Home > S&T Bank > Number of Fiduciary and Related Asset Accounts

S&T Bank, Number of Fiduciary and Related Asset Accounts

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$1,079,000235
Number of Managed Accounts$1,044,000198
Personal Trust and Agency Accounts$406,000153
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000252
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$228,000269
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$296,000198
Number of foundation and endowment trust and agency accounts, managed assets$108,00079
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$228,000228
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$35,000445
Personal Trust and Agency Accounts$4,000447
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000197
Employee Benefit-defined Benefit Accounts$7,00094
Number non-managed other employee benefit and retirement-related accounts$19,000328
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$77,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000397
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$1,139,000215
Number of Managed Accounts$1,101,000181
Personal Trust and Agency Accounts$424,000144
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000208
Employee Benefit-defined Benefit Accounts$3,00094
Number of other employee benefit and retirement-related accounts$251,000221
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$303,000181
Number of foundation and endowment trust and agency accounts, managed assets$117,00072
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$251,000187
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000269
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000160
Employee Benefit-defined Benefit Accounts$7,00086
Number non-managed other employee benefit and retirement-related accounts$22,000161
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$85,000168
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000229
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$1,156,000216
Number of Managed Accounts$1,119,000178
Personal Trust and Agency Accounts$424,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000237
Employee Benefit-defined Benefit Accounts$3,00096
Number of other employee benefit and retirement-related accounts$255,000242
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$316,000174
Number of foundation and endowment trust and agency accounts, managed assets$118,00069
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$255,000205
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000310
Personal Trust and Agency Accounts$3,000301
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000177
Employee Benefit-defined Benefit Accounts$7,00093
Number non-managed other employee benefit and retirement-related accounts$22,000218
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$89,000171
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000258
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$1,180,000214
Number of Managed Accounts$1,137,000180
Personal Trust and Agency Accounts$426,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000172
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$266,000192
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$321,000176
Number of foundation and endowment trust and agency accounts, managed assets$118,00074
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$266,000188
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$43,000267
Personal Trust and Agency Accounts$3,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000164
Employee Benefit-defined Benefit Accounts$7,00052
Number non-managed other employee benefit and retirement-related accounts$28,000138
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$87,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000173
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$1,235,000210
Number of Managed Accounts$1,192,000173
Personal Trust and Agency Accounts$448,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$3,000111
Number of other employee benefit and retirement-related accounts$283,000213
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$336,000179
Number of foundation and endowment trust and agency accounts, managed assets$119,00074
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$283,000207
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$43,000424
Personal Trust and Agency Accounts$3,000489
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000223
Employee Benefit-defined Benefit Accounts$5,00065
Number non-managed other employee benefit and retirement-related accounts$31,000212
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$96,000198
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000268
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$1,273,000204
Number of Managed Accounts$1,225,000167
Personal Trust and Agency Accounts$462,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000186
Employee Benefit-defined Benefit Accounts$3,000105
Number of other employee benefit and retirement-related accounts$298,000193
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$337,000178
Number of foundation and endowment trust and agency accounts, managed assets$121,00071
Other Fiduciary Accounts$1,00089
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$298,000188
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000265
Personal Trust and Agency Accounts$3,000257
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000187
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$36,000127
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$88,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000161
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$1,294,000183
Number of Managed Accounts$1,237,000151
Personal Trust and Agency Accounts$468,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000201
Employee Benefit-defined Benefit Accounts$3,00098
Number of other employee benefit and retirement-related accounts$302,000195
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$339,000166
Number of foundation and endowment trust and agency accounts, managed assets$121,00065
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$302,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$57,000251
Personal Trust and Agency Accounts$2,000287
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000200
Employee Benefit-defined Benefit Accounts$5,00056
Number non-managed other employee benefit and retirement-related accounts$46,000114
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$74,000176
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$46,000147
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$1,311,000178
Number of Managed Accounts$1,252,000149
Personal Trust and Agency Accounts$474,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000182
Employee Benefit-defined Benefit Accounts$3,00099
Number of other employee benefit and retirement-related accounts$303,000185
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$346,000165
Number of foundation and endowment trust and agency accounts, managed assets$122,00066
Other Fiduciary Accounts$1,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$303,000179
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$59,000223
Personal Trust and Agency Accounts$2,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000181
Employee Benefit-defined Benefit Accounts$5,00055
Number non-managed other employee benefit and retirement-related accounts$48,000103
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$0187
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$58,000193
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000131
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$1,313,000180
Number of Managed Accounts$1,255,000153
Personal Trust and Agency Accounts$478,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$3,000108
Number of other employee benefit and retirement-related accounts$303,000202
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$345,000167
Number of foundation and endowment trust and agency accounts, managed assets$122,00064
Other Fiduciary Accounts$1,000173
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$303,000195
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$58,000344
Personal Trust and Agency Accounts$2,000504
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000224
Employee Benefit-defined Benefit Accounts$5,00059
Number non-managed other employee benefit and retirement-related accounts$47,000166
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$58,000250
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$47,000213
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$1,319,000176
Number of Managed Accounts$1,260,000152
Personal Trust and Agency Accounts$481,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000184
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$297,000187
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$354,000159
Number of foundation and endowment trust and agency accounts, managed assets$122,00061
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$297,000181
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$59,000225
Personal Trust and Agency Accounts$2,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000184
Employee Benefit-defined Benefit Accounts$5,00057
Number non-managed other employee benefit and retirement-related accounts$48,000104
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$59,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000129
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,353,000174
Number of Managed Accounts$1,290,000152
Personal Trust and Agency Accounts$496,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000190
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$300,000197
