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Rockland Trust Company, Number of Fiduciary and Related Asset Accounts

2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,275,00078
Number of Managed Accounts$4,150,00061
Personal Trust and Agency Accounts$313,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00064
Employee Benefit-defined Benefit Accounts$7,00063
Number of other employee benefit and retirement-related accounts$1,610,00068
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$1,909,00043
Number of foundation and endowment trust and agency accounts, managed assets$164,00054
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,610,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000179
Personal Trust and Agency Accounts$3,000275
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,00048
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$12,000195
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$3,000190
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$89,000171
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000273
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,250,00075
Number of Managed Accounts$4,127,00057
Personal Trust and Agency Accounts$303,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$140,00067
Employee Benefit-defined Benefit Accounts$7,00065
Number of other employee benefit and retirement-related accounts$1,594,00062
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$1,917,00041
Number of foundation and endowment trust and agency accounts, managed assets$165,00055
Other Fiduciary Accounts$1,000181
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,594,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,342,00017
Number of Non-Managed Accounts$123,000232
Personal Trust and Agency Accounts$4,000447
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00048
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$15,000353
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$1,000336
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$85,000211
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000424
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,237,00076
Number of Managed Accounts$4,116,00058
Personal Trust and Agency Accounts$306,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00062
Employee Benefit-defined Benefit Accounts$8,00057
Number of other employee benefit and retirement-related accounts$1,587,00059
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$1,910,00044
Number of foundation and endowment trust and agency accounts, managed assets$166,00050
Other Fiduciary Accounts$1,00085
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,587,00039
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$121,000180
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00049
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$15,000179
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$1,000232
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$86,000167
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000255
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,221,00074
Number of Managed Accounts$4,094,00058
Personal Trust and Agency Accounts$304,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00065
Employee Benefit-defined Benefit Accounts$8,00054
Number of other employee benefit and retirement-related accounts$1,575,00057
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$1,905,00041
Number of foundation and endowment trust and agency accounts, managed assets$165,00051
Other Fiduciary Accounts$1,000110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,575,00038
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$127,000189
Personal Trust and Agency Accounts$5,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00049
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$14,000245
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$4,000197
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$83,000179
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000299
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,212,00079
Number of Managed Accounts$4,087,00061
Personal Trust and Agency Accounts$305,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00022
Employee Benefit-defined Benefit Accounts$8,00059
Number of other employee benefit and retirement-related accounts$1,563,00041
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$1,911,00043
Number of foundation and endowment trust and agency accounts, managed assets$163,00057
Other Fiduciary Accounts$1,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,563,00040
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000178
Personal Trust and Agency Accounts$5,000231
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00050
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$14,000180
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$4,000131
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$84,000173
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000223
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,193,00083
Number of Managed Accounts$4,065,00062
Personal Trust and Agency Accounts$307,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00028
Employee Benefit-defined Benefit Accounts$7,00070
Number of other employee benefit and retirement-related accounts$1,579,00042
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$1,936,00042
Number of foundation and endowment trust and agency accounts, managed assets$108,00081
Other Fiduciary Accounts$1,000172
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,579,00041
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,226,00018
Number of Non-Managed Accounts$128,000233
Personal Trust and Agency Accounts$6,000409
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00057
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$14,000331
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$5,000189
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$86,000215
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000419
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,368,00058
Number of Managed Accounts$6,250,00040
Personal Trust and Agency Accounts$313,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00031
Employee Benefit-defined Benefit Accounts$7,00068
Number of other employee benefit and retirement-related accounts$2,834,00024
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$2,865,00032
Number of foundation and endowment trust and agency accounts, managed assets$102,00081
Other Fiduciary Accounts$1,00089
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,834,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$118,000188
Personal Trust and Agency Accounts$4,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00055
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$12,000202
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$5,000130
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$82,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000240
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,168,00057
Number of Managed Accounts$5,048,00047
Personal Trust and Agency Accounts$311,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00024
Employee Benefit-defined Benefit Accounts$7,00066
Number of other employee benefit and retirement-related accounts$2,166,00027
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$2,327,00033
Number of foundation and endowment trust and agency accounts, managed assets$106,00072
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,166,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$120,000179
Personal Trust and Agency Accounts$5,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00052
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$12,000225
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$5,000130
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$85,000162
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000268
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$5,915,00054
Number of Managed Accounts$5,795,00038
Personal Trust and Agency Accounts$315,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$132,00025
Employee Benefit-defined Benefit Accounts$7,00065
Number of other employee benefit and retirement-related accounts$2,556,00025
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$2,675,00030
Number of foundation and endowment trust and agency accounts, managed assets$109,00073
Other Fiduciary Accounts$1,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,556,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$120,000170
Personal Trust and Agency Accounts$5,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00050
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$12,000192
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$5,000109
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$85,000153
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000227
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$6,261,00052
Number of Managed Accounts$6,150,00036
Personal Trust and Agency Accounts$315,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$129,00027
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$2,789,00022
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$2,802,00028
Number of foundation and endowment trust and agency accounts, managed assets$107,00073
Other Fiduciary Accounts$1,000173
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,789,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$5,277,00013
Number of Non-Managed Accounts$111,000228
Personal Trust and Agency Accounts$5,000411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00058
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$13,000345
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$5,000174
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$88,000198
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000426
