$382,00021
Employee Benefit-defined Benefit Accounts$191,00011
Number non-managed other employee benefit and retirement-related accounts$1,430,00013
Corporate Trust and Agency Accounts$6,744,00010
Number of investment management and advisory agency accounts, non-managed assets$176,00015
Number (#) individual retirement, health savings, and other similar accounts$22,00029
Other Fiduciary Accounts$109,00022
Memoranda
Custody and Safekeeping Accounts$2,324,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,147,00025
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$29,690,00022
Number of Managed Accounts$17,873,00016
Personal Trust and Agency Accounts$8,411,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$533,0005
Employee Benefit-defined Benefit Accounts$45,00025
Number of other employee benefit and retirement-related accounts$3,405,00020
Corporate Trust and Agency Accounts$3,00055
Number of managed investment management and investment advisory agency accounts$4,665,00024
Number of foundation and endowment trust and agency accounts, managed assets$780,00013
Other Fiduciary Accounts$31,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,961,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,817,00018
Personal Trust and Agency Accounts$2,689,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$396,00021
Employee Benefit-defined Benefit Accounts$191,00011
Number non-managed other employee benefit and retirement-related accounts$1,519,00013
Corporate Trust and Agency Accounts$6,696,00010
Number of investment management and advisory agency accounts, non-managed assets$190,00012
Number (#) individual retirement, health savings, and other similar accounts$23,00026
Other Fiduciary Accounts$113,00022
Memoranda
Custody and Safekeeping Accounts$2,305,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,196,00025
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$29,687,00022
Number of Managed Accounts$17,970,00016
Personal Trust and Agency Accounts$8,562,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$548,0004
Employee Benefit-defined Benefit Accounts$48,00024
Number of other employee benefit and retirement-related accounts$3,418,00020
Corporate Trust and Agency Accounts$3,00056
Number of managed investment management and investment advisory agency accounts$4,579,00024
Number of foundation and endowment trust and agency accounts, managed assets$782,00014
Other Fiduciary Accounts$30,00025
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,920,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,717,00018
Personal Trust and Agency Accounts$2,708,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$413,00022
Employee Benefit-defined Benefit Accounts$190,00011
Number non-managed other employee benefit and retirement-related accounts$1,452,00012
Corporate Trust and Agency Accounts$6,627,00010
Number of investment management and advisory agency accounts, non-managed assets$189,00012
Number (#) individual retirement, health savings, and other similar accounts$27,00023
Other Fiduciary Accounts$111,00022
Memoranda
Custody and Safekeeping Accounts$2,304,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,203,00024
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$29,860,00022
Number of Managed Accounts$17,934,00016
Personal Trust and Agency Accounts$8,706,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$569,0004
Employee Benefit-defined Benefit Accounts$47,00027
Number of other employee benefit and retirement-related accounts$3,322,00020
Corporate Trust and Agency Accounts$3,00093
Number of managed investment management and investment advisory agency accounts$4,477,00023
Number of foundation and endowment trust and agency accounts, managed assets$779,00014
Other Fiduciary Accounts$31,00033
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,830,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$11,926,00018
Personal Trust and Agency Accounts$2,700,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$455,00020
Employee Benefit-defined Benefit Accounts$193,00012
Number non-managed other employee benefit and retirement-related accounts$1,442,00013
Corporate Trust and Agency Accounts$6,814,00010
Number of investment management and advisory agency accounts, non-managed assets$187,00014
Number (#) individual retirement, health savings, and other similar accounts$26,00025
Other Fiduciary Accounts$109,00028
Memoranda
Custody and Safekeeping Accounts$2,290,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,201,00024
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$29,469,00022
Number of Managed Accounts$17,803,00016
Personal Trust and Agency Accounts$8,834,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$559,0004
Employee Benefit-defined Benefit Accounts$50,00025
Number of other employee benefit and retirement-related accounts$3,193,00019
Corporate Trust and Agency Accounts$19,00024
Number of managed investment management and investment advisory agency accounts$4,344,00023
Number of foundation and endowment trust and agency accounts, managed assets$776,00014
Other Fiduciary Accounts$28,00030
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,710,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,666,00017
Personal Trust and Agency Accounts$2,705,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$474,00019
Employee Benefit-defined Benefit Accounts$177,00015
Number non-managed other employee benefit and retirement-related accounts$1,468,00013
Corporate Trust and Agency Accounts$6,501,00010
Number of investment management and advisory agency accounts, non-managed assets$202,00012
Number (#) individual retirement, health savings, and other similar accounts$26,00025
Other Fiduciary Accounts$113,00021
Memoranda
Custody and Safekeeping Accounts$2,296,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,233,00024
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$29,490,00021
Number of Managed Accounts$17,813,00016
Personal Trust and Agency Accounts$8,960,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$553,0004
Employee Benefit-defined Benefit Accounts$54,00024
Number of other employee benefit and retirement-related accounts$3,117,00019
Corporate Trust and Agency Accounts$36,00019
Number of managed investment management and investment advisory agency accounts$4,289,00021
Number of foundation and endowment trust and agency accounts, managed assets$781,00014
Other Fiduciary Accounts$23,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,427,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,677,00017
Personal Trust and Agency Accounts$2,746,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$491,00018
Employee Benefit-defined Benefit Accounts$179,00014
Number non-managed other employee benefit and retirement-related accounts$1,485,00013
Corporate Trust and Agency Accounts$6,432,00010
Number of investment management and advisory agency accounts, non-managed assets$204,00012
Number (#) individual retirement, health savings, and other similar accounts$25,00025
Other Fiduciary Accounts$115,00021
Memoranda
Custody and Safekeeping Accounts$2,288,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,226,00024
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$29,403,00022
Number of Managed Accounts$17,757,00016
Personal Trust and Agency Accounts$9,109,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$538,0004
Employee Benefit-defined Benefit Accounts$56,00023
Number of other employee benefit and retirement-related accounts$3,044,00018
Corporate Trust and Agency Accounts$34,00017
Number of managed investment management and investment advisory agency accounts$4,168,00021
Number of foundation and endowment trust and agency accounts, managed assets$784,00014
Other Fiduciary Accounts$24,00033
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,346,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,646,00017
Personal Trust and Agency Accounts$2,732,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$508,00019
Employee Benefit-defined Benefit Accounts$181,00015
Number non-managed other employee benefit and retirement-related accounts$1,496,00013
Corporate Trust and Agency Accounts$6,376,00010
Number of investment management and advisory agency accounts, non-managed assets$212,00012
Number (#) individual retirement, health savings, and other similar accounts$25,00026
Other Fiduciary Accounts$116,00021
Memoranda
Custody and Safekeeping Accounts$2,252,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,251,00026
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$29,106,00021