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$365,000156
Number of foundation and endowment trust and agency accounts, managed assets$122,00063
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$300,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$63,000239
Personal Trust and Agency Accounts$3,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000204
Employee Benefit-defined Benefit Accounts$5,00061
Number non-managed other employee benefit and retirement-related accounts$50,000109
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$56,000203
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$50,000142
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$1,336,000174
Number of Managed Accounts$1,275,000149
Personal Trust and Agency Accounts$494,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000176
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$291,000192
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$361,000155
Number of foundation and endowment trust and agency accounts, managed assets$122,00063
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$291,000185
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$61,000228
Personal Trust and Agency Accounts$3,000229
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000182
Employee Benefit-defined Benefit Accounts$5,00060
Number non-managed other employee benefit and retirement-related accounts$48,000109
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$55,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000137
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$1,343,000179
Number of Managed Accounts$1,273,000152
Personal Trust and Agency Accounts$489,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000218
Employee Benefit-defined Benefit Accounts$3,000111
Number of other employee benefit and retirement-related accounts$284,000210
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$368,000152
Number of foundation and endowment trust and agency accounts, managed assets$125,00063
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$284,000202
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$70,000313
Personal Trust and Agency Accounts$8,000359
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000224
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$52,000165
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$52,000268
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$49,000225
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$1,317,000176
Number of Managed Accounts$1,246,000153
Personal Trust and Agency Accounts$473,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000181
Employee Benefit-defined Benefit Accounts$3,000100
Number of other employee benefit and retirement-related accounts$279,000192
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$362,000154
Number of foundation and endowment trust and agency accounts, managed assets$125,00060
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$276,000187
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$71,000213
Personal Trust and Agency Accounts$12,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000183
Employee Benefit-defined Benefit Accounts$5,00060
Number non-managed other employee benefit and retirement-related accounts$49,000112
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$48,000201
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$49,000138
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$1,319,000180
Number of Managed Accounts$1,227,000158
Personal Trust and Agency Accounts$460,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000183
Employee Benefit-defined Benefit Accounts$3,000105
Number of other employee benefit and retirement-related accounts$271,000201
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$359,000153
Number of foundation and endowment trust and agency accounts, managed assets$129,00060
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000194
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$92,000208
Personal Trust and Agency Accounts$27,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000208
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$55,000111
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$48,000217
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$49,000152
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$1,322,000175
Number of Managed Accounts$1,199,000155
Personal Trust and Agency Accounts$432,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000162
Employee Benefit-defined Benefit Accounts$2,000120
Number of other employee benefit and retirement-related accounts$262,000193
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$366,000151
Number of foundation and endowment trust and agency accounts, managed assets$131,00058
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$262,000188
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$123,000176
Personal Trust and Agency Accounts$51,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000183
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$65,00091
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$51,000198
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000141
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$1,275,000187
Number of Managed Accounts$1,206,000160
Personal Trust and Agency Accounts$479,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000191
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$275,000208
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$272,000185
Number of foundation and endowment trust and agency accounts, managed assets$163,00049
Other Fiduciary Accounts$8,00079
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$275,000199
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$69,000330
Personal Trust and Agency Accounts$15,000281
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000227
Employee Benefit-defined Benefit Accounts$2,00088
Number non-managed other employee benefit and retirement-related accounts$47,000180
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$48,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$47,000233
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$1,006,000216
Number of Managed Accounts$958,000185
Personal Trust and Agency Accounts$354,000144
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000158
Employee Benefit-defined Benefit Accounts$2,000125
Number of other employee benefit and retirement-related accounts$203,000209
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$261,000187
Number of foundation and endowment trust and agency accounts, managed assets$130,00056
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000205
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000248
Personal Trust and Agency Accounts$3,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000184
Employee Benefit-defined Benefit Accounts$2,00078
Number non-managed other employee benefit and retirement-related accounts$38,000134
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$33,000231
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000164
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$1,033,000217
Number of Managed Accounts$983,000188
Personal Trust and Agency Accounts$366,000144
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000151
Employee Benefit-defined Benefit Accounts$2,000129
Number of other employee benefit and retirement-related accounts$202,000223
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$271,000181
Number of foundation and endowment trust and agency accounts, managed assets$132,00057
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$202,000218
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$50,000262
Personal Trust and Agency Accounts$3,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000187
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$38,000142
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$33,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000181
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$1,028,000218
Number of Managed Accounts$1,013,000184
Personal Trust and Agency Accounts$374,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000106
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$200,000225
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$327,000163
Number of foundation and endowment trust and agency accounts, managed assets$85,00077
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$200,000220
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$3,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000190
Employee Benefit-defined Benefit Accounts$5,00060
Number non-managed other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$68,000181
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
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$1,048,000215
Number of Managed Accounts$1,032,000175
Personal Trust and Agency Accounts$389,000142
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000110
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$203,000232
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$329,000162
Number of foundation and endowment trust and agency accounts, managed assets$85,00076
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000221
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$16,000608
Personal Trust and Agency Accounts$3,000493
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000203
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$0634
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$73,000219
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0671
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$1,067,000204
Number of Managed Accounts$1,050,000171
Personal Trust and Agency Accounts$402,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000105