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$6,252,00049
Number of Managed Accounts$6,142,00038
Personal Trust and Agency Accounts$313,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00032
Employee Benefit-defined Benefit Accounts$7,00069
Number of other employee benefit and retirement-related accounts$2,805,00023
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$2,788,00028
Number of foundation and endowment trust and agency accounts, managed assets$104,00070
Other Fiduciary Accounts$1,00083
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,805,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$110,000172
Personal Trust and Agency Accounts$5,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00055
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$12,000198
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$6,000110
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$84,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000226
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$6,171,00047
Number of Managed Accounts$6,060,00038
Personal Trust and Agency Accounts$309,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00032
Employee Benefit-defined Benefit Accounts$7,00069
Number of other employee benefit and retirement-related accounts$2,761,00023
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$2,754,00029
Number of foundation and endowment trust and agency accounts, managed assets$103,00071
Other Fiduciary Accounts$1,00091
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,761,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$111,000180
Personal Trust and Agency Accounts$5,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00058
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$12,000221
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$7,000114
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$86,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000262
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$6,101,00048
Number of Managed Accounts$5,987,00037
Personal Trust and Agency Accounts$313,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00033
Employee Benefit-defined Benefit Accounts$7,00069
Number of other employee benefit and retirement-related accounts$2,720,00023
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$2,693,00029
Number of foundation and endowment trust and agency accounts, managed assets$131,00058
Other Fiduciary Accounts$1,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,720,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$114,000173
Personal Trust and Agency Accounts$5,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00061
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$13,000193
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$7,000102
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$89,000149
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000228
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$6,051,00050
Number of Managed Accounts$5,937,00038
Personal Trust and Agency Accounts$315,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00035
Employee Benefit-defined Benefit Accounts$7,00075
Number of other employee benefit and retirement-related accounts$2,707,00023
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$2,665,00031
Number of foundation and endowment trust and agency accounts, managed assets$131,00058
Other Fiduciary Accounts$1,000159
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,707,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$5,017,00014
Number of Non-Managed Accounts$114,000233
Personal Trust and Agency Accounts$6,000401
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00063
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$13,000356
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$7,000155
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$94,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000441
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$6,013,00051
Number of Managed Accounts$5,906,00038
Personal Trust and Agency Accounts$310,000159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00033
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$2,690,00023
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$2,616,00030
Number of foundation and endowment trust and agency accounts, managed assets$169,00046
Other Fiduciary Accounts$1,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,690,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$107,000177
Personal Trust and Agency Accounts$6,000207
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00064
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$11,000211
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$7,000104
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$100,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000243
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$5,982,00051
Number of Managed Accounts$5,880,00038
Personal Trust and Agency Accounts$312,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00034
Employee Benefit-defined Benefit Accounts$7,00071
Number of other employee benefit and retirement-related accounts$2,663,00023
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$2,610,00030
Number of foundation and endowment trust and agency accounts, managed assets$171,00046
Other Fiduciary Accounts$1,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,663,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$102,000193
Personal Trust and Agency Accounts$5,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00069
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$11,000236
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$6,000129
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$105,000143
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000259
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$6,017,00051
Number of Managed Accounts$5,919,00038
Personal Trust and Agency Accounts$319,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00034
Employee Benefit-defined Benefit Accounts$8,00066
Number of other employee benefit and retirement-related accounts$2,661,00023
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$2,643,00030
Number of foundation and endowment trust and agency accounts, managed assets$170,00045
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,661,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$98,000192
Personal Trust and Agency Accounts$3,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00069
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$10,000218
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$7,000106
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$124,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000252
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$5,950,00050
Number of Managed Accounts$5,854,00039
Personal Trust and Agency Accounts$332,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00040
Employee Benefit-defined Benefit Accounts$7,00077
Number of other employee benefit and retirement-related accounts$2,623,00024
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$2,619,00031
Number of foundation and endowment trust and agency accounts, managed assets$171,00046
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,623,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,924,00017
Number of Non-Managed Accounts$96,000267
Personal Trust and Agency Accounts$2,000534
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00073
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$11,000387
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$6,000171
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$126,000168
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000467
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$5,879,00052
Number of Managed Accounts$5,767,00041
Personal Trust and Agency Accounts$335,000152
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$112,00033
Employee Benefit-defined Benefit Accounts$7,00074
Number of other employee benefit and retirement-related accounts$2,580,00024
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$2,560,00032
Number of foundation and endowment trust and agency accounts, managed assets$172,00044
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,580,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$112,000180
Personal Trust and Agency Accounts$3,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00069
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$17,000188
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$14,00078
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$112,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000244
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$5,826,00052
Number of Managed Accounts$5,736,00040
Personal Trust and Agency Accounts$334,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00033
Employee Benefit-defined Benefit Accounts$6,00081
Number of other employee benefit and retirement-related accounts$2,557,00024
Corporate Trust and Agency Accounts$1,00064
Number of managed investment management and investment advisory agency accounts$2,545,00033
Number of foundation and endowment trust and agency accounts, managed assets$172,00044
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,557,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$90,000202
Personal Trust and Agency Accounts$4,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00073
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$14,000212
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$7,000120
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$115,000142
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000252
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$5,791,00051
Number of Managed Accounts$5,701,00041
Personal Trust and Agency Accounts$349,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00036