Number of Managed Accounts$17,789,00017
Personal Trust and Agency Accounts$9,231,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$539,0004
Employee Benefit-defined Benefit Accounts$56,00027
Number of other employee benefit and retirement-related accounts$3,003,00017
Corporate Trust and Agency Accounts$28,00029
Number of managed investment management and investment advisory agency accounts$4,124,00021
Number of foundation and endowment trust and agency accounts, managed assets$784,00014
Other Fiduciary Accounts$24,00038
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,297,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$11,317,00016
Personal Trust and Agency Accounts$2,412,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$528,00020
Employee Benefit-defined Benefit Accounts$179,00016
Number non-managed other employee benefit and retirement-related accounts$1,514,00012
Corporate Trust and Agency Accounts$6,324,00010
Number of investment management and advisory agency accounts, non-managed assets$219,00012
Number (#) individual retirement, health savings, and other similar accounts$26,00022
Other Fiduciary Accounts$115,00025
Memoranda
Custody and Safekeeping Accounts$2,228,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,269,00024
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$28,570,00021
Number of Managed Accounts$17,759,00017
Personal Trust and Agency Accounts$9,330,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$544,0005
Employee Benefit-defined Benefit Accounts$59,00022
Number of other employee benefit and retirement-related accounts$2,908,00017
Corporate Trust and Agency Accounts$28,00022
Number of managed investment management and investment advisory agency accounts$4,071,00021
Number of foundation and endowment trust and agency accounts, managed assets$798,00013
Other Fiduciary Accounts$21,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,233,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,811,00016
Personal Trust and Agency Accounts$1,921,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$551,00018
Employee Benefit-defined Benefit Accounts$180,00016
Number non-managed other employee benefit and retirement-related accounts$1,491,00012
Corporate Trust and Agency Accounts$6,315,00010
Number of investment management and advisory agency accounts, non-managed assets$211,00011
Number (#) individual retirement, health savings, and other similar accounts$27,00022
Other Fiduciary Accounts$115,00022
Memoranda
Custody and Safekeeping Accounts$2,246,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,287,00024
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$28,252,00021
Number of Managed Accounts$17,732,00018
Personal Trust and Agency Accounts$9,465,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$601,0005
Employee Benefit-defined Benefit Accounts$60,00023
Number of other employee benefit and retirement-related accounts$2,797,00018
Corporate Trust and Agency Accounts$24,00023
Number of managed investment management and investment advisory agency accounts$3,961,00020
Number of foundation and endowment trust and agency accounts, managed assets$803,00013
Other Fiduciary Accounts$21,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,144,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,520,00016
Personal Trust and Agency Accounts$1,710,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$562,00018
Employee Benefit-defined Benefit Accounts$181,00016
Number non-managed other employee benefit and retirement-related accounts$1,470,00011
Corporate Trust and Agency Accounts$6,227,00010
Number of investment management and advisory agency accounts, non-managed assets$227,00010
Number (#) individual retirement, health savings, and other similar accounts$28,00023
Other Fiduciary Accounts$115,00021
Memoranda
Custody and Safekeeping Accounts$2,220,00040
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,363,00023
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$28,112,00021
Number of Managed Accounts$17,574,00017
Personal Trust and Agency Accounts$9,584,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$605,0004
Employee Benefit-defined Benefit Accounts$60,00022
Number of other employee benefit and retirement-related accounts$2,659,00018
Corporate Trust and Agency Accounts$21,00025
Number of managed investment management and investment advisory agency accounts$3,813,00021
Number of foundation and endowment trust and agency accounts, managed assets$814,00013
Other Fiduciary Accounts$18,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,042,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,538,00017
Personal Trust and Agency Accounts$1,748,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$580,00019
Employee Benefit-defined Benefit Accounts$180,00017
Number non-managed other employee benefit and retirement-related accounts$1,477,00012
Corporate Trust and Agency Accounts$6,165,00010
Number of investment management and advisory agency accounts, non-managed assets$242,0009
Number (#) individual retirement, health savings, and other similar accounts$29,00022
Other Fiduciary Accounts$117,00022
Memoranda
Custody and Safekeeping Accounts$2,139,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,371,00024
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$28,094,00022
Number of Managed Accounts$17,549,00016
Personal Trust and Agency Accounts$9,706,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$605,0005
Employee Benefit-defined Benefit Accounts$60,00025
Number of other employee benefit and retirement-related accounts$2,612,00018
Corporate Trust and Agency Accounts$19,00036
Number of managed investment management and investment advisory agency accounts$3,707,00021
Number of foundation and endowment trust and agency accounts, managed assets$820,00013
Other Fiduciary Accounts$20,00043
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,020,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$10,545,00018
Personal Trust and Agency Accounts$1,737,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$599,00020
Employee Benefit-defined Benefit Accounts$184,00016
Number non-managed other employee benefit and retirement-related accounts$1,471,00014
Corporate Trust and Agency Accounts$6,166,0009
Number of investment management and advisory agency accounts, non-managed assets$243,0009
Number (#) individual retirement, health savings, and other similar accounts$28,00023
Other Fiduciary Accounts$117,00027
Memoranda
Custody and Safekeeping Accounts$2,084,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,354,00025
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$28,107,00023
Number of Managed Accounts$17,496,00016
Personal Trust and Agency Accounts$9,859,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$598,0005
Employee Benefit-defined Benefit Accounts$61,00024
Number of other employee benefit and retirement-related accounts$2,548,00017
Corporate Trust and Agency Accounts$16,00030
Number of managed investment management and investment advisory agency accounts$3,584,00021
Number of foundation and endowment trust and agency accounts, managed assets$810,00013
Other Fiduciary Accounts$20,00033
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,962,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,611,00018
Personal Trust and Agency Accounts$1,716,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$623,00019
Employee Benefit-defined Benefit Accounts$196,00017
Number non-managed other employee benefit and retirement-related accounts$1,475,00013
Corporate Trust and Agency Accounts$6,219,0009
Number of investment management and advisory agency accounts, non-managed assets$238,0008
Number (#) individual retirement, health savings, and other similar accounts$26,00025
Other Fiduciary Accounts$118,00021
Memoranda
Custody and Safekeeping Accounts$1,982,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,355,00026
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$28,135,00024
Number of Managed Accounts$17,538,00016
Personal Trust and Agency Accounts$9,997,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$605,0005
Employee Benefit-defined Benefit Accounts$72,00020
Number of other employee benefit and retirement-related accounts$2,522,00017
Corporate Trust and Agency Accounts$10,00039
Number of managed investment management and investment advisory agency accounts$3,498,00021
Number of foundation and endowment trust and agency accounts, managed assets$814,00012