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$209,000211
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$326,000161
Number of foundation and endowment trust and agency accounts, managed assets$87,00075
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$209,000206
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,000330
Personal Trust and Agency Accounts$3,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000182
Employee Benefit-defined Benefit Accounts$5,00060
Number non-managed other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$70,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
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$1,055,000208
Number of Managed Accounts$1,038,000173
Personal Trust and Agency Accounts$398,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000106
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$203,000216
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$323,000165
Number of foundation and endowment trust and agency accounts, managed assets$87,00074
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000211
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,000331
Personal Trust and Agency Accounts$3,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000183
Employee Benefit-defined Benefit Accounts$5,00065
Number non-managed other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$70,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
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$1,093,000204
Number of Managed Accounts$1,076,000167
Personal Trust and Agency Accounts$412,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000108
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$209,000211
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$339,000159
Number of foundation and endowment trust and agency accounts, managed assets$89,00070
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$209,000203
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,000334
Personal Trust and Agency Accounts$3,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000182
Employee Benefit-defined Benefit Accounts$5,00065
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$70,000182
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0354
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$1,098,000208
Number of Managed Accounts$1,081,000168
Personal Trust and Agency Accounts$411,000142
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000107
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$213,000220
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$338,000158
Number of foundation and endowment trust and agency accounts, managed assets$91,00071
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$213,000214
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$17,000617
Personal Trust and Agency Accounts$4,000470
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000209
Employee Benefit-defined Benefit Accounts$5,00065
Number non-managed other employee benefit and retirement-related accounts$0648
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$69,000232
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0682
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$1,150,000195
Number of Managed Accounts$1,133,000159
Personal Trust and Agency Accounts$437,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,00099
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$228,000196
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$342,000155
Number of foundation and endowment trust and agency accounts, managed assets$98,00067
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$228,000192
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$17,000324
Personal Trust and Agency Accounts$4,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000189
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$71,000180
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0347
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$1,252,000179
Number of Managed Accounts$1,233,000149
Personal Trust and Agency Accounts$468,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,00087
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$245,000187
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$383,000138
Number of foundation and endowment trust and agency accounts, managed assets$103,00064
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$245,000180
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000324
Personal Trust and Agency Accounts$4,000250
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000173
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$73,000175
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
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$1,238,000179
Number of Managed Accounts$1,219,000149
Personal Trust and Agency Accounts$467,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,00090
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$241,000187
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$374,000137
Number of foundation and endowment trust and agency accounts, managed assets$103,00065
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$241,000179
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,000323
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000170
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$73,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0351
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$1,241,000181
Number of Managed Accounts$1,223,000149
Personal Trust and Agency Accounts$475,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00091
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$242,000196
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$367,000141
Number of foundation and endowment trust and agency accounts, managed assets$103,00062
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$242,000184
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$18,000632
Personal Trust and Agency Accounts$3,000524
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000194
Employee Benefit-defined Benefit Accounts$5,00068
Number non-managed other employee benefit and retirement-related accounts$0685
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$73,000226
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0706
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$1,271,000175
Number of Managed Accounts$1,250,000150
Personal Trust and Agency Accounts$490,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00085
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$246,000180
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$375,000136
Number of foundation and endowment trust and agency accounts, managed assets$102,00063
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$238,000176
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$21,000328
Personal Trust and Agency Accounts$3,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000177
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$2,000309
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$1,000110
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$75,000177
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000335
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$1,331,000174
Number of Managed Accounts$1,307,000144
Personal Trust and Agency Accounts$514,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00083
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$258,000175
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$393,000133
Number of foundation and endowment trust and agency accounts, managed assets$103,00063
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$250,000169
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,000323
Personal Trust and Agency Accounts$0327
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000178
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$8,000260
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$1,000114
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$70,000179
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000293
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$1,358,000169
Number of Managed Accounts$1,334,000138
Personal Trust and Agency Accounts$511,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00086
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$266,000168
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$391,000134
Number of foundation and endowment trust and agency accounts, managed assets$123,00054
Other Fiduciary Accounts$3,00090
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$258,000163
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,000321
Personal Trust and Agency Accounts$1,000307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000179
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$8,000256
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$69,000186
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000289
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$1,367,000172
Number of Managed Accounts$1,327,000140
Personal Trust and Agency Accounts$504,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00097
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$270,000171
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$392,000131
Number of foundation and endowment trust and agency accounts, managed assets$123,00054
Other Fiduciary Accounts$3,000137
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$262,000162
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$629,00035
Number of Non-Managed Accounts$40,000491
Personal Trust and Agency Accounts$9,000385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000207
Employee Benefit-defined Benefit Accounts$5,00067