Employee Benefit-defined Benefit Accounts$26,00035
Number of other employee benefit and retirement-related accounts$2,514,00024
Corporate Trust and Agency Accounts$1,00063
Number of managed investment management and investment advisory agency accounts$2,530,00033
Number of foundation and endowment trust and agency accounts, managed assets$162,00048
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,514,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$90,000204
Personal Trust and Agency Accounts$4,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00074
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$12,000223
Corporate Trust and Agency Accounts$1,000113
Number of investment management and advisory agency accounts, non-managed assets$8,000117
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$97,000153
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000261
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$5,811,00053
Number of Managed Accounts$5,710,00041
Personal Trust and Agency Accounts$349,000154
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00042
Employee Benefit-defined Benefit Accounts$28,00034
Number of other employee benefit and retirement-related accounts$2,541,00024
Corporate Trust and Agency Accounts$1,000114
Number of managed investment management and investment advisory agency accounts$2,532,00033
Number of foundation and endowment trust and agency accounts, managed assets$158,00050
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,490,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,749,00016
Number of Non-Managed Accounts$101,000258
Personal Trust and Agency Accounts$7,000393
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00075
Employee Benefit-defined Benefit Accounts$2,00091
Number non-managed other employee benefit and retirement-related accounts$11,000397
Corporate Trust and Agency Accounts$1,000201
Number of investment management and advisory agency accounts, non-managed assets$9,000146
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$95,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000477
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$5,615,00055
Number of Managed Accounts$5,520,00042
Personal Trust and Agency Accounts$298,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00041
Employee Benefit-defined Benefit Accounts$9,00064
Number of other employee benefit and retirement-related accounts$2,505,00026
Corporate Trust and Agency Accounts$1,00063
Number of managed investment management and investment advisory agency accounts$2,449,00033
Number of foundation and endowment trust and agency accounts, managed assets$157,00050
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,505,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$95,000201
Personal Trust and Agency Accounts$4,000247
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00072
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$10,000234
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$7,000122
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$64,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000272
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,597,00055
Number of Managed Accounts$5,500,00040
Personal Trust and Agency Accounts$304,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00040
Employee Benefit-defined Benefit Accounts$9,00066
Number of other employee benefit and retirement-related accounts$2,485,00025
Corporate Trust and Agency Accounts$1,00062
Number of managed investment management and investment advisory agency accounts$2,447,00033
Number of foundation and endowment trust and agency accounts, managed assets$151,00052
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,485,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$97,000204
Personal Trust and Agency Accounts$5,000236
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00073
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$12,000224
Corporate Trust and Agency Accounts$1,000118
Number of investment management and advisory agency accounts, non-managed assets$7,000119
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$64,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000262
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,558,00057
Number of Managed Accounts$5,466,00040
Personal Trust and Agency Accounts$309,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00038
Employee Benefit-defined Benefit Accounts$8,00073
Number of other employee benefit and retirement-related accounts$2,462,00024
Corporate Trust and Agency Accounts$1,00065
Number of managed investment management and investment advisory agency accounts$2,428,00033
Number of foundation and endowment trust and agency accounts, managed assets$150,00051
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,462,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$92,000206
Personal Trust and Agency Accounts$6,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00074
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$14,000214
Corporate Trust and Agency Accounts$1,000117
Number of investment management and advisory agency accounts, non-managed assets$6,000125
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$65,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000252
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,517,00060
Number of Managed Accounts$5,426,00039
Personal Trust and Agency Accounts$303,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00040
Employee Benefit-defined Benefit Accounts$7,00086
Number of other employee benefit and retirement-related accounts$2,457,00024
Corporate Trust and Agency Accounts$1,000124
Number of managed investment management and investment advisory agency accounts$2,404,00034
Number of foundation and endowment trust and agency accounts, managed assets$154,00048
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,457,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,698,00016
Number of Non-Managed Accounts$91,000282
Personal Trust and Agency Accounts$6,000415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00078
Employee Benefit-defined Benefit Accounts$2,00089
Number non-managed other employee benefit and retirement-related accounts$14,000374
Corporate Trust and Agency Accounts$1,000205
Number of investment management and advisory agency accounts, non-managed assets$5,000185
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$67,000235
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000451
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,486,00057
Number of Managed Accounts$5,403,00039
Personal Trust and Agency Accounts$307,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00039
Employee Benefit-defined Benefit Accounts$5,00093
Number of other employee benefit and retirement-related accounts$2,434,00024
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$2,404,00033
Number of foundation and endowment trust and agency accounts, managed assets$151,00048
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,434,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$83,000210
Personal Trust and Agency Accounts$5,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00079
Employee Benefit-defined Benefit Accounts$2,00081
Number non-managed other employee benefit and retirement-related accounts$11,000230
Corporate Trust and Agency Accounts$1,000117
Number of investment management and advisory agency accounts, non-managed assets$5,000128
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$67,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000265
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,393,00057
Number of Managed Accounts$5,309,00038
Personal Trust and Agency Accounts$311,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00040
Employee Benefit-defined Benefit Accounts$5,00093
Number of other employee benefit and retirement-related accounts$2,407,00024
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$2,335,00032
Number of foundation and endowment trust and agency accounts, managed assets$152,00049
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,407,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$84,000209
Personal Trust and Agency Accounts$6,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00082
Employee Benefit-defined Benefit Accounts$2,00080
Number non-managed other employee benefit and retirement-related accounts$11,000234
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$6,000124
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$67,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000267
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,327,00057
Number of Managed Accounts$5,245,00038
Personal Trust and Agency Accounts$315,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00040
Employee Benefit-defined Benefit Accounts$5,00094
Number of other employee benefit and retirement-related accounts$2,360,00023
Corporate Trust and Agency Accounts$1,00067
Number of managed investment management and investment advisory agency accounts$2,321,00032
Number of foundation and endowment trust and agency accounts, managed assets$144,00050
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,360,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$82,000208
Personal Trust and Agency Accounts$8,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00088
Employee Benefit-defined Benefit Accounts$2,00079
Number non-managed other employee benefit and retirement-related accounts$12,000229
Corporate Trust and Agency Accounts$1,000116
Number of investment management and advisory agency accounts, non-managed assets$6,000119
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$68,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000259
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,249,00057
Number of Managed Accounts$5,169,00037
Personal Trust and Agency Accounts$307,000176