Other Fiduciary Accounts$20,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,913,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,597,00018
Personal Trust and Agency Accounts$1,734,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$658,00020
Employee Benefit-defined Benefit Accounts$192,00018
Number non-managed other employee benefit and retirement-related accounts$1,519,00013
Corporate Trust and Agency Accounts$6,101,0009
Number of investment management and advisory agency accounts, non-managed assets$246,0009
Number (#) individual retirement, health savings, and other similar accounts$26,00024
Other Fiduciary Accounts$121,00020
Memoranda
Custody and Safekeeping Accounts$1,909,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,400,00025
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$28,086,00025
Number of Managed Accounts$17,486,00016
Personal Trust and Agency Accounts$10,130,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$617,0006
Employee Benefit-defined Benefit Accounts$73,00020
Number of other employee benefit and retirement-related accounts$2,429,00018
Corporate Trust and Agency Accounts$10,00038
Number of managed investment management and investment advisory agency accounts$3,391,00023
Number of foundation and endowment trust and agency accounts, managed assets$816,00012
Other Fiduciary Accounts$20,00032
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,824,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,600,00019
Personal Trust and Agency Accounts$1,729,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$673,00022
Employee Benefit-defined Benefit Accounts$195,00018
Number non-managed other employee benefit and retirement-related accounts$1,552,00015
Corporate Trust and Agency Accounts$6,060,0009
Number of investment management and advisory agency accounts, non-managed assets$242,00010
Number (#) individual retirement, health savings, and other similar accounts$27,00023
Other Fiduciary Accounts$122,00024
Memoranda
Custody and Safekeeping Accounts$1,928,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,437,00027
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$28,251,00022
Number of Managed Accounts$17,543,00016
Personal Trust and Agency Accounts$10,269,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$607,0007
Employee Benefit-defined Benefit Accounts$71,00024
Number of other employee benefit and retirement-related accounts$2,401,00018
Corporate Trust and Agency Accounts$10,00058
Number of managed investment management and investment advisory agency accounts$3,337,00024
Number of foundation and endowment trust and agency accounts, managed assets$828,00012
Other Fiduciary Accounts$20,00040
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,809,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$10,708,00018
Personal Trust and Agency Accounts$1,758,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$697,00020
Employee Benefit-defined Benefit Accounts$190,00018
Number non-managed other employee benefit and retirement-related accounts$1,542,00018
Corporate Trust and Agency Accounts$6,131,0009
Number of investment management and advisory agency accounts, non-managed assets$242,0008
Number (#) individual retirement, health savings, and other similar accounts$24,00025
Other Fiduciary Accounts$124,00028
Memoranda
Custody and Safekeeping Accounts$1,955,00040
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,437,00028
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$28,365,00023
Number of Managed Accounts$17,666,00017
Personal Trust and Agency Accounts$10,473,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$628,0008
Employee Benefit-defined Benefit Accounts$72,00024
Number of other employee benefit and retirement-related accounts$2,370,00019
Corporate Trust and Agency Accounts$10,00033
Number of managed investment management and investment advisory agency accounts$3,256,00023
Number of foundation and endowment trust and agency accounts, managed assets$837,00010
Other Fiduciary Accounts$20,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,771,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,699,00018
Personal Trust and Agency Accounts$1,746,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$702,00021
Employee Benefit-defined Benefit Accounts$184,00019
Number non-managed other employee benefit and retirement-related accounts$1,568,00017
Corporate Trust and Agency Accounts$6,106,0009
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$25,00024
Other Fiduciary Accounts$368,00016
Memoranda
Custody and Safekeeping Accounts$2,057,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,453,00027
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$28,414,00023
Number of Managed Accounts$17,726,00016
Personal Trust and Agency Accounts$10,607,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$618,0008
Employee Benefit-defined Benefit Accounts$80,00022
Number of other employee benefit and retirement-related accounts$2,342,00018
Corporate Trust and Agency Accounts$10,00035
Number of managed investment management and investment advisory agency accounts$3,188,00023
Number of foundation and endowment trust and agency accounts, managed assets$861,00010
Other Fiduciary Accounts$20,00033
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,741,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,688,00019
Personal Trust and Agency Accounts$1,750,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$732,00019
Employee Benefit-defined Benefit Accounts$183,00018
Number non-managed other employee benefit and retirement-related accounts$1,579,00018
Corporate Trust and Agency Accounts$6,040,0009
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$26,00023
Other Fiduciary Accounts$378,00016
Memoranda
Custody and Safekeeping Accounts$2,014,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,462,00029
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$28,547,00023
Number of Managed Accounts$17,866,00016
Personal Trust and Agency Accounts$10,807,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$613,0008
Employee Benefit-defined Benefit Accounts$84,00020
Number of other employee benefit and retirement-related accounts$2,278,00018
Corporate Trust and Agency Accounts$10,00036
Number of managed investment management and investment advisory agency accounts$3,195,00023
Number of foundation and endowment trust and agency accounts, managed assets$860,00010
Other Fiduciary Accounts$19,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,689,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,681,00019
Personal Trust and Agency Accounts$1,709,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$749,00019
Employee Benefit-defined Benefit Accounts$172,00019
Number non-managed other employee benefit and retirement-related accounts$1,590,00018
Corporate Trust and Agency Accounts$6,051,0009
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$27,00023
Other Fiduciary Accounts$383,00016
Memoranda
Custody and Safekeeping Accounts$2,089,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,472,00030
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$28,590,00022
Number of Managed Accounts$18,086,00015
Personal Trust and Agency Accounts$11,038,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$600,0009
Employee Benefit-defined Benefit Accounts$87,00021
Number of other employee benefit and retirement-related accounts$2,257,00018
Corporate Trust and Agency Accounts$11,00055
Number of managed investment management and investment advisory agency accounts$3,172,00022
Number of foundation and endowment trust and agency accounts, managed assets$906,00010
Other Fiduciary Accounts$15,00047
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,676,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$10,504,00020
Personal Trust and Agency Accounts$1,684,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$780,00018
Employee Benefit-defined Benefit Accounts$168,00019
Number non-managed other employee benefit and retirement-related accounts$1,572,00020
Corporate Trust and Agency Accounts$5,885,0009
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$23,00023
Other Fiduciary Accounts$392,00016
Memoranda
Custody and Safekeeping Accounts$2,159,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,455,00032
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$28,586,00022
Number of Managed Accounts$18,095,00015
Personal Trust and Agency Accounts$11,182,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$581,0008
Employee Benefit-defined Benefit Accounts$85,00019
Number of other employee benefit and retirement-related accounts$2,244,00018