Number non-managed other employee benefit and retirement-related accounts$8,000487
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$8,000148
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$70,000235
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000565
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$1,391,000164
Number of Managed Accounts$1,360,000128
Personal Trust and Agency Accounts$520,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00084
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$278,000160
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$396,000125
Number of foundation and endowment trust and agency accounts, managed assets$122,00053
Other Fiduciary Accounts$3,00088
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$269,000155
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000297
Personal Trust and Agency Accounts$10,000198
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000204
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$9,000246
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$72,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000284
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$1,422,000159
Number of Managed Accounts$1,391,000128
Personal Trust and Agency Accounts$546,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00090
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$276,000163
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$403,000125
Number of foundation and endowment trust and agency accounts, managed assets$123,00051
Other Fiduciary Accounts$3,00089
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$267,000154
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000303
Personal Trust and Agency Accounts$10,000199
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000209
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$9,000245
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$1,000121
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$75,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000285
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$1,541,000150
Number of Managed Accounts$1,514,000118
Personal Trust and Agency Accounts$555,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00083
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$281,000155
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$504,000106
Number of foundation and endowment trust and agency accounts, managed assets$124,00051
Other Fiduciary Accounts$3,00091
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$272,000142
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000316
Personal Trust and Agency Accounts$10,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000209
Employee Benefit-defined Benefit Accounts$1,000110
Number non-managed other employee benefit and retirement-related accounts$10,000247
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$77,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000284
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$1,563,000149
Number of Managed Accounts$1,536,000115
Personal Trust and Agency Accounts$556,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00088
Employee Benefit-defined Benefit Accounts$4,000120
Number of other employee benefit and retirement-related accounts$286,000159
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$518,000103
Number of foundation and endowment trust and agency accounts, managed assets$124,00051
Other Fiduciary Accounts$5,000103
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$276,000147
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$690,00039
Number of Non-Managed Accounts$27,000598
Personal Trust and Agency Accounts$10,000396
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000258
Employee Benefit-defined Benefit Accounts$1,000126
Number non-managed other employee benefit and retirement-related accounts$10,000486
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$76,000242
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000568
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$1,573,000146
Number of Managed Accounts$1,538,000111
Personal Trust and Agency Accounts$556,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00099
Employee Benefit-defined Benefit Accounts$4,000112
Number of other employee benefit and retirement-related accounts$283,000153
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$528,000103
Number of foundation and endowment trust and agency accounts, managed assets$126,00049
Other Fiduciary Accounts$5,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$273,000139
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,000296
Personal Trust and Agency Accounts$11,000199
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000174
Employee Benefit-defined Benefit Accounts$1,000110
Number non-managed other employee benefit and retirement-related accounts$10,000247
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$72,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000285
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$1,581,000142
Number of Managed Accounts$1,546,000109
Personal Trust and Agency Accounts$561,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00090
Employee Benefit-defined Benefit Accounts$5,00096
Number of other employee benefit and retirement-related accounts$293,000147
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$513,000104
Number of foundation and endowment trust and agency accounts, managed assets$128,00047
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$283,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,000293
Personal Trust and Agency Accounts$11,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000174
Employee Benefit-defined Benefit Accounts$1,000111
Number non-managed other employee benefit and retirement-related accounts$10,000251
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$74,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000292
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$1,576,000141
Number of Managed Accounts$1,540,000111
Personal Trust and Agency Accounts$574,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00090
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$295,000144
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$493,000106
Number of foundation and endowment trust and agency accounts, managed assets$131,00046
Other Fiduciary Accounts$3,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$285,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000292
Personal Trust and Agency Accounts$11,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000176
Employee Benefit-defined Benefit Accounts$1,000109
Number non-managed other employee benefit and retirement-related accounts$10,000253
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$76,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000294
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$1,580,000144
Number of Managed Accounts$1,543,000111
Personal Trust and Agency Accounts$594,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00098
Employee Benefit-defined Benefit Accounts$4,000122
Number of other employee benefit and retirement-related accounts$296,000142
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$475,000111
Number of foundation and endowment trust and agency accounts, managed assets$130,00045
Other Fiduciary Accounts$4,000120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$286,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$680,00040
Number of Non-Managed Accounts$37,000529
Personal Trust and Agency Accounts$11,000392
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000205
Employee Benefit-defined Benefit Accounts$1,000126
Number non-managed other employee benefit and retirement-related accounts$11,000480
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$76,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000564
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$2,868,00086
Number of Managed Accounts$2,830,00061
Personal Trust and Agency Accounts$622,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00084
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$309,000123
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$1,719,00034
Number of foundation and endowment trust and agency accounts, managed assets$131,00045
Other Fiduciary Accounts$4,00069
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$296,000118
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000283
Personal Trust and Agency Accounts$11,000199
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000169
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$11,000233
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$76,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000273
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$2,824,00087
Number of Managed Accounts$2,784,00061
Personal Trust and Agency Accounts$622,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00089
Employee Benefit-defined Benefit Accounts$5,000101
Number of other employee benefit and retirement-related accounts$318,000121
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$1,666,00034
Number of foundation and endowment trust and agency accounts, managed assets$131,00045
Other Fiduciary Accounts$3,00076
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$305,000117
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000282
Personal Trust and Agency Accounts$11,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000163
Employee Benefit-defined Benefit Accounts$1,000106
Number non-managed other employee benefit and retirement-related accounts$12,000231
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$76,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000270
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$2,748,00086