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00045
Employee Benefit-defined Benefit Accounts$3,000136
Number of other employee benefit and retirement-related accounts$2,329,00024
Corporate Trust and Agency Accounts$1,000129
Number of managed investment management and investment advisory agency accounts$2,300,00032
Number of foundation and endowment trust and agency accounts, managed assets$145,00049
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,329,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,531,00015
Number of Non-Managed Accounts$80,000315
Personal Trust and Agency Accounts$6,000420
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00093
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$12,000416
Corporate Trust and Agency Accounts$1,000211
Number of investment management and advisory agency accounts, non-managed assets$6,000172
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$70,000230
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000490
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,174,00057
Number of Managed Accounts$5,094,00036
Personal Trust and Agency Accounts$308,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00045
Employee Benefit-defined Benefit Accounts$3,000124
Number of other employee benefit and retirement-related accounts$2,297,00024
Corporate Trust and Agency Accounts$1,00072
Number of managed investment management and investment advisory agency accounts$2,263,00031
Number of foundation and endowment trust and agency accounts, managed assets$140,00047
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,297,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$80,000218
Personal Trust and Agency Accounts$8,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00090
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$11,000242
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$5,000126
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$65,000193
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000278
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$5,099,00058
Number of Managed Accounts$5,019,00036
Personal Trust and Agency Accounts$311,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00045
Employee Benefit-defined Benefit Accounts$3,000123
Number of other employee benefit and retirement-related accounts$2,251,00023
Corporate Trust and Agency Accounts$1,00070
Number of managed investment management and investment advisory agency accounts$2,234,00030
Number of foundation and endowment trust and agency accounts, managed assets$136,00047
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,251,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$80,000219
Personal Trust and Agency Accounts$8,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00092
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$11,000246
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$5,000126
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$65,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000282
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$5,087,00057
Number of Managed Accounts$5,005,00036
Personal Trust and Agency Accounts$308,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00046
Employee Benefit-defined Benefit Accounts$3,000124
Number of other employee benefit and retirement-related accounts$2,220,00023
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$2,259,00030
Number of foundation and endowment trust and agency accounts, managed assets$130,00053
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,220,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$82,000217
Personal Trust and Agency Accounts$8,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00094
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$13,000233
Corporate Trust and Agency Accounts$1,000123
Number of investment management and advisory agency accounts, non-managed assets$6,000119
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$68,000188
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000268
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$5,089,00053
Number of Managed Accounts$5,008,00036
Personal Trust and Agency Accounts$310,000178
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00076
Employee Benefit-defined Benefit Accounts$3,000136
Number of other employee benefit and retirement-related accounts$2,215,00021
Corporate Trust and Agency Accounts$1,000136
Number of managed investment management and investment advisory agency accounts$2,303,00028
Number of foundation and endowment trust and agency accounts, managed assets$125,00053
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,215,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,373,00015
Number of Non-Managed Accounts$81,000320
Personal Trust and Agency Accounts$7,000418
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000102
Employee Benefit-defined Benefit Accounts$2,00093
Number non-managed other employee benefit and retirement-related accounts$13,000426
Corporate Trust and Agency Accounts$1,000216
Number of investment management and advisory agency accounts, non-managed assets$5,000193
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$65,000253
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000505
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$5,029,00052
Number of Managed Accounts$4,951,00037
Personal Trust and Agency Accounts$307,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00069
Employee Benefit-defined Benefit Accounts$3,000123
Number of other employee benefit and retirement-related accounts$2,181,00023
Corporate Trust and Agency Accounts$1,00074
Number of managed investment management and investment advisory agency accounts$2,285,00028
Number of foundation and endowment trust and agency accounts, managed assets$120,00054
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,181,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$78,000218
Personal Trust and Agency Accounts$6,000227
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00097
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$13,000228
Corporate Trust and Agency Accounts$1,000125
Number of investment management and advisory agency accounts, non-managed assets$5,000125
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$60,000207
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000262
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$4,947,00054
Number of Managed Accounts$4,872,00039
Personal Trust and Agency Accounts$284,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00066
Employee Benefit-defined Benefit Accounts$3,000124
Number of other employee benefit and retirement-related accounts$2,120,00024
Corporate Trust and Agency Accounts$1,00073
Number of managed investment management and investment advisory agency accounts$2,292,00027
Number of foundation and endowment trust and agency accounts, managed assets$113,00056
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,120,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$75,000227
Personal Trust and Agency Accounts$8,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000100
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$13,000228
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$3,000141
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$62,000203
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000261
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$4,908,00056
Number of Managed Accounts$4,836,00039
Personal Trust and Agency Accounts$315,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00065
Employee Benefit-defined Benefit Accounts$3,000126
Number of other employee benefit and retirement-related accounts$2,081,00023
Corporate Trust and Agency Accounts$1,00077
Number of managed investment management and investment advisory agency accounts$2,263,00028
Number of foundation and endowment trust and agency accounts, managed assets$113,00056
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,081,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$72,000237
Personal Trust and Agency Accounts$7,000219
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000103
Employee Benefit-defined Benefit Accounts$2,00087
Number non-managed other employee benefit and retirement-related accounts$12,000238
Corporate Trust and Agency Accounts$1,000131
Number of investment management and advisory agency accounts, non-managed assets$3,000148
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$64,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
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$4,792,00056
Number of Managed Accounts$4,725,00039
Personal Trust and Agency Accounts$317,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00065
Employee Benefit-defined Benefit Accounts$3,000139
Number of other employee benefit and retirement-related accounts$2,013,00023
Corporate Trust and Agency Accounts$1,000138
Number of managed investment management and investment advisory agency accounts$2,216,00028
Number of foundation and endowment trust and agency accounts, managed assets$113,00056
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,013,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,899,00017
Number of Non-Managed Accounts$67,000389
Personal Trust and Agency Accounts$4,000515
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000115
Employee Benefit-defined Benefit Accounts$2,00093
Number non-managed other employee benefit and retirement-related accounts$11,000475
Corporate Trust and Agency Accounts$1,000234
Number of investment management and advisory agency accounts, non-managed assets$3,000228
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$1,000171
Memoranda
Custody and Safekeeping Accounts$67,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000548
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$4,676,00055
Number of Managed Accounts$4,604,00038
Personal Trust and Agency Accounts$309,000174