Corporate Trust and Agency Accounts$11,00032
Number of managed investment management and investment advisory agency accounts$3,054,00021
Number of foundation and endowment trust and agency accounts, managed assets$922,00010
Other Fiduciary Accounts$16,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,660,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,491,00019
Personal Trust and Agency Accounts$1,697,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$819,00018
Employee Benefit-defined Benefit Accounts$172,00019
Number non-managed other employee benefit and retirement-related accounts$1,596,00017
Corporate Trust and Agency Accounts$5,794,0009
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$24,00020
Other Fiduciary Accounts$389,00015
Memoranda
Custody and Safekeeping Accounts$2,125,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,476,00028
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$28,936,00022
Number of Managed Accounts$18,609,00014
Personal Trust and Agency Accounts$11,542,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$576,0008
Employee Benefit-defined Benefit Accounts$87,00019
Number of other employee benefit and retirement-related accounts$2,253,00018
Corporate Trust and Agency Accounts$10,00034
Number of managed investment management and investment advisory agency accounts$3,181,00021
Number of foundation and endowment trust and agency accounts, managed assets$940,00010
Other Fiduciary Accounts$20,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,676,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,327,00019
Personal Trust and Agency Accounts$1,559,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$880,00019
Employee Benefit-defined Benefit Accounts$168,00021
Number non-managed other employee benefit and retirement-related accounts$1,579,00017
Corporate Trust and Agency Accounts$5,738,0009
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$24,00020
Other Fiduciary Accounts$379,00014
Memoranda
Custody and Safekeeping Accounts$2,030,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,457,00027
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$29,187,00021
Number of Managed Accounts$18,797,00014
Personal Trust and Agency Accounts$11,644,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$571,0007
Employee Benefit-defined Benefit Accounts$91,00018
Number of other employee benefit and retirement-related accounts$2,280,00018
Corporate Trust and Agency Accounts$10,00034
Number of managed investment management and investment advisory agency accounts$3,243,00021
Number of foundation and endowment trust and agency accounts, managed assets$942,00011
Other Fiduciary Accounts$16,00033
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,710,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,390,00018
Personal Trust and Agency Accounts$1,628,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$931,00020
Employee Benefit-defined Benefit Accounts$171,00019
Number non-managed other employee benefit and retirement-related accounts$1,592,00016
Corporate Trust and Agency Accounts$5,649,0009
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$24,00020
Other Fiduciary Accounts$395,00013
Memoranda
Custody and Safekeeping Accounts$2,018,00035
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,467,00026
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$29,396,00020
Number of Managed Accounts$18,919,00013
Personal Trust and Agency Accounts$11,784,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$575,0008
Employee Benefit-defined Benefit Accounts$96,00018
Number of other employee benefit and retirement-related accounts$2,251,00018
Corporate Trust and Agency Accounts$10,00061
Number of managed investment management and investment advisory agency accounts$3,244,00021
Number of foundation and endowment trust and agency accounts, managed assets$943,00010
Other Fiduciary Accounts$16,00045
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,707,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$10,477,00019
Personal Trust and Agency Accounts$1,608,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$958,00020
Employee Benefit-defined Benefit Accounts$190,00019
Number non-managed other employee benefit and retirement-related accounts$1,587,00017
Corporate Trust and Agency Accounts$5,717,0009
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$24,00019
Other Fiduciary Accounts$393,00013
Memoranda
Custody and Safekeeping Accounts$2,010,00036
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,457,00027
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$29,654,00021
Number of Managed Accounts$19,157,00015
Personal Trust and Agency Accounts$11,989,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$573,0008
Employee Benefit-defined Benefit Accounts$97,00016
Number of other employee benefit and retirement-related accounts$2,265,00019
Corporate Trust and Agency Accounts$10,00037
Number of managed investment management and investment advisory agency accounts$3,273,00023
Number of foundation and endowment trust and agency accounts, managed assets$937,00010
Other Fiduciary Accounts$13,00040
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,723,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,497,00018
Personal Trust and Agency Accounts$1,570,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$986,00020
Employee Benefit-defined Benefit Accounts$201,00017
Number non-managed other employee benefit and retirement-related accounts$1,575,00016
Corporate Trust and Agency Accounts$5,733,00010
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$29,00017
Other Fiduciary Accounts$403,00011
Memoranda
Custody and Safekeeping Accounts$2,117,00034
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,443,00026
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$29,913,00019
Number of Managed Accounts$19,438,00014
Personal Trust and Agency Accounts$12,271,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$566,0007
Employee Benefit-defined Benefit Accounts$99,00015
Number of other employee benefit and retirement-related accounts$2,285,00018
Corporate Trust and Agency Accounts$9,00040
Number of managed investment management and investment advisory agency accounts$3,258,00021
Number of foundation and endowment trust and agency accounts, managed assets$937,00010
Other Fiduciary Accounts$13,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,729,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,475,00018
Personal Trust and Agency Accounts$1,480,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,021,00020
Employee Benefit-defined Benefit Accounts$200,00018
Number non-managed other employee benefit and retirement-related accounts$1,619,00014
Corporate Trust and Agency Accounts$5,709,00011
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$30,00018
Other Fiduciary Accounts$416,00011
Memoranda
Custody and Safekeeping Accounts$2,139,00035
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,458,00025
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$30,134,00018
Number of Managed Accounts$20,426,00013
Personal Trust and Agency Accounts$13,316,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$531,0007
Employee Benefit-defined Benefit Accounts$99,00015
Number of other employee benefit and retirement-related accounts$2,251,00017
Corporate Trust and Agency Accounts$6,00048
Number of managed investment management and investment advisory agency accounts$3,290,00020
Number of foundation and endowment trust and agency accounts, managed assets$919,00010
Other Fiduciary Accounts$14,00033
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,715,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,708,00018
Personal Trust and Agency Accounts$555,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,179,00020
Employee Benefit-defined Benefit Accounts$209,00019
Number non-managed other employee benefit and retirement-related accounts$1,620,00014
Corporate Trust and Agency Accounts$5,718,00011
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$29,00020
Other Fiduciary Accounts$398,00013
Memoranda
Custody and Safekeeping Accounts$2,153,00035
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,451,00025
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$30,300,00019
Number of Managed Accounts$20,576,00012
Personal Trust and Agency Accounts$13,408,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$538,0007
Employee Benefit-defined Benefit Accounts$99,00017
Number of other employee benefit and retirement-related accounts$2,264,00017