Number of Managed Accounts$2,708,00060
Personal Trust and Agency Accounts$610,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00086
Employee Benefit-defined Benefit Accounts$5,000100
Number of other employee benefit and retirement-related accounts$310,000119
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$1,608,00035
Number of foundation and endowment trust and agency accounts, managed assets$131,00045
Other Fiduciary Accounts$4,00077
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$298,000115
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000285
Personal Trust and Agency Accounts$11,000198
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000170
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$12,000232
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$79,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
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$2,745,00087
Number of Managed Accounts$2,704,00059
Personal Trust and Agency Accounts$644,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00093
Employee Benefit-defined Benefit Accounts$5,000110
Number of other employee benefit and retirement-related accounts$319,000116
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$1,560,00035
Number of foundation and endowment trust and agency accounts, managed assets$131,00043
Other Fiduciary Accounts$4,000114
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$305,000107
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$719,00042
Number of Non-Managed Accounts$41,000521
Personal Trust and Agency Accounts$11,000398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000198
Employee Benefit-defined Benefit Accounts$1,000130
Number non-managed other employee benefit and retirement-related accounts$12,000476
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$108,000212
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000563
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$2,643,00087
Number of Managed Accounts$2,612,00061
Personal Trust and Agency Accounts$634,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00080
Employee Benefit-defined Benefit Accounts$4,000119
Number of other employee benefit and retirement-related accounts$313,000112
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$1,486,00035
Number of foundation and endowment trust and agency accounts, managed assets$130,00042
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$313,000100
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000288
Personal Trust and Agency Accounts$11,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000191
Employee Benefit-defined Benefit Accounts$1,000106
Number non-managed other employee benefit and retirement-related accounts$10,000234
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$1,000170
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$108,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$72,000128
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$2,638,00086
Number of Managed Accounts$2,601,00062
Personal Trust and Agency Accounts$640,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00081
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$323,000109
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$1,456,00037
Number of foundation and endowment trust and agency accounts, managed assets$130,00042
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$323,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000281
Personal Trust and Agency Accounts$11,000184
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000188
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$10,000239
Corporate Trust and Agency Accounts$4,000103
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$110,000155
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$74,000134
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$2,634,00086
Number of Managed Accounts$2,591,00062
Personal Trust and Agency Accounts$655,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00082
Employee Benefit-defined Benefit Accounts$6,00093
Number of other employee benefit and retirement-related accounts$335,000100
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,421,00038
Number of foundation and endowment trust and agency accounts, managed assets$124,00046
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$335,00088
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$43,000268
Personal Trust and Agency Accounts$11,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000189
Employee Benefit-defined Benefit Accounts$1,000108
Number non-managed other employee benefit and retirement-related accounts$11,000233
Corporate Trust and Agency Accounts$6,00095
Number of investment management and advisory agency accounts, non-managed assets$5,000117
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$103,000158
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000128
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$2,433,00093
Number of Managed Accounts$2,388,00068
Personal Trust and Agency Accounts$620,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00088
Employee Benefit-defined Benefit Accounts$4,000130
Number of other employee benefit and retirement-related accounts$260,000139
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$1,328,00041
Number of foundation and endowment trust and agency accounts, managed assets$123,00045
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$260,000123
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$685,00046
Number of Non-Managed Accounts$45,000514
Personal Trust and Agency Accounts$8,000442
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000254
Employee Benefit-defined Benefit Accounts$1,000131
Number non-managed other employee benefit and retirement-related accounts$12,000482
Corporate Trust and Agency Accounts$14,000114
Number of investment management and advisory agency accounts, non-managed assets$1,000329
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$79,000266
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$70,000234
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$2,398,00091
Number of Managed Accounts$2,360,00070
Personal Trust and Agency Accounts$625,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00079
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$261,000130
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$1,295,00046
Number of foundation and endowment trust and agency accounts, managed assets$123,00046
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$260,000114
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000284
Personal Trust and Agency Accounts$7,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000194
Employee Benefit-defined Benefit Accounts$1,000111
Number non-managed other employee benefit and retirement-related accounts$13,000230
Corporate Trust and Agency Accounts$7,00097
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$83,000180
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$72,000128
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$2,368,00093
Number of Managed Accounts$2,333,00071
Personal Trust and Agency Accounts$634,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00079
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$262,000131
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,256,00049
Number of foundation and endowment trust and agency accounts, managed assets$124,00045
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$261,000116
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,000295
Personal Trust and Agency Accounts$6,000219
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000195
Employee Benefit-defined Benefit Accounts$1,000112
Number non-managed other employee benefit and retirement-related accounts$13,000233
Corporate Trust and Agency Accounts$5,000103
Number of investment management and advisory agency accounts, non-managed assets$1,000157
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$83,000180
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$72,000126
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$2,361,00092
Number of Managed Accounts$2,327,00070
Personal Trust and Agency Accounts$653,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00080
Employee Benefit-defined Benefit Accounts$4,000119
Number of other employee benefit and retirement-related accounts$266,000123
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$1,227,00048
Number of foundation and endowment trust and agency accounts, managed assets$124,00044
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$265,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$34,000295
Personal Trust and Agency Accounts$5,000231
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000196
Employee Benefit-defined Benefit Accounts$1,000115
Number non-managed other employee benefit and retirement-related accounts$13,000231
Corporate Trust and Agency Accounts$5,000109
Number of investment management and advisory agency accounts, non-managed assets$1,000155
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$89,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000124
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$2,347,00096
Number of Managed Accounts$2,303,00072
Personal Trust and Agency Accounts$663,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00096
Employee Benefit-defined Benefit Accounts$4,000133
Number of other employee benefit and retirement-related accounts$272,000126
Corporate Trust and Agency Accounts$1,000178
Number of managed investment management and investment advisory agency accounts$1,188,00049
Number of foundation and endowment trust and agency accounts, managed assets$123,00042
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000112
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$44,000544