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00064
Employee Benefit-defined Benefit Accounts$3,000128
Number of other employee benefit and retirement-related accounts$1,945,00022
Corporate Trust and Agency Accounts$1,00072
Number of managed investment management and investment advisory agency accounts$2,172,00029
Number of foundation and endowment trust and agency accounts, managed assets$112,00055
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,945,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$72,000234
Personal Trust and Agency Accounts$8,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000107
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$11,000243
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$4,000143
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$67,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000278
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$4,549,00055
Number of Managed Accounts$4,482,00039
Personal Trust and Agency Accounts$297,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00063
Employee Benefit-defined Benefit Accounts$3,000126
Number of other employee benefit and retirement-related accounts$1,907,00022
Corporate Trust and Agency Accounts$1,00072
Number of managed investment management and investment advisory agency accounts$2,099,00032
Number of foundation and endowment trust and agency accounts, managed assets$112,00054
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,907,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$67,000242
Personal Trust and Agency Accounts$7,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000111
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$11,000245
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$4,000140
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$68,000197
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
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$4,415,00059
Number of Managed Accounts$4,354,00041
Personal Trust and Agency Accounts$314,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00066
Employee Benefit-defined Benefit Accounts$3,000126
Number of other employee benefit and retirement-related accounts$1,835,00023
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$2,029,00033
Number of foundation and endowment trust and agency accounts, managed assets$110,00055
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,835,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$61,000251
Personal Trust and Agency Accounts$4,000246
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000122
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$12,000237
Corporate Trust and Agency Accounts$1,000121
Number of investment management and advisory agency accounts, non-managed assets$4,000141
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$76,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000273
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$4,315,00060
Number of Managed Accounts$4,253,00041
Personal Trust and Agency Accounts$320,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00070
Employee Benefit-defined Benefit Accounts$3,000138
Number of other employee benefit and retirement-related accounts$1,781,00022
Corporate Trust and Agency Accounts$1,000142
Number of managed investment management and investment advisory agency accounts$1,976,00033
Number of foundation and endowment trust and agency accounts, managed assets$110,00055
Other Fiduciary Accounts$1,000188
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,781,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,598,00018
Number of Non-Managed Accounts$62,000413
Personal Trust and Agency Accounts$3,000581
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000133
Employee Benefit-defined Benefit Accounts$2,00097
Number non-managed other employee benefit and retirement-related accounts$12,000462
Corporate Trust and Agency Accounts$1,000237
Number of investment management and advisory agency accounts, non-managed assets$5,000199
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$72,000266
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000548
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$4,258,00060
Number of Managed Accounts$4,236,00042
Personal Trust and Agency Accounts$309,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00042
Employee Benefit-defined Benefit Accounts$5,000101
Number of other employee benefit and retirement-related accounts$1,739,00022
Corporate Trust and Agency Accounts$2,00063
Number of managed investment management and investment advisory agency accounts$1,970,00033
Number of foundation and endowment trust and agency accounts, managed assets$110,00052
Other Fiduciary Accounts$2,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,739,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,000320
Personal Trust and Agency Accounts$3,000260
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$2,00086
Number non-managed other employee benefit and retirement-related accounts$12,000227
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$3,000144
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$69,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000267
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$4,192,00060
Number of Managed Accounts$4,166,00042
Personal Trust and Agency Accounts$314,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00043
Employee Benefit-defined Benefit Accounts$5,000101
Number of other employee benefit and retirement-related accounts$1,701,00020
Corporate Trust and Agency Accounts$2,00068
Number of managed investment management and investment advisory agency accounts$1,936,00032
Number of foundation and endowment trust and agency accounts, managed assets$108,00051
Other Fiduciary Accounts$2,00086
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,701,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000306
Personal Trust and Agency Accounts$3,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$2,00090
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$1,000120
Number of investment management and advisory agency accounts, non-managed assets$6,000120
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$66,000200
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000260
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$4,070,00059
Number of Managed Accounts$4,049,00041
Personal Trust and Agency Accounts$329,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00041
Employee Benefit-defined Benefit Accounts$5,000100
Number of other employee benefit and retirement-related accounts$1,609,00021
Corporate Trust and Agency Accounts$2,00067
Number of managed investment management and investment advisory agency accounts$1,895,00032
Number of foundation and endowment trust and agency accounts, managed assets$109,00052
Other Fiduciary Accounts$2,00086
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,609,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$21,000323
Personal Trust and Agency Accounts$3,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000267
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$11,000237
Corporate Trust and Agency Accounts$1,000119
Number of investment management and advisory agency accounts, non-managed assets$3,000145
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$66,000201
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000282
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$3,967,00062
Number of Managed Accounts$3,948,00042
Personal Trust and Agency Accounts$327,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00042
Employee Benefit-defined Benefit Accounts$4,000128
Number of other employee benefit and retirement-related accounts$1,571,00021
Corporate Trust and Agency Accounts$2,000124
Number of managed investment management and investment advisory agency accounts$1,835,00032
Number of foundation and endowment trust and agency accounts, managed assets$109,00052
Other Fiduciary Accounts$2,000155
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,571,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,312,00020
Number of Non-Managed Accounts$19,000710
Personal Trust and Agency Accounts$1,000740
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000422
Employee Benefit-defined Benefit Accounts$2,00098
Number non-managed other employee benefit and retirement-related accounts$11,000490
Corporate Trust and Agency Accounts$1,000241
Number of investment management and advisory agency accounts, non-managed assets$3,000263
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$66,000285
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000578
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$3,838,00061
Number of Managed Accounts$3,822,00041
Personal Trust and Agency Accounts$336,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00041
Employee Benefit-defined Benefit Accounts$4,000119
Number of other employee benefit and retirement-related accounts$1,508,00021
Corporate Trust and Agency Accounts$2,00062
Number of managed investment management and investment advisory agency accounts$1,763,00032
Number of foundation and endowment trust and agency accounts, managed assets$105,00051
Other Fiduciary Accounts$2,00080
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,508,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,000320
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$1,000106
Number non-managed other employee benefit and retirement-related accounts$11,000229
Corporate Trust and Agency Accounts$1,000114
Number of investment management and advisory agency accounts, non-managed assets$2,000153
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$69,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000268
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$3,733,00064
Number of Managed Accounts$3,717,00042
Personal Trust and Agency Accounts$338,000158
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00043