Corporate Trust and Agency Accounts$8,00077
Number of managed investment management and investment advisory agency accounts$3,307,00020
Number of foundation and endowment trust and agency accounts, managed assets$936,0009
Other Fiduciary Accounts$16,00049
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,722,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$9,724,00020
Personal Trust and Agency Accounts$541,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,237,00020
Employee Benefit-defined Benefit Accounts$208,00019
Number non-managed other employee benefit and retirement-related accounts$1,614,00016
Corporate Trust and Agency Accounts$5,703,00011
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$28,00022
Other Fiduciary Accounts$393,00014
Memoranda
Custody and Safekeeping Accounts$2,122,00037
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,448,00027
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$29,793,00018
Number of Managed Accounts$20,611,00011
Personal Trust and Agency Accounts$13,590,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$532,0008
Employee Benefit-defined Benefit Accounts$102,00016
Number of other employee benefit and retirement-related accounts$2,195,00017
Corporate Trust and Agency Accounts$11,00036
Number of managed investment management and investment advisory agency accounts$3,225,00020
Number of foundation and endowment trust and agency accounts, managed assets$941,0009
Other Fiduciary Accounts$15,00037
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$1,650,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,182,00019
Personal Trust and Agency Accounts$389,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,278,00020
Employee Benefit-defined Benefit Accounts$208,00019
Number non-managed other employee benefit and retirement-related accounts$1,592,00014
Corporate Trust and Agency Accounts$5,555,00010
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$35,00020
Other Fiduciary Accounts$125,00026
Memoranda
Custody and Safekeeping Accounts$2,093,00036
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,445,00025
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$30,264,00018
Number of Managed Accounts$20,748,00011
Personal Trust and Agency Accounts$13,706,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$523,0008
Employee Benefit-defined Benefit Accounts$104,00015
Number of other employee benefit and retirement-related accounts$2,214,00017
Corporate Trust and Agency Accounts$11,00037
Number of managed investment management and investment advisory agency accounts$3,227,00021
Number of foundation and endowment trust and agency accounts, managed assets$950,0009
Other Fiduciary Accounts$13,00043
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,661,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,516,00020
Personal Trust and Agency Accounts$390,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,337,00021
Employee Benefit-defined Benefit Accounts$209,00020
Number non-managed other employee benefit and retirement-related accounts$1,608,00016
Corporate Trust and Agency Accounts$5,588,00010
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$262,0007
Other Fiduciary Accounts$122,00027
Memoranda
Custody and Safekeeping Accounts$2,105,00035
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,458,00024
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$31,016,00017
Number of Managed Accounts$20,935,00011
Personal Trust and Agency Accounts$13,853,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$522,0008
Employee Benefit-defined Benefit Accounts$113,00015
Number of other employee benefit and retirement-related accounts$2,214,00017
Corporate Trust and Agency Accounts$11,00037
Number of managed investment management and investment advisory agency accounts$3,252,00020
Number of foundation and endowment trust and agency accounts, managed assets$960,00010
Other Fiduciary Accounts$10,00048
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,666,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,081,00020
Personal Trust and Agency Accounts$391,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,938,00016
Employee Benefit-defined Benefit Accounts$207,00019
Number non-managed other employee benefit and retirement-related accounts$1,653,00015
Corporate Trust and Agency Accounts$5,544,00010
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$38,00018
Other Fiduciary Accounts$310,00014
Memoranda
Custody and Safekeeping Accounts$2,101,00036
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,493,00022
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$31,687,00018
Number of Managed Accounts$21,272,00011
Personal Trust and Agency Accounts$14,060,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$592,0008
Employee Benefit-defined Benefit Accounts$112,00017
Number of other employee benefit and retirement-related accounts$2,225,00016
Corporate Trust and Agency Accounts$12,00064
Number of managed investment management and investment advisory agency accounts$3,298,00021
Number of foundation and endowment trust and agency accounts, managed assets$963,00012
Other Fiduciary Accounts$10,00074
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,685,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$10,415,00020
Personal Trust and Agency Accounts$420,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,999,00018
Employee Benefit-defined Benefit Accounts$216,00020
Number non-managed other employee benefit and retirement-related accounts$1,696,00019
Corporate Trust and Agency Accounts$5,700,00011
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$40,00020
Other Fiduciary Accounts$344,00018
Memoranda
Custody and Safekeeping Accounts$2,184,00036
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,532,00025
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$32,106,00020
Number of Managed Accounts$21,592,00016
Personal Trust and Agency Accounts$15,137,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$622,0005
Employee Benefit-defined Benefit Accounts$110,00016
Number of other employee benefit and retirement-related accounts$2,255,00019
Corporate Trust and Agency Accounts$16,00034
Number of managed investment management and investment advisory agency accounts$3,439,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00048
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$10,514,00021
Personal Trust and Agency Accounts$483,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,009,00018
Employee Benefit-defined Benefit Accounts$203,00020
Number non-managed other employee benefit and retirement-related accounts$1,744,00014
Corporate Trust and Agency Accounts$5,672,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$403,00015
Memoranda
Custody and Safekeeping Accounts$2,259,00036
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$32,707,00020
Number of Managed Accounts$21,965,00015
Personal Trust and Agency Accounts$15,475,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$628,0005
Employee Benefit-defined Benefit Accounts$114,00017
Number of other employee benefit and retirement-related accounts$2,231,00020
Corporate Trust and Agency Accounts$16,00036
Number of managed investment management and investment advisory agency accounts$3,489,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00051
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$10,742,00021
Personal Trust and Agency Accounts$500,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,069,00018
Employee Benefit-defined Benefit Accounts$204,00019
Number non-managed other employee benefit and retirement-related accounts$1,794,00015
Corporate Trust and Agency Accounts$5,826,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$349,00017
Memoranda
Custody and Safekeeping Accounts$2,376,00035
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$33,299,00020
Number of Managed Accounts$22,358,00016
Personal Trust and Agency Accounts$15,696,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$648,0005
Employee Benefit-defined Benefit Accounts$115,00018
Number of other employee benefit and retirement-related accounts$2,266,00018
Corporate Trust and Agency Accounts$16,00036
Number of managed investment management and investment advisory agency accounts$3,605,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,00051
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$10,941,00020
Personal Trust and Agency Accounts$525,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,124,00016
Employee Benefit-defined Benefit Accounts$187,00020
Number non-managed other employee benefit and retirement-related accounts$1,871,00014
Corporate Trust and Agency Accounts$5,871,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$363,00016
Memoranda
Custody and Safekeeping Accounts$2,550,00036
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$36,817,00021
Number of Managed Accounts$22,657,00016
Personal Trust and Agency Accounts$15,828,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$627,0005
Employee Benefit-defined Benefit Accounts$118,00019
Number of other employee benefit and retirement-related accounts$2,335,00017
Corporate Trust and Agency Accounts$17,00061
Number of managed investment management and investment advisory agency accounts$3,719,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00071
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$14,160,00019
Personal Trust and Agency Accounts$531,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,163,00016
Employee Benefit-defined Benefit Accounts$184,00020
Number non-managed other employee benefit and retirement-related accounts$4,746,00014
Corporate Trust and Agency Accounts$6,143,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$393,00020
Memoranda
Custody and Safekeeping Accounts$2,620,00039
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$38,119,00017
Number of Managed Accounts$23,009,00014
Personal Trust and Agency Accounts$15,999,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$648,0006
Employee Benefit-defined Benefit Accounts$117,00018
Number of other employee benefit and retirement-related accounts$2,376,00019
Corporate Trust and Agency Accounts$11,00046
Number of managed investment management and investment advisory agency accounts$3,835,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$23,00040
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$15,110,00019
Personal Trust and Agency Accounts$573,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,052,00018
Employee Benefit-defined Benefit Accounts$183,00020
Number non-managed other employee benefit and retirement-related accounts$5,720,00012
Corporate Trust and Agency Accounts$6,163,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$419,00015
Memoranda
Custody and Safekeeping Accounts$2,658,00036
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$38,262,00018
Number of Managed Accounts$23,442,00013
Personal Trust and Agency Accounts$16,251,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$664,0005
Employee Benefit-defined Benefit Accounts$127,00017
Number of other employee benefit and retirement-related accounts$2,432,00016
Corporate Trust and Agency Accounts$10,00051
Number of managed investment management and investment advisory agency accounts$3,927,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$31,00032
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$14,820,00020
Personal Trust and Agency Accounts$645,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,094,00016
Employee Benefit-defined Benefit Accounts$181,00022
Number non-managed other employee benefit and retirement-related accounts$5,352,00013
Corporate Trust and Agency Accounts$6,054,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$494,00012
Memoranda
Custody and Safekeeping Accounts$2,665,00040
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$39,096,00017
Number of Managed Accounts$23,783,00013
Personal Trust and Agency Accounts$16,465,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$694,0004
Employee Benefit-defined Benefit Accounts$126,00016
Number of other employee benefit and retirement-related accounts$2,443,00015
Corporate Trust and Agency Accounts$11,00048
Number of managed investment management and investment advisory agency accounts$4,009,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$35,00035
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$15,313,00019
Personal Trust and Agency Accounts$617,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,144,00016
Employee Benefit-defined Benefit Accounts$196,00021
Number non-managed other employee benefit and retirement-related accounts$6,020,00012
Corporate Trust and Agency Accounts$5,805,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$531,00011
Memoranda
Custody and Safekeeping Accounts$2,657,00039
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$38,723,00017
Number of Managed Accounts$23,877,00014
Personal Trust and Agency Accounts$16,461,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$707,0006
Employee Benefit-defined Benefit Accounts$131,00018
Number of other employee benefit and retirement-related accounts$2,302,00017
Corporate Trust and Agency Accounts$11,00084
Number of managed investment management and investment advisory agency accounts$4,227,00020
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$38,00044
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$14,846,00019
Personal Trust and Agency Accounts$752,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,162,00017
Employee Benefit-defined Benefit Accounts$197,00021
Number non-managed other employee benefit and retirement-related accounts$5,384,00014
Corporate Trust and Agency Accounts$5,706,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$645,00014
Memoranda
Custody and Safekeeping Accounts$2,555,00041
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$38,593,00017
Number of Managed Accounts$23,629,00013
Personal Trust and Agency Accounts$16,135,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$747,0006
Employee Benefit-defined Benefit Accounts$134,00018
Number of other employee benefit and retirement-related accounts$2,290,00016
Corporate Trust and Agency Accounts$12,00049
Number of managed investment management and investment advisory agency accounts$4,280,00021
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$31,00037
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$14,964,00019
Personal Trust and Agency Accounts$1,222,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,076,00017
Employee Benefit-defined Benefit Accounts$195,00022
Number non-managed other employee benefit and retirement-related accounts$5,348,00012
Corporate Trust and Agency Accounts$5,516,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$607,00012
Memoranda
Custody and Safekeeping Accounts$2,512,00038
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$47,359,00014
Number of Managed Accounts$23,954,00012
Personal Trust and Agency Accounts$16,128,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$674,0007
Employee Benefit-defined Benefit Accounts$141,00019
Number of other employee benefit and retirement-related accounts$2,046,00016
Corporate Trust and Agency Accounts$5,00060
Number of managed investment management and investment advisory agency accounts$4,897,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$63,00030
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$23,405,00013
Personal Trust and Agency Accounts$8,212,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,031,00017
Employee Benefit-defined Benefit Accounts$195,00022
Number non-managed other employee benefit and retirement-related accounts$5,369,00012
Corporate Trust and Agency Accounts$6,806,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$792,00012
Memoranda
Custody and Safekeeping Accounts$2,451,00040
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$47,347,00015
Number of Managed Accounts$24,021,00013
Personal Trust and Agency Accounts$16,148,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$689,0007
Employee Benefit-defined Benefit Accounts$141,00021
Number of other employee benefit and retirement-related accounts$2,065,00015
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$4,910,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$67,00030
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$23,326,00013
Personal Trust and Agency Accounts$8,286,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,077,00017
Employee Benefit-defined Benefit Accounts$183,00022
Number non-managed other employee benefit and retirement-related accounts$5,355,00012
Corporate Trust and Agency Accounts$6,461,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$964,00011
Memoranda
Custody and Safekeeping Accounts$2,472,00040
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$47,122,00015
Number of Managed Accounts$24,117,00012
Personal Trust and Agency Accounts$16,257,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$688,0007
Employee Benefit-defined Benefit Accounts$140,00024
Number of other employee benefit and retirement-related accounts$2,093,00013
Corporate Trust and Agency Accounts$1,000223
Number of managed investment management and investment advisory agency accounts$4,871,00016
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$67,00033
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$23,005,00013
Personal Trust and Agency Accounts$8,292,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,230,00016
Employee Benefit-defined Benefit Accounts$168,00025
Number non-managed other employee benefit and retirement-related accounts$4,979,00013
Corporate Trust and Agency Accounts$6,290,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,046,00015
Memoranda
Custody and Safekeeping Accounts$2,689,00039
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$32,803,00022
Number of Managed Accounts$12,797,00020
Personal Trust and Agency Accounts$8,768,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$335,00015
Employee Benefit-defined Benefit Accounts$70,00031
Number of other employee benefit and retirement-related accounts$1,195,00021
Corporate Trust and Agency Accounts$1,00082
Number of managed investment management and investment advisory agency accounts$2,386,00032
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$42,00033
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$20,006,00014
Personal Trust and Agency Accounts$8,103,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,303,00018
Employee Benefit-defined Benefit Accounts$100,00037
Number non-managed other employee benefit and retirement-related accounts$4,445,00012
Corporate Trust and Agency Accounts$5,830,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$225,00025
Memoranda
Custody and Safekeeping Accounts$2,103,00042
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$33,228,00020
Number of Managed Accounts$11,964,00021
Personal Trust and Agency Accounts$7,939,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$334,00016
Employee Benefit-defined Benefit Accounts$72,00030
Number of other employee benefit and retirement-related accounts$1,182,00020
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$2,384,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$52,00033
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$21,264,00014
Personal Trust and Agency Accounts$8,052,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,327,00017
Employee Benefit-defined Benefit Accounts$100,00040
Number non-managed other employee benefit and retirement-related accounts$6,149,00011
Corporate Trust and Agency Accounts$5,431,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$205,00026
Memoranda
Custody and Safekeeping Accounts$2,975,00037
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$25,811,00022
Number of Managed Accounts$12,387,00020
Personal Trust and Agency Accounts$8,475,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$330,00016
Employee Benefit-defined Benefit Accounts$72,00029
Number of other employee benefit and retirement-related accounts$1,164,00019
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$2,276,00030
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$70,00035
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$13,424,00019
Personal Trust and Agency Accounts$680,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,453,00017
Employee Benefit-defined Benefit Accounts$1,360,0006
Number non-managed other employee benefit and retirement-related accounts$4,712,00011
Corporate Trust and Agency Accounts$5,006,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$213,00024
Memoranda
Custody and Safekeeping Accounts$10,111,00020
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$24,257,00025
Number of Managed Accounts$12,377,00025
Personal Trust and Agency Accounts$8,514,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$341,00017
Employee Benefit-defined Benefit Accounts$75,00031
Number of other employee benefit and retirement-related accounts$1,138,00018
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$2,238,00030
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$71,00040
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$11,880,00022
Personal Trust and Agency Accounts$660,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,469,00018
Employee Benefit-defined Benefit Accounts$1,328,0006
Number non-managed other employee benefit and retirement-related accounts$3,406,00014
Corporate Trust and Agency Accounts$4,819,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$198,00032
Memoranda
Custody and Safekeeping Accounts$5,208,00031
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$24,192,00022
Number of Managed Accounts$12,490,00022
Personal Trust and Agency Accounts$8,582,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$344,00016
Employee Benefit-defined Benefit Accounts$77,00030
Number of other employee benefit and retirement-related accounts$1,173,00018
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$2,244,00030
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$70,00033
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$11,702,00022
Personal Trust and Agency Accounts$670,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,582,00017
Employee Benefit-defined Benefit Accounts$1,294,0006
Number non-managed other employee benefit and retirement-related accounts$3,369,00012
Corporate Trust and Agency Accounts$4,569,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$218,00026
Memoranda
Custody and Safekeeping Accounts$4,966,00029
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$21,344,00026
Number of Managed Accounts$11,163,00023
Personal Trust and Agency Accounts$7,771,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$327,00017
Employee Benefit-defined Benefit Accounts$54,00034
Number of other employee benefit and retirement-related accounts$987,00024
Corporate Trust and Agency Accounts$11,00052
Number of managed investment management and investment advisory agency accounts$1,808,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$205,00019
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$10,181,00027
Personal Trust and Agency Accounts$554,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,473,00018
Employee Benefit-defined Benefit Accounts$59,00049
Number non-managed other employee benefit and retirement-related accounts$3,549,00015
Corporate Trust and Agency Accounts$4,320,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$226,00025
Memoranda
Custody and Safekeeping Accounts$8,982,00018
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$14,543,00038
Number of Managed Accounts$7,157,00032
Personal Trust and Agency Accounts$5,020,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$239,00026
Employee Benefit-defined Benefit Accounts$44,00045
Number of other employee benefit and retirement-related accounts$731,00039
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$1,110,00050
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00061
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,386,00029
Personal Trust and Agency Accounts$418,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,161,00025
Employee Benefit-defined Benefit Accounts$38,00055
Number non-managed other employee benefit and retirement-related accounts$1,470,00018
Corporate Trust and Agency Accounts$4,119,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$180,00029
Memoranda
Custody and Safekeeping Accounts$1,154,00052
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$14,461,00040
Number of Managed Accounts$7,210,00034
Personal Trust and Agency Accounts$5,084,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$241,00027
Employee Benefit-defined Benefit Accounts$45,00046
Number of other employee benefit and retirement-related accounts$737,00037
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$1,089,00050
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,000101
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,251,00032
Personal Trust and Agency Accounts$406,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,158,00025
Employee Benefit-defined Benefit Accounts$34,00064
Number non-managed other employee benefit and retirement-related accounts$1,442,00025
Corporate Trust and Agency Accounts$4,032,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$179,00034
Memoranda
Custody and Safekeeping Accounts$1,148,00054
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$14,346,00038
Number of Managed Accounts$7,238,00032
Personal Trust and Agency Accounts$5,825,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00028
Employee Benefit-defined Benefit Accounts$45,00044
Number of other employee benefit and retirement-related accounts$728,00036
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$382,00099
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00056
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,108,00029
Personal Trust and Agency Accounts$586,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,166,00025
Employee Benefit-defined Benefit Accounts$25,00062
Number non-managed other employee benefit and retirement-related accounts$1,457,00019
Corporate Trust and Agency Accounts$3,860,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$14,00073
Memoranda
Custody and Safekeeping Accounts$1,144,00054
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$14,241,00037
Number of Managed Accounts$7,370,00032
Personal Trust and Agency Accounts$5,905,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$287,00024
Employee Benefit-defined Benefit Accounts$43,00043
Number of other employee benefit and retirement-related accounts$748,00035
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$370,000100
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00058
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$6,871,00030
Personal Trust and Agency Accounts$583,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,147,00026
Employee Benefit-defined Benefit Accounts$25,00063
Number non-managed other employee benefit and retirement-related accounts$1,380,00021
Corporate Trust and Agency Accounts$3,727,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,00083
Memoranda
Custody and Safekeeping Accounts$1,144,00054
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$14,381,00035
Number of Managed Accounts$7,384,00031
Personal Trust and Agency Accounts$5,940,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$303,00022
Employee Benefit-defined Benefit Accounts$43,00045
Number of other employee benefit and retirement-related accounts$758,00033
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$322,000118
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00060
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,997,00030
Personal Trust and Agency Accounts$593,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,210,00025
Employee Benefit-defined Benefit Accounts$29,00061
Number non-managed other employee benefit and retirement-related accounts$1,441,00020
Corporate Trust and Agency Accounts$3,708,00015
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$16,00069
Memoranda
Custody and Safekeeping Accounts$1,173,00053
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$14,723,00037
Number of Managed Accounts$7,445,00034
Personal Trust and Agency Accounts$5,977,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$323,00024
Employee Benefit-defined Benefit Accounts$46,00046
Number of other employee benefit and retirement-related accounts$753,00034
Corporate Trust and Agency Accounts$7,000127
Number of managed investment management and investment advisory agency accounts$303,000131
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$36,00069
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,278,00032
Personal Trust and Agency Accounts$596,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,339,00021
Employee Benefit-defined Benefit Accounts$33,00065
Number non-managed other employee benefit and retirement-related accounts$1,472,00026
Corporate Trust and Agency Accounts$3,816,00016
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$22,000103
Memoranda
Custody and Safekeeping Accounts$1,151,00059
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$14,938,00035
Number of Managed Accounts$7,524,00031
Personal Trust and Agency Accounts$6,048,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$312,00027
Employee Benefit-defined Benefit Accounts$47,00046
Number of other employee benefit and retirement-related accounts$761,00035
Corporate Trust and Agency Accounts$10,00056
Number of managed investment management and investment advisory agency accounts$306,000125
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$40,00057
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,414,00029
Personal Trust and Agency Accounts$610,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,404,00022
Employee Benefit-defined Benefit Accounts$35,00065
Number non-managed other employee benefit and retirement-related accounts$1,457,00021
Corporate Trust and Agency Accounts$3,886,00015
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$22,00074
Memoranda
Custody and Safekeeping Accounts$1,261,00052
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$15,182,00037
Number of Managed Accounts$7,700,00030
Personal Trust and Agency Accounts$6,130,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$376,00023
Employee Benefit-defined Benefit Accounts$47,00045
Number of other employee benefit and retirement-related accounts$757,00035
Corporate Trust and Agency Accounts$9,00063
Number of managed investment management and investment advisory agency accounts$292,000128
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$89,00038
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,482,00033
Personal Trust and Agency Accounts$639,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,467,00023
Employee Benefit-defined Benefit Accounts$48,00057
Number non-managed other employee benefit and retirement-related accounts$1,498,00022
Corporate Trust and Agency Accounts$3,788,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$42,00061
Memoranda
Custody and Safekeeping Accounts$1,247,00054
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$15,264,00034
Number of Managed Accounts$7,704,00028
Personal Trust and Agency Accounts$6,143,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$387,00026
Employee Benefit-defined Benefit Accounts$47,00045
Number of other employee benefit and retirement-related accounts$756,00032
Corporate Trust and Agency Accounts$11,00066
Number of managed investment management and investment advisory agency accounts$288,000127
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$72,00045
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,560,00031
Personal Trust and Agency Accounts$642,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,593,00022
Employee Benefit-defined Benefit Accounts$48,00058
Number non-managed other employee benefit and retirement-related accounts$1,508,00022
Corporate Trust and Agency Accounts$3,723,00018
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00061
Memoranda
Custody and Safekeeping Accounts$1,291,00054
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$15,395,00034
Number of Managed Accounts$7,773,00030
Personal Trust and Agency Accounts$6,182,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$411,00025
Employee Benefit-defined Benefit Accounts$48,00047
Number of other employee benefit and retirement-related accounts$758,00033
Corporate Trust and Agency Accounts$11,000134
Number of managed investment management and investment advisory agency accounts$292,000136
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$71,00046
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$7,622,00031
Personal Trust and Agency Accounts$641,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,627,00023
Employee Benefit-defined Benefit Accounts$49,00068
Number non-managed other employee benefit and retirement-related accounts$1,476,00023
Corporate Trust and Agency Accounts$3,783,00018
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00081
Memoranda
Custody and Safekeeping Accounts$1,290,00057
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$16,043,00029
Number of Managed Accounts$8,183,00028
Personal Trust and Agency Accounts$6,413,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$548,00019
Employee Benefit-defined Benefit Accounts$53,00050
Number of other employee benefit and retirement-related accounts$807,00028
Corporate Trust and Agency Accounts$13,000116
Number of managed investment management and investment advisory agency accounts$275,000123
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$74,00047
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,860,00024
Personal Trust and Agency Accounts$690,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,764,00019
Employee Benefit-defined Benefit Accounts$62,00064
Number non-managed other employee benefit and retirement-related accounts$1,556,00020
Corporate Trust and Agency Accounts$3,746,00016
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$42,00076
Memoranda
Custody and Safekeeping Accounts$1,375,00044
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