Personal Trust and Agency Accounts$5,000535
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000266
Employee Benefit-defined Benefit Accounts$1,000146
Number non-managed other employee benefit and retirement-related accounts$20,000402
Corporate Trust and Agency Accounts$3,000226
Number of investment management and advisory agency accounts, non-managed assets$1,000324
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$5,000137
Memoranda
Custody and Safekeeping Accounts$85,000263
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$73,000224
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$2,293,00093
Number of Managed Accounts$2,250,00073
Personal Trust and Agency Accounts$664,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00087
Employee Benefit-defined Benefit Accounts$6,00098
Number of other employee benefit and retirement-related accounts$271,000118
Corporate Trust and Agency Accounts$1,00074
Number of managed investment management and investment advisory agency accounts$1,129,00048
Number of foundation and endowment trust and agency accounts, managed assets$126,00043
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$271,000104
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$43,000275
Personal Trust and Agency Accounts$3,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000199
Employee Benefit-defined Benefit Accounts$1,000118
Number non-managed other employee benefit and retirement-related accounts$19,000192
Corporate Trust and Agency Accounts$5,000116
Number of investment management and advisory agency accounts, non-managed assets$1,000145
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$5,00080
Memoranda
Custody and Safekeeping Accounts$85,000173
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$74,000119
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$2,285,00094
Number of Managed Accounts$2,241,00072
Personal Trust and Agency Accounts$674,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00083
Employee Benefit-defined Benefit Accounts$18,00053
Number of other employee benefit and retirement-related accounts$272,000117
Corporate Trust and Agency Accounts$1,00076
Number of managed investment management and investment advisory agency accounts$1,097,00048
Number of foundation and endowment trust and agency accounts, managed assets$126,00042
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$272,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$44,000275
Personal Trust and Agency Accounts$3,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000207
Employee Benefit-defined Benefit Accounts$1,000122
Number non-managed other employee benefit and retirement-related accounts$19,000192
Corporate Trust and Agency Accounts$6,000114
Number of investment management and advisory agency accounts, non-managed assets$1,000148
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$6,00080
Memoranda
Custody and Safekeeping Accounts$86,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000112
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$2,248,00095
Number of Managed Accounts$2,195,00072
Personal Trust and Agency Accounts$676,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00081
Employee Benefit-defined Benefit Accounts$18,00056
Number of other employee benefit and retirement-related accounts$272,000118
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$1,047,00049
Number of foundation and endowment trust and agency accounts, managed assets$129,00039
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$272,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$53,000268
Personal Trust and Agency Accounts$2,000300
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000208
Employee Benefit-defined Benefit Accounts$1,000119
Number non-managed other employee benefit and retirement-related accounts$27,000168
Corporate Trust and Agency Accounts$9,000105
Number of investment management and advisory agency accounts, non-managed assets$1,000147
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$5,00085
Memoranda
Custody and Safekeeping Accounts$83,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$79,000108
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$2,158,000109
Number of Managed Accounts$2,105,00076
Personal Trust and Agency Accounts$683,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00096
Employee Benefit-defined Benefit Accounts$18,00058
Number of other employee benefit and retirement-related accounts$277,000122
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$947,00051
Number of foundation and endowment trust and agency accounts, managed assets$128,00041
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$277,000102
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$690,00049
Number of Non-Managed Accounts$53,000518
Personal Trust and Agency Accounts$2,000738
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000304
Employee Benefit-defined Benefit Accounts$1,000153
Number non-managed other employee benefit and retirement-related accounts$31,000336
Corporate Trust and Agency Accounts$5,000199
Number of investment management and advisory agency accounts, non-managed assets$1,000279
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$6,000133
Memoranda
Custody and Safekeeping Accounts$84,000272
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000205
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$2,138,000104
Number of Managed Accounts$2,087,00077
Personal Trust and Agency Accounts$780,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00078
Employee Benefit-defined Benefit Accounts$8,00081
Number of other employee benefit and retirement-related accounts$281,000109
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$957,00061
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$51,000255
Personal Trust and Agency Accounts$2,000296
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000219
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$31,000164
Corporate Trust and Agency Accounts$6,000117
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$5,00090
Memoranda
Custody and Safekeeping Accounts$85,000184
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$1,615,000129
Number of Managed Accounts$1,561,00096
Personal Trust and Agency Accounts$800,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00077
Employee Benefit-defined Benefit Accounts$10,00073
Number of other employee benefit and retirement-related accounts$281,000109
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$407,000122
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$54,000258
Personal Trust and Agency Accounts$2,000304
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000229
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$34,000165
Corporate Trust and Agency Accounts$5,000122
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,00089
Memoranda
Custody and Safekeeping Accounts$93,000181
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$1,636,000123
Number of Managed Accounts$1,578,00096
Personal Trust and Agency Accounts$810,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00076
Employee Benefit-defined Benefit Accounts$10,00078
Number of other employee benefit and retirement-related accounts$274,000110
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$418,000122
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$58,000251
Personal Trust and Agency Accounts$3,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000226
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$33,000163
Corporate Trust and Agency Accounts$7,000117
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$7,00085
Memoranda
Custody and Safekeeping Accounts$81,000198
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$1,656,000138
Number of Managed Accounts$1,583,000100
Personal Trust and Agency Accounts$819,00085
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00081
Employee Benefit-defined Benefit Accounts$10,00082
Number of other employee benefit and retirement-related accounts$272,000119
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$415,000123
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$73,000448
Personal Trust and Agency Accounts$3,000702
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000314
Employee Benefit-defined Benefit Accounts$2,000143
Number non-managed other employee benefit and retirement-related accounts$38,000329
Corporate Trust and Agency Accounts$15,000137
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$7,000148
Memoranda
Custody and Safekeeping Accounts$93,000251
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$1,647,000127
Number of Managed Accounts$1,578,00096
Personal Trust and Agency Accounts$823,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,00081
Employee Benefit-defined Benefit Accounts$8,00089
Number of other employee benefit and retirement-related accounts$276,000107
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$407,000122
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$69,000252
Personal Trust and Agency Accounts$3,000303
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000229
Employee Benefit-defined Benefit Accounts$2,000114
Number non-managed other employee benefit and retirement-related accounts$39,000169
Corporate Trust and Agency Accounts$8,000121
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$8,00089
Memoranda
Custody and Safekeeping Accounts$90,000194
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$1,666,000130
Number of Managed Accounts$1,595,00099
Personal Trust and Agency Accounts$836,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00084
Employee Benefit-defined Benefit Accounts$8,00091
Number of other employee benefit and retirement-related accounts$275,000110
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$414,000124
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$71,000256
Personal Trust and Agency Accounts$4,000288
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000239
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$40,000168
Corporate Trust and Agency Accounts$8,000121
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,00082
Memoranda
Custody and Safekeeping Accounts$98,000188
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$1,473,000147
Number of Managed Accounts$1,404,000111
Personal Trust and Agency Accounts$668,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00088
Employee Benefit-defined Benefit Accounts$5,000109
Number of other employee benefit and retirement-related accounts$283,000103
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$393,000126
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$69,000260
Personal Trust and Agency Accounts$4,000289
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000244
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$43,000161
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$11,00084
Memoranda
Custody and Safekeeping Accounts$41,000290
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$1,485,000155
Number of Managed Accounts$1,407,000110
Personal Trust and Agency Accounts$671,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,000102
Employee Benefit-defined Benefit Accounts$5,000122
Number of other employee benefit and retirement-related accounts$282,000104
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$394,000125
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$78,000431
Personal Trust and Agency Accounts$4,000662
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000333
Employee Benefit-defined Benefit Accounts$2,000145
Number non-managed other employee benefit and retirement-related accounts$50,000268
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$13,000117
Memoranda
Custody and Safekeeping Accounts$42,000427
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$1,484,000143
Number of Managed Accounts$1,402,000110
Personal Trust and Agency Accounts$673,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00091
Employee Benefit-defined Benefit Accounts$5,000112
Number of other employee benefit and retirement-related accounts$278,00099
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$389,000122
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$82,000231
Personal Trust and Agency Accounts$4,000278
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000246
Employee Benefit-defined Benefit Accounts$2,000119
Number non-managed other employee benefit and retirement-related accounts$52,000136
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$16,00063
Memoranda
Custody and Safekeeping Accounts$43,000276
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$1,466,000148
Number of Managed Accounts$1,383,000115
Personal Trust and Agency Accounts$684,00099
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00097
Employee Benefit-defined Benefit Accounts$5,000119
Number of other employee benefit and retirement-related accounts$259,000103
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$381,000121
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$83,000239
Personal Trust and Agency Accounts$5,000275
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000254
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$52,000143
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$16,00060
Memoranda
Custody and Safekeeping Accounts$44,000278
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$1,521,000137
Number of Managed Accounts$1,382,000111
Personal Trust and Agency Accounts$682,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000100
Employee Benefit-defined Benefit Accounts$5,000120
Number of other employee benefit and retirement-related accounts$258,000100
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$383,000115
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$139,000205
Personal Trust and Agency Accounts$5,000277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000252
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$79,000116
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$45,00039
Memoranda
Custody and Safekeeping Accounts$42,000281
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$1,540,000146
Number of Managed Accounts$1,388,000112
Personal Trust and Agency Accounts$691,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000115
Employee Benefit-defined Benefit Accounts$5,000137
Number of other employee benefit and retirement-related accounts$259,000103
Corporate Trust and Agency Accounts$1,000223
Number of managed investment management and investment advisory agency accounts$379,000121
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$152,000280
Personal Trust and Agency Accounts$5,000634
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000368
Employee Benefit-defined Benefit Accounts$2,000156
Number non-managed other employee benefit and retirement-related accounts$89,000182
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$48,00059
Memoranda
Custody and Safekeeping Accounts$43,000428
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$1,557,000140
Number of Managed Accounts$1,393,000114
Personal Trust and Agency Accounts$701,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000100
Employee Benefit-defined Benefit Accounts$5,000121
Number of other employee benefit and retirement-related accounts$249,000106
Corporate Trust and Agency Accounts$1,00082
Number of managed investment management and investment advisory agency accounts$380,000120
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$164,000197
Personal Trust and Agency Accounts$6,000256
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000241
Employee Benefit-defined Benefit Accounts$2,000131
Number non-managed other employee benefit and retirement-related accounts$93,000109
Corporate Trust and Agency Accounts$2,000165
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$50,00044
Memoranda
Custody and Safekeeping Accounts$43,000267
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$1,586,000143
Number of Managed Accounts$1,417,000117
Personal Trust and Agency Accounts$708,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00098
Employee Benefit-defined Benefit Accounts$5,000130
Number of other employee benefit and retirement-related accounts$255,000103
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$390,000120
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$169,000199
Personal Trust and Agency Accounts$6,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000243
Employee Benefit-defined Benefit Accounts$2,000138
Number non-managed other employee benefit and retirement-related accounts$98,000103
Corporate Trust and Agency Accounts$2,000166
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$50,00045
Memoranda
Custody and Safekeeping Accounts$42,000279
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$1,589,000143
Number of Managed Accounts$1,415,000117
Personal Trust and Agency Accounts$709,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00098
Employee Benefit-defined Benefit Accounts$5,000132
Number of other employee benefit and retirement-related accounts$253,000102
Corporate Trust and Agency Accounts$1,00089
Number of managed investment management and investment advisory agency accounts$389,000120
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$174,000201
Personal Trust and Agency Accounts$6,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000246
Employee Benefit-defined Benefit Accounts$2,000136
Number non-managed other employee benefit and retirement-related accounts$100,000109
Corporate Trust and Agency Accounts$2,000173
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$53,00050
Memoranda
Custody and Safekeeping Accounts$42,000283
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$1,588,000149
Number of Managed Accounts$1,414,000119
Personal Trust and Agency Accounts$719,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000114
Employee Benefit-defined Benefit Accounts$5,000147
Number of other employee benefit and retirement-related accounts$253,000100
Corporate Trust and Agency Accounts$1,000234
Number of managed investment management and investment advisory agency accounts$378,000115
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$174,000274
Personal Trust and Agency Accounts$6,000627
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000330
Employee Benefit-defined Benefit Accounts$2,000173
Number non-managed other employee benefit and retirement-related accounts$101,000182
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$53,00064
Memoranda
Custody and Safekeeping Accounts$42,000448
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$1,584,000138
Number of Managed Accounts$1,397,000116
Personal Trust and Agency Accounts$720,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000102
Employee Benefit-defined Benefit Accounts$5,000130
Number of other employee benefit and retirement-related accounts$246,00093
Corporate Trust and Agency Accounts$1,00091
Number of managed investment management and investment advisory agency accounts$369,000114
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$187,000190
Personal Trust and Agency Accounts$11,000222
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000241
Employee Benefit-defined Benefit Accounts$2,000136
Number non-managed other employee benefit and retirement-related accounts$105,000103
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$57,00044
Memoranda
Custody and Safekeeping Accounts$43,000269
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$1,605,000139
Number of Managed Accounts$1,406,000114
Personal Trust and Agency Accounts$729,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00099
Employee Benefit-defined Benefit Accounts$6,000123
Number of other employee benefit and retirement-related accounts$238,00099
Corporate Trust and Agency Accounts$1,00093
Number of managed investment management and investment advisory agency accounts$372,000112
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$199,000185
Personal Trust and Agency Accounts$11,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000244
Employee Benefit-defined Benefit Accounts$2,000132
Number non-managed other employee benefit and retirement-related accounts$116,00098
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$58,00045
Memoranda
Custody and Safekeeping Accounts$44,000271
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$1,601,000142
Number of Managed Accounts$1,403,000116
Personal Trust and Agency Accounts$736,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000105
Employee Benefit-defined Benefit Accounts$7,000119
Number of other employee benefit and retirement-related accounts$231,000103
Corporate Trust and Agency Accounts$1,00098
Number of managed investment management and investment advisory agency accounts$369,000112
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$198,000189
Personal Trust and Agency Accounts$15,000206
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000250
Employee Benefit-defined Benefit Accounts$2,000134
Number non-managed other employee benefit and retirement-related accounts$110,000102
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$60,00046
Memoranda
Custody and Safekeeping Accounts$43,000277
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$1,602,000151
Number of Managed Accounts$1,393,000121
Personal Trust and Agency Accounts$740,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000127
Employee Benefit-defined Benefit Accounts$6,000137
Number of other employee benefit and retirement-related accounts$224,000111
Corporate Trust and Agency Accounts$1,000234
Number of managed investment management and investment advisory agency accounts$368,000108
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$209,000249
Personal Trust and Agency Accounts$76,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000310
Employee Benefit-defined Benefit Accounts$2,000169
Number non-managed other employee benefit and retirement-related accounts$117,000161
Corporate Trust and Agency Accounts$1,000351
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$42,000457
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$1,588,000142
Number of Managed Accounts$1,374,000118
Personal Trust and Agency Accounts$738,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000107
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$220,000107
Corporate Trust and Agency Accounts$1,00089
Number of managed investment management and investment advisory agency accounts$348,000106
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$214,000182
Personal Trust and Agency Accounts$79,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000241
Employee Benefit-defined Benefit Accounts$2,000138
Number non-managed other employee benefit and retirement-related accounts$121,00095
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$0126
Memoranda
Custody and Safekeeping Accounts$41,000292
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$1,587,000138
Number of Managed Accounts$1,368,000119
Personal Trust and Agency Accounts$738,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000112
Employee Benefit-defined Benefit Accounts$8,000103
Number of other employee benefit and retirement-related accounts$213,000108
Corporate Trust and Agency Accounts$1,00092
Number of managed investment management and investment advisory agency accounts$348,000106
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$219,000184
Personal Trust and Agency Accounts$81,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000247
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$125,00096
Corporate Trust and Agency Accounts$1,000188
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$41,000300
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$1,599,000136
Number of Managed Accounts$1,372,000119
Personal Trust and Agency Accounts$745,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000113
Employee Benefit-defined Benefit Accounts$9,00098
Number of other employee benefit and retirement-related accounts$208,000113
Corporate Trust and Agency Accounts$2,00083
Number of managed investment management and investment advisory agency accounts$348,000106
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$227,000182
Personal Trust and Agency Accounts$100,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000253
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$112,000105
Corporate Trust and Agency Accounts$4,000161
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$70,000250
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$1,580,000151
Number of Managed Accounts$1,346,000127
Personal Trust and Agency Accounts$736,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000130
Employee Benefit-defined Benefit Accounts$9,000111
Number of other employee benefit and retirement-related accounts$199,000125
Corporate Trust and Agency Accounts$2,000219
Number of managed investment management and investment advisory agency accounts$340,000110
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$234,000252
Personal Trust and Agency Accounts$82,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000340
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$137,000152
Corporate Trust and Agency Accounts$3,000298
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$42,000496
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$1,592,000145
Number of Managed Accounts$1,348,000127
Personal Trust and Agency Accounts$747,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000130
Employee Benefit-defined Benefit Accounts$9,000105
Number of other employee benefit and retirement-related accounts$195,000113
Corporate Trust and Agency Accounts$2,00092
Number of managed investment management and investment advisory agency accounts$334,000106
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$244,000188
Personal Trust and Agency Accounts$85,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000260
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$144,00087
Corporate Trust and Agency Accounts$3,000176
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$42,000313
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$1,615,000147
Number of Managed Accounts$1,369,000128
Personal Trust and Agency Accounts$750,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,000128
Employee Benefit-defined Benefit Accounts$8,000112
Number of other employee benefit and retirement-related accounts$199,000111
Corporate Trust and Agency Accounts$1,000109
Number of managed investment management and investment advisory agency accounts$348,000105
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$246,000192
Personal Trust and Agency Accounts$83,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000268
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$145,00091
Corporate Trust and Agency Accounts$7,000147
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$44,000309
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$1,565,000161
Number of Managed Accounts$1,368,000130
Personal Trust and Agency Accounts$758,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000158
Employee Benefit-defined Benefit Accounts$8,000114
Number of other employee benefit and retirement-related accounts$199,000112
Corporate Trust and Agency Accounts$4,00092
Number of managed investment management and investment advisory agency accounts$349,000106
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$197,000226
Personal Trust and Agency Accounts$18,000229
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000225
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$149,00090
Corporate Trust and Agency Accounts$7,000150
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$6,000409
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$1,713,000159
Number of Managed Accounts$1,360,000137
Personal Trust and Agency Accounts$758,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000181
Employee Benefit-defined Benefit Accounts$7,000140
Number of other employee benefit and retirement-related accounts$198,000127
Corporate Trust and Agency Accounts$4,000198
Number of managed investment management and investment advisory agency accounts$343,000114
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$353,000206
Personal Trust and Agency Accounts$166,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000274
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$157,000131
Corporate Trust and Agency Accounts$7,000229
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$14,000732
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$1,681,000142
Number of Managed Accounts$1,358,000126
Personal Trust and Agency Accounts$784,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000172
Employee Benefit-defined Benefit Accounts$6,000147
Number of other employee benefit and retirement-related accounts$180,000126
Corporate Trust and Agency Accounts$4,000188
Number of managed investment management and investment advisory agency accounts$324,000105
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$323,000202
Personal Trust and Agency Accounts$108,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000272
Employee Benefit-defined Benefit Accounts$4,000153
Number non-managed other employee benefit and retirement-related accounts$180,000125
Corporate Trust and Agency Accounts$6,000238
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$13,000691
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