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$1,470,00021
Corporate Trust and Agency Accounts$2,00061
Number of managed investment management and investment advisory agency accounts$1,698,00033
Number of foundation and endowment trust and agency accounts, managed assets$105,00050
Other Fiduciary Accounts$1,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,418,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,000322
Personal Trust and Agency Accounts$0315
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000263
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$11,000236
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$2,000149
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$70,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000270
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$3,644,00069
Number of Managed Accounts$3,629,00046
Personal Trust and Agency Accounts$335,000154
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00048
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$1,418,00021
Corporate Trust and Agency Accounts$2,00062
Number of managed investment management and investment advisory agency accounts$1,671,00033
Number of foundation and endowment trust and agency accounts, managed assets$106,00050
Other Fiduciary Accounts$2,00079
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,418,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000323
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000261
Employee Benefit-defined Benefit Accounts$1,000108
Number non-managed other employee benefit and retirement-related accounts$11,000233
Corporate Trust and Agency Accounts$1,000122
Number of investment management and advisory agency accounts, non-managed assets$1,000163
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$70,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000272
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$3,529,00075
Number of Managed Accounts$3,515,00047
Personal Trust and Agency Accounts$329,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00053
Employee Benefit-defined Benefit Accounts$5,000116
Number of other employee benefit and retirement-related accounts$1,363,00021
Corporate Trust and Agency Accounts$2,000139
Number of managed investment management and investment advisory agency accounts$1,616,00035
Number of foundation and endowment trust and agency accounts, managed assets$106,00050
Other Fiduciary Accounts$2,000148
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,363,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,651,00027
Number of Non-Managed Accounts$14,000779
Personal Trust and Agency Accounts$0861
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000431
Employee Benefit-defined Benefit Accounts$1,000131
Number non-managed other employee benefit and retirement-related accounts$11,000502
Corporate Trust and Agency Accounts$1,000255
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$70,000280
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000594
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$3,563,00072
Number of Managed Accounts$3,548,00048
Personal Trust and Agency Accounts$330,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00048
Employee Benefit-defined Benefit Accounts$7,00088
Number of other employee benefit and retirement-related accounts$1,337,00024
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$1,592,00037
Number of foundation and endowment trust and agency accounts, managed assets$106,00050
Other Fiduciary Accounts$84,00014
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,337,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000341
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$1,000111
Number non-managed other employee benefit and retirement-related accounts$11,000242
Corporate Trust and Agency Accounts$1,000127
Number of investment management and advisory agency accounts, non-managed assets$1,000159
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$71,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000271
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$3,305,00078
Number of Managed Accounts$3,290,00052
Personal Trust and Agency Accounts$314,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000130
Employee Benefit-defined Benefit Accounts$17,00053
Number of other employee benefit and retirement-related accounts$1,288,00024
Corporate Trust and Agency Accounts$1,00075
Number of managed investment management and investment advisory agency accounts$1,543,00039
Number of foundation and endowment trust and agency accounts, managed assets$106,00050
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,288,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000340
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$1,000112
Number non-managed other employee benefit and retirement-related accounts$13,000233
Corporate Trust and Agency Accounts$1,000129
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$116,000144
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000259
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$3,203,00079
Number of Managed Accounts$3,187,00052
Personal Trust and Agency Accounts$334,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000133
Employee Benefit-defined Benefit Accounts$17,00055
Number of other employee benefit and retirement-related accounts$1,221,00025
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,489,00040
Number of foundation and endowment trust and agency accounts, managed assets$106,00050
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,221,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,000337
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$1,000115
Number non-managed other employee benefit and retirement-related accounts$14,000226
Corporate Trust and Agency Accounts$1,000133
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$114,000148
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000248
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$3,192,00081
Number of Managed Accounts$3,175,00051
Personal Trust and Agency Accounts$343,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00096
Employee Benefit-defined Benefit Accounts$19,00051
Number of other employee benefit and retirement-related accounts$1,199,00025
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$1,479,00038
Number of foundation and endowment trust and agency accounts, managed assets$83,00056
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,199,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,318,00029
Number of Non-Managed Accounts$17,000781
Personal Trust and Agency Accounts$1,000787
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0579
Employee Benefit-defined Benefit Accounts$1,000146
Number non-managed other employee benefit and retirement-related accounts$14,000470
Corporate Trust and Agency Accounts$1,000273
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$78,000279
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000539
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$2,994,00082
Number of Managed Accounts$2,976,00052
Personal Trust and Agency Accounts$338,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00089
Employee Benefit-defined Benefit Accounts$16,00055
Number of other employee benefit and retirement-related accounts$1,122,00026
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,366,00041
Number of foundation and endowment trust and agency accounts, managed assets$82,00059
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,122,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000325
Personal Trust and Agency Accounts$1,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$14,000216
Corporate Trust and Agency Accounts$1,000143
Number of investment management and advisory agency accounts, non-managed assets$2,000135
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$74,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000235
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$2,855,00085
Number of Managed Accounts$2,837,00057
Personal Trust and Agency Accounts$338,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00098
Employee Benefit-defined Benefit Accounts$16,00057
Number of other employee benefit and retirement-related accounts$1,063,00028
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$1,292,00042
Number of foundation and endowment trust and agency accounts, managed assets$84,00054
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,063,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000329
Personal Trust and Agency Accounts$1,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$14,000216
Corporate Trust and Agency Accounts$1,000148
Number of investment management and advisory agency accounts, non-managed assets$2,000133
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$74,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000230
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$2,798,00086
Number of Managed Accounts$2,779,00056
Personal Trust and Agency Accounts$356,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000146
Employee Benefit-defined Benefit Accounts$18,00056
Number of other employee benefit and retirement-related accounts$1,040,00027
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$1,258,00044
Number of foundation and endowment trust and agency accounts, managed assets$89,00053
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,040,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000330
Personal Trust and Agency Accounts$1,000321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$15,000208
Corporate Trust and Agency Accounts$1,000150
Number of investment management and advisory agency accounts, non-managed assets$2,000129
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$79,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000226
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$2,693,00094
Number of Managed Accounts$2,676,00064
Personal Trust and Agency Accounts$352,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000104
Employee Benefit-defined Benefit Accounts$15,00064
Number of other employee benefit and retirement-related accounts$977,00029
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$1,210,00045
Number of foundation and endowment trust and agency accounts, managed assets$76,00059
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$977,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$17,000799
Personal Trust and Agency Accounts$1,000821
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0596
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$15,000466
Corporate Trust and Agency Accounts$1,000310
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$79,000282
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000528
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$2,511,00093
Number of Managed Accounts$2,496,00068
Personal Trust and Agency Accounts$368,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00083
Employee Benefit-defined Benefit Accounts$7,00091
Number of other employee benefit and retirement-related accounts$903,00037
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$1,160,00051
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000328
Personal Trust and Agency Accounts$1,000314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$13,000222
Corporate Trust and Agency Accounts$1,000153
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$80,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,090,00060
Number of Managed Accounts$5,076,00038
Personal Trust and Agency Accounts$3,020,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,00091
Employee Benefit-defined Benefit Accounts$6,00099
Number of other employee benefit and retirement-related accounts$879,00039
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$1,122,00055
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,000342
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$13,000228
Corporate Trust and Agency Accounts$1,000153
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$73,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,364,00094
Number of Managed Accounts$2,349,00071
Personal Trust and Agency Accounts$368,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00091
Employee Benefit-defined Benefit Accounts$5,000114
Number of other employee benefit and retirement-related accounts$841,00039
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$1,082,00057
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000332
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$14,000225
Corporate Trust and Agency Accounts$1,000152
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$75,000206
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,338,000104
Number of Managed Accounts$2,321,00074
Personal Trust and Agency Accounts$369,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00098
Employee Benefit-defined Benefit Accounts$4,000139
Number of other employee benefit and retirement-related accounts$808,00041
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$1,085,00058
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,000803
Personal Trust and Agency Accounts$0952
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0603
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$16,000478
Corporate Trust and Agency Accounts$1,000320
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$76,000291
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,323,00098
Number of Managed Accounts$2,308,00075
Personal Trust and Agency Accounts$378,000159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00092
Employee Benefit-defined Benefit Accounts$6,000108
Number of other employee benefit and retirement-related accounts$787,00039
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$1,085,00055
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000351
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0313
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$14,000240
Corporate Trust and Agency Accounts$1,000165
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$69,000235
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,305,000101
Number of Managed Accounts$2,290,00078
Personal Trust and Agency Accounts$376,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00094
Employee Benefit-defined Benefit Accounts$6,000111
Number of other employee benefit and retirement-related accounts$778,00040
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$1,078,00056
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000356
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$14,000238
Corporate Trust and Agency Accounts$1,000166
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$63,000245
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,259,000106
Number of Managed Accounts$2,241,00080
Personal Trust and Agency Accounts$385,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00098
Employee Benefit-defined Benefit Accounts$4,000121
Number of other employee benefit and retirement-related accounts$743,00040
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$1,061,00058
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000353
Personal Trust and Agency Accounts$3,000307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$14,000238
Corporate Trust and Agency Accounts$1,000169
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$60,000244
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,205,000111
Number of Managed Accounts$2,189,00080
Personal Trust and Agency Accounts$388,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000117
Employee Benefit-defined Benefit Accounts$4,000140
Number of other employee benefit and retirement-related accounts$708,00041
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$1,040,00057
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,000827
Personal Trust and Agency Accounts$0976
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$15,000485
Corporate Trust and Agency Accounts$1,000334
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$61,000346
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,727,000123
Number of Managed Accounts$1,709,00092
Personal Trust and Agency Accounts$375,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000121
Employee Benefit-defined Benefit Accounts$2,000158
Number of other employee benefit and retirement-related accounts$503,00057
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$790,00067
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000339
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$17,000214
Corporate Trust and Agency Accounts$1,000173
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$58,000246
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,638,000132
Number of Managed Accounts$1,620,00096
Personal Trust and Agency Accounts$371,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000122
Employee Benefit-defined Benefit Accounts$2,000161
Number of other employee benefit and retirement-related accounts$472,00059
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$736,00066
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000351
Personal Trust and Agency Accounts$0355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$17,000223
Corporate Trust and Agency Accounts$1,000176
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$57,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,550,000134
Number of Managed Accounts$1,532,00097
Personal Trust and Agency Accounts$362,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000125
Employee Benefit-defined Benefit Accounts$2,000163
Number of other employee benefit and retirement-related accounts$427,00065
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$702,00068
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000348
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0333
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$17,000224
Corporate Trust and Agency Accounts$1,000175
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$55,000258
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,469,000152
Number of Managed Accounts$1,451,000108
Personal Trust and Agency Accounts$367,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000141
Employee Benefit-defined Benefit Accounts$2,000199
Number of other employee benefit and retirement-related accounts$383,00070
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$659,00071
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000820
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0653
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$17,000460
Corporate Trust and Agency Accounts$1,000338
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$58,000362
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,395,000159
Number of Managed Accounts$1,377,000117
Personal Trust and Agency Accounts$365,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000124
Employee Benefit-defined Benefit Accounts$3,000149
Number of other employee benefit and retirement-related accounts$351,00080
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$619,00077
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000342
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$17,000215
Corporate Trust and Agency Accounts$1,000179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$57,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,364,000165
Number of Managed Accounts$1,346,000129
Personal Trust and Agency Accounts$371,000178
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000125
Employee Benefit-defined Benefit Accounts$3,000158
Number of other employee benefit and retirement-related accounts$328,00083
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$602,00081
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000350
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$17,000218
Corporate Trust and Agency Accounts$1,000178
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$58,000246
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,319,000168
Number of Managed Accounts$1,300,000130
Personal Trust and Agency Accounts$371,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000123
Employee Benefit-defined Benefit Accounts$3,000160
Number of other employee benefit and retirement-related accounts$300,00084
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$583,00081
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000348
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$18,000219
Corporate Trust and Agency Accounts$1,000183
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$53,000251
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,288,000177
Number of Managed Accounts$1,268,000135
Personal Trust and Agency Accounts$373,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000143
Employee Benefit-defined Benefit Accounts$3,000201
Number of other employee benefit and retirement-related accounts$288,00090
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$560,00078
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,000819
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$19,000457
Corporate Trust and Agency Accounts$1,000354
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$53,000391
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,278,000167
Number of Managed Accounts$1,259,000128
Personal Trust and Agency Accounts$372,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000126
Employee Benefit-defined Benefit Accounts$3,000160
Number of other employee benefit and retirement-related accounts$278,00085
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$562,00077
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000343
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$18,000211
Corporate Trust and Agency Accounts$1,000182
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$55,000245
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,234,000172
Number of Managed Accounts$1,215,000133
Personal Trust and Agency Accounts$374,000176
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000129
Employee Benefit-defined Benefit Accounts$3,000155
Number of other employee benefit and retirement-related accounts$255,00093
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$538,00078
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000362
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$18,000219
Corporate Trust and Agency Accounts$1,000187
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$58,000244
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,175,000180
Number of Managed Accounts$1,156,000143
Personal Trust and Agency Accounts$379,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000131
Employee Benefit-defined Benefit Accounts$3,000160
Number of other employee benefit and retirement-related accounts$226,000106
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$503,00082
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000365
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$18,000222
Corporate Trust and Agency Accounts$1,000186
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$59,000243
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,156,000196
Number of Managed Accounts$1,136,000145
Personal Trust and Agency Accounts$365,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000146
Employee Benefit-defined Benefit Accounts$3,000203
Number of other employee benefit and retirement-related accounts$219,000113
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$504,00083
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,000840
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0701
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$18,000471
Corporate Trust and Agency Accounts$2,000306
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$60,000377
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,184,000179
Number of Managed Accounts$1,164,000140
Personal Trust and Agency Accounts$392,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000127
Employee Benefit-defined Benefit Accounts$3,000157
Number of other employee benefit and retirement-related accounts$215,000108
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$506,00081
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,000354
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$18,000216
Corporate Trust and Agency Accounts$2,000168
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$66,000245
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,178,000183
Number of Managed Accounts$1,145,000143
Personal Trust and Agency Accounts$396,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000134
Employee Benefit-defined Benefit Accounts$3,000161
Number of other employee benefit and retirement-related accounts$208,000111
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$493,00079
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,000334
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$31,000193
Corporate Trust and Agency Accounts$2,000175
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$66,000247
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,195,000176
Number of Managed Accounts$1,163,000143
Personal Trust and Agency Accounts$408,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000131
Employee Benefit-defined Benefit Accounts$3,000162
Number of other employee benefit and retirement-related accounts$210,000110
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$495,00080
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000342
Personal Trust and Agency Accounts$3,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$27,000202
Corporate Trust and Agency Accounts$2,000180
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$76,000239
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,204,000196
Number of Managed Accounts$1,168,000148
Personal Trust and Agency Accounts$416,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000155
Employee Benefit-defined Benefit Accounts$3,000195
Number of other employee benefit and retirement-related accounts$213,000111
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$489,00084
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000699
Personal Trust and Agency Accounts$5,000646
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0727
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$29,000407
Corporate Trust and Agency Accounts$2,000329
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$98,000291
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,213,000187
Number of Managed Accounts$1,173,000148
Personal Trust and Agency Accounts$403,000188
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000151
Employee Benefit-defined Benefit Accounts$3,000174
Number of other employee benefit and retirement-related accounts$218,00099
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$503,00078
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000338
Personal Trust and Agency Accounts$14,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$26,000217
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$90,000236
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,147,000195
Number of Managed Accounts$1,141,000150
Personal Trust and Agency Accounts$394,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000159
Employee Benefit-defined Benefit Accounts$3,000170
Number of other employee benefit and retirement-related accounts$209,000104
Corporate Trust and Agency Accounts$3,00093
Number of managed investment management and investment advisory agency accounts$488,00082
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,000414
Personal Trust and Agency Accounts$6,000295
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$112,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,158,000203
Number of Managed Accounts$1,155,000153
Personal Trust and Agency Accounts$406,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000178
Employee Benefit-defined Benefit Accounts$3,000172
Number of other employee benefit and retirement-related accounts$216,00099
Corporate Trust and Agency Accounts$2,000107
Number of managed investment management and investment advisory agency accounts$487,00082
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000436
Personal Trust and Agency Accounts$3,000339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$112,000218
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,209,000213
Number of Managed Accounts$1,196,000155
Personal Trust and Agency Accounts$398,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00097
Employee Benefit-defined Benefit Accounts$3,000213
Number of other employee benefit and retirement-related accounts$211,000115
Corporate Trust and Agency Accounts$2,000251
Number of managed investment management and investment advisory agency accounts$476,00088
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,000963
Personal Trust and Agency Accounts$7,000606
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000635
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$5,000680
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$112,000290
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,464,000158
Number of Managed Accounts$1,454,000116
Personal Trust and Agency Accounts$592,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,000101
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$222,000100
Corporate Trust and Agency Accounts$2,000233
Number of managed investment management and investment advisory agency accounts$508,00073
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,000973
Personal Trust and Agency Accounts$5,000647
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000616
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$4,000280
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$122,000248
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA