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Santander Bank, N.A., Number of Fiduciary and Related Asset Accounts

2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,115
Fiduciary or related activity$01,054
Number of Fiduciary Accounts and Related Asset Accounts$0457
Number of Managed Accounts$0450
Personal Trust and Agency Accounts$0446
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0231
Number of other employee benefit and retirement-related accounts$0448
Corporate Trust and Agency Accounts$0118
Number of managed investment management and investment advisory agency accounts$0413
Number of foundation and endowment trust and agency accounts, managed assets$0361
Other Fiduciary Accounts$0163
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0392
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0436
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0129
Number non-managed other employee benefit and retirement-related accounts$0392
Corporate Trust and Agency Accounts$0173
Number of investment management and advisory agency accounts, non-managed assets$0294
Number (#) individual retirement, health savings, and other similar accounts$0212
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$0413
Fiduciary Accounts Held in Foreign Offices$038
# of Individual retirement,health savings and similar accounts, non-managed asts$0419
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0376
Personal Trust and Agency Accounts$0382
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0289
Employee Benefit-defined Benefit Accounts$0172
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$0342
Number of foundation and endowment trust and agency accounts, managed assets$0307
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0371
Personal Trust and Agency Accounts$0322
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0303
Corporate Trust and Agency Accounts$0121
Number of investment management and advisory agency accounts, non-managed assets$0259
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0351
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed asts$0355
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,128
Fiduciary or related activity$01,058
Number of Fiduciary Accounts and Related Asset Accounts$01,035
Number of Managed Accounts$0982
Personal Trust and Agency Accounts$0969
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0412
Employee Benefit-defined Benefit Accounts$0229
Number of other employee benefit and retirement-related accounts$0628
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$0613
Number of foundation and endowment trust and agency accounts, managed assets$0500
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0548
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$0825
Personal Trust and Agency Accounts$0637
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0608
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$0626
Fiduciary Accounts Held in Foreign Offices$038
# of Individual retirement,health savings and similar accounts, non-managed asts$0645
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0168
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0333
Number of foundation and endowment trust and agency accounts, managed assets$0298
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0317
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0365
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$0298
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$0340
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,118
Fiduciary or related activity$01,073
Number of Fiduciary Accounts and Related Asset Accounts$0448
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0437
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0433
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$0399
Number of foundation and endowment trust and agency accounts, managed assets$0348
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0385
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0435
Personal Trust and Agency Accounts$0369
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$0382
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$0403
Fiduciary Accounts Held in Foreign Offices$037
# of Individual retirement,health savings and similar accounts, non-managed asts$0412
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,140
Fiduciary or related activity$01,085
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0375
Personal Trust and Agency Accounts$0367
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0171
Number of other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0341
Number of foundation and endowment trust and agency accounts, managed assets$0305
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0231
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0297
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$0348
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,156
Fiduciary or related activity$01,094
Number of Fiduciary Accounts and Related Asset Accounts$01,079
Number of Managed Accounts$01,021
Personal Trust and Agency Accounts$0995
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0390
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$0617
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$0644
Number of foundation and endowment trust and agency accounts, managed assets$0513
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0573
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$0869
Personal Trust and Agency Accounts$0651
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0361
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0590
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$0656
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0641
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,157
Fiduciary or related activity$01,097
Number of Fiduciary Accounts and Related Asset Accounts$0399
Number of Managed Accounts$0389
Personal Trust and Agency Accounts$0378
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0181
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$0357
Number of foundation and endowment trust and agency accounts, managed assets$0319
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0340
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0385
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0247
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$0312
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$0363
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0327
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,125
Fiduciary or related activity$01,066
Number of Fiduciary Accounts and Related Asset Accounts$0430
Number of Managed Accounts$0422
Personal Trust and Agency Accounts$0417
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0285
Employee Benefit-defined Benefit Accounts$0188
Number of other employee benefit and retirement-related accounts$0396
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0397
Number of foundation and endowment trust and agency accounts, managed assets$0337
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0384
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0417
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0267
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0346
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$0398
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0371
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,130
Fiduciary or related activity$01,072
Number of Fiduciary Accounts and Related Asset Accounts$0359
Number of Managed Accounts$0350
Personal Trust and Agency Accounts$0344
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$0329
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0347
Personal Trust and Agency Accounts$0284
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0235
Employee Benefit-defined Benefit Accounts$0119
Number non-managed other employee benefit and retirement-related accounts$0295
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$0336
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0310
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,136
Fiduciary or related activity$01,082
Number of Fiduciary Accounts and Related Asset Accounts$01,066
Number of Managed Accounts$01,005
Personal Trust and Agency Accounts$0986
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0389
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$0603
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$0625
Number of foundation and endowment trust and agency accounts, managed assets$0487
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0553
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$0847
Personal Trust and Agency Accounts$0626
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0355
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$0595
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$0645
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0639
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,156
Fiduciary or related activity$01,101
Number of Fiduciary Accounts and Related Asset Accounts$0343
Number of Managed Accounts$0335
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$0315
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$0312
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0306
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0330
Personal Trust and Agency Accounts$0273
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$0284
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$0319
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0295
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,161
Fiduciary or related activity$01,108
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0401
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$0379
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0320
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0367
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0396
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$0334
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$0376
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,168
Fiduciary or related activity$01,114
Number of Fiduciary Accounts and Related Asset Accounts$0345
Number of Managed Accounts$0337
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$0316
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0309
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0333
Personal Trust and Agency Accounts$0274
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$0290
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$0322
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0299
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,171
Fiduciary or related activity$01,117
Number of Fiduciary Accounts and Related Asset Accounts$01,102
Number of Managed Accounts$01,038
Personal Trust and Agency Accounts$01,013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0401
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0614
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$0638
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0565
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$0874
Personal Trust and Agency Accounts$0649
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0366
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$0604
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$0663
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0642
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,188
Fiduciary or related activity$01,133
Number of Fiduciary Accounts and Related Asset Accounts$0346
Number of Managed Accounts$0338
Personal Trust and Agency Accounts$0337
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0256
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$0320
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0318
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0335
Personal Trust and Agency Accounts$0277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$0293
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$0324
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0304
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,198
Fiduciary or related activity$01,142
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0397
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0373
Number of foundation and endowment trust and agency accounts, managed assets$0314
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0319
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0335
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$0375
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,206
Fiduciary or related activity$01,146
Number of Fiduciary Accounts and Related Asset Accounts$0351
Number of Managed Accounts$0342
Personal Trust and Agency Accounts$0338
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$0323
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$0321
Number of foundation and endowment trust and agency accounts, managed assets$0280
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0338
Personal Trust and Agency Accounts$0279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0296
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$0329
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0309
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,208
Fiduciary or related activity$01,148
Number of Fiduciary Accounts and Related Asset Accounts$01,133
Number of Managed Accounts$01,068
Personal Trust and Agency Accounts$01,041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0411
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0629
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$0653
Number of foundation and endowment trust and agency accounts, managed assets$0485
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0570
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$0902
Personal Trust and Agency Accounts$0670
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0378
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0616
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$0673
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0659
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,228
Fiduciary or related activity$01,167
Number of Fiduciary Accounts and Related Asset Accounts$0357
Number of Managed Accounts$0349
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0259
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0326
Number of foundation and endowment trust and agency accounts, managed assets$0281
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0315
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0341
Personal Trust and Agency Accounts$0282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0301
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$0332
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0314
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,234
Fiduciary or related activity$01,176
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0387
Personal Trust and Agency Accounts$0385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0351
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0381
Personal Trust and Agency Accounts$0311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0263
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$0325
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$0369
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,248
Fiduciary or related activity$01,187
Number of Fiduciary Accounts and Related Asset Accounts$0402
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0389
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0282
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0357
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
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$0372
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,261
Fiduciary or related activity$01,197
Number of Fiduciary Accounts and Related Asset Accounts$01,176
Number of Managed Accounts$01,111
Personal Trust and Agency Accounts$01,083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0425
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$0649
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$0670
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0592
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$0932
Personal Trust and Agency Accounts$0688
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0398
Employee Benefit-defined Benefit Accounts$0168
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$0696
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0671
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,272
Fiduciary or related activity$01,206
Number of Fiduciary Accounts and Related Asset Accounts$0405
Number of Managed Accounts$0396
Personal Trust and Agency Accounts$0393
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0287
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0370
Number of foundation and endowment trust and agency accounts, managed assets$0311
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0388
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
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$0376
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,278
Fiduciary or related activity$01,212
Number of Fiduciary Accounts and Related Asset Accounts$0407
Number of Managed Accounts$0398
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0360
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$0137
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$0379
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,283
Fiduciary or related activity$01,216
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0399
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0358
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$0137
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$0381
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0354
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,294
Fiduciary or related activity$01,226
Number of Fiduciary Accounts and Related Asset Accounts$01,212
Number of Managed Accounts$01,139
Personal Trust and Agency Accounts$01,112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0440
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$0658
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$0685
Number of foundation and endowment trust and agency accounts, managed assets$0492
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0595
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$0965
Personal Trust and Agency Accounts$0719
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$0165
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$0700
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0682
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,315
Fiduciary or related activity$01,245
Number of Fiduciary Accounts and Related Asset Accounts$0401
Number of Managed Accounts$0391
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$0368
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0366
Number of foundation and endowment trust and agency accounts, managed assets$0304
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0354
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$0132
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$0374
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0347
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,324
Fiduciary or related activity$01,254
Number of Fiduciary Accounts and Related Asset Accounts$0403
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0389
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$0370
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0369
Number of foundation and endowment trust and agency accounts, managed assets$0305
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0355
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0386
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
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$0377
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,331
Fiduciary or related activity$01,257
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0396
Personal Trust and Agency Accounts$0392
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assets$0310
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0358
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0388
Personal Trust and Agency Accounts$0320
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
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$0381
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0351
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,344
Fiduciary or related activity$01,266
Number of Fiduciary Accounts and Related Asset Accounts$01,255
Number of Managed Accounts$01,181
Personal Trust and Agency Accounts$01,159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0456
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$0674
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$0706
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0609
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$0999
Personal Trust and Agency Accounts$0737
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$0167
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$0734
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0706
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,357
Fiduciary or related activity$01,276
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0402
Personal Trust and Agency Accounts$0398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0301
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0376
Number of foundation and endowment trust and agency accounts, managed assets$0300
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0357
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0399
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$0334
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$0383
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,364
Fiduciary or related activity$01,280
Number of Fiduciary Accounts and Related Asset Accounts$0419
Number of Managed Accounts$0406
Personal Trust and Agency Accounts$0403
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0378
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assets$0301
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0361
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0404
Personal Trust and Agency Accounts$0327
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0281
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$0386
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,365
Fiduciary or related activity$01,284
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0406
Personal Trust and Agency Accounts$0403
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0380
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0378
Number of foundation and endowment trust and agency accounts, managed assets$0299
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0361
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0403
Personal Trust and Agency Accounts$0326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$0337
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$0386
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0349
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,380
Fiduciary or related activity$01,298
Number of Fiduciary Accounts and Related Asset Accounts$01,287
Number of Managed Accounts$01,209
Personal Trust and Agency Accounts$01,190
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0476
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$0685
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$0726
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0619
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$01,030
Personal Trust and Agency Accounts$0756
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0464
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0702
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$0752
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0731
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,396
Fiduciary or related activity$01,321
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0401
Personal Trust and Agency Accounts$0397
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0374
Number of foundation and endowment trust and agency accounts, managed assets$0296
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0355
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0398
Personal Trust and Agency Accounts$0322
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$0386
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,407
Fiduciary or related activity$01,331
Number of Fiduciary Accounts and Related Asset Accounts$0420
Number of Managed Accounts$0405
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$0378
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$0377
Number of foundation and endowment trust and agency accounts, managed assets$0295
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0351
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0403
Personal Trust and Agency Accounts$0324
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$0391
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,419
Fiduciary or related activity$01,341
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0399
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0310
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0292
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0349
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0403
Personal Trust and Agency Accounts$0326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$0338
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$0387
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0349
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,438
Fiduciary or related activity$01,359
Number of Fiduciary Accounts and Related Asset Accounts$01,347
Number of Managed Accounts$01,260
Personal Trust and Agency Accounts$01,236
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0488
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$0701
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$0749
Number of foundation and endowment trust and agency accounts, managed assets$0495
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0629
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$01,082
Personal Trust and Agency Accounts$0790
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0495
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$0734
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$0775
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0753
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,453
Fiduciary or related activity$01,375
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0399
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$0376
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0293
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0402
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$0336
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$0385
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0343
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,460
Fiduciary or related activity$01,383
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0404
Personal Trust and Agency Accounts$0329
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$0338
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$0386
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0344
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,465
Fiduciary or related activity$01,386
Number of Fiduciary Accounts and Related Asset Accounts$0424
Number of Managed Accounts$0411
Personal Trust and Agency Accounts$0407
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0315
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0381
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assets$0290
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0356
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0408
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0298
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0342
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$0388
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,475
Fiduciary or related activity$01,398
Number of Fiduciary Accounts and Related Asset Accounts$01,388
Number of Managed Accounts$01,300
Personal Trust and Agency Accounts$01,277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0514
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$0717
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$0761
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0636
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$01,110
Personal Trust and Agency Accounts$0821
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0516
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0762
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$0790
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0774
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,490
Fiduciary or related activity$01,408
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0391
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0302
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0360
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0336
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0390
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$0325
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$0369
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,497
Fiduciary or related activity$01,413
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0395
Personal Trust and Agency Accounts$0392
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0326
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$0371
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0400
Personal Trust and Agency Accounts$0395
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$0367
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0324
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$0374
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0335
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
Number of Fiduciary Accounts and Related Asset Accounts$01,418
Number of Managed Accounts$01,332
Personal Trust and Agency Accounts$01,311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0531
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$0725
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$0772
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0635
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$01,135
Personal Trust and Agency Accounts$0849
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0550
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$0765
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$0809
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0778
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,460
Number of Fiduciary Accounts and Related Asset Accounts$0391
Number of Managed Accounts$0377
Personal Trust and Agency Accounts$0375
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0212
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0344
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$0314
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$0356
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,466
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Personal Trust and Agency Accounts$0380
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$0348
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0315
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0289
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0322
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0361
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0323
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,466
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Personal Trust and Agency Accounts$0381
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0213
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0346
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0372
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0361
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
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$10,0001,237
Number of Managed Accounts$10,0001,100
Personal Trust and Agency Accounts$10,0001,050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0548
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$0749
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$0787
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0656
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$01,166
Personal Trust and Agency Accounts$0861
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0562
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$0779
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$0829
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0788
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$19,000401
Number of Managed Accounts$19,000376
Personal Trust and Agency Accounts$19,000361
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0358
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0320
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0395
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
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$45,000401
Number of Managed Accounts$45,000376
Personal Trust and Agency Accounts$45,000348
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0223
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0400
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$1,000366
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
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$66,000397
Number of Managed Accounts$65,000373
Personal Trust and Agency Accounts$63,000342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$1,000358
Corporate Trust and Agency Accounts$1,00076
Number of managed investment management and investment advisory agency accounts$0368
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000321
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,000396
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$1,000319
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$5,000345
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$1,000318
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$98,000825
Number of Managed Accounts$94,000692
Personal Trust and Agency Accounts$92,000506
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0583
Employee Benefit-defined Benefit Accounts$0357
Number of other employee benefit and retirement-related accounts$1,000728
Corporate Trust and Agency Accounts$1,000178
Number of managed investment management and investment advisory agency accounts$0826
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000632
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$4,0001,025
Personal Trust and Agency Accounts$0899
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0579
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$2,000692
Corporate Trust and Agency Accounts$1,000273
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$1,000203
Memoranda
Custody and Safekeeping Accounts$8,000647
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,000737
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$135,000371
Number of Managed Accounts$123,000341
Personal Trust and Agency Accounts$120,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0232
Number of other employee benefit and retirement-related accounts$1,000343
Corporate Trust and Agency Accounts$1,00074
Number of managed investment management and investment advisory agency accounts$1,000350
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,000308
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,000348
Personal Trust and Agency Accounts$1,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$5,000264
Corporate Trust and Agency Accounts$6,000112
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$8,000327
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000280
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$238,000351
Number of Managed Accounts$219,000318
Personal Trust and Agency Accounts$197,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000278
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$2,000340
Corporate Trust and Agency Accounts$2,00064
Number of managed investment management and investment advisory agency accounts$14,000330
Number of foundation and endowment trust and agency accounts, managed assets$3,000232
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,000301
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$1,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000253
Employee Benefit-defined Benefit Accounts$1,000122
Number non-managed other employee benefit and retirement-related accounts$7,000250
Corporate Trust and Agency Accounts$8,000105
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000265
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$498,000305
Number of Managed Accounts$451,000263
Personal Trust and Agency Accounts$289,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000172
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$33,000295
Corporate Trust and Agency Accounts$10,00041
Number of managed investment management and investment advisory agency accounts$90,000266
Number of foundation and endowment trust and agency accounts, managed assets$13,000166
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$33,000262
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000275
Personal Trust and Agency Accounts$1,000321
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000232
Employee Benefit-defined Benefit Accounts$1,000119
Number non-managed other employee benefit and retirement-related accounts$17,000199
Corporate Trust and Agency Accounts$24,00075
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$50,000244
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000222
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$713,000294
Number of Managed Accounts$651,000228
Personal Trust and Agency Accounts$308,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000183
Employee Benefit-defined Benefit Accounts$4,000136
Number of other employee benefit and retirement-related accounts$48,000394
Corporate Trust and Agency Accounts$19,00047
Number of managed investment management and investment advisory agency accounts$230,000183
Number of foundation and endowment trust and agency accounts, managed assets$25,000147
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$48,000334
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$62,000462
Personal Trust and Agency Accounts$1,000821
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000292
Employee Benefit-defined Benefit Accounts$1,000153
Number non-managed other employee benefit and retirement-related accounts$27,000354
Corporate Trust and Agency Accounts$25,000100
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$135,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000406
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$839,000235
Number of Managed Accounts$751,000192
Personal Trust and Agency Accounts$362,000159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000144
Employee Benefit-defined Benefit Accounts$5,000108
Number of other employee benefit and retirement-related accounts$65,000244
Corporate Trust and Agency Accounts$16,00034
Number of managed investment management and investment advisory agency accounts$281,000159
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00079
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$88,000218
Personal Trust and Agency Accounts$1,000314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000161
Employee Benefit-defined Benefit Accounts$2,000106
Number non-managed other employee benefit and retirement-related accounts$38,000154
Corporate Trust and Agency Accounts$26,00076
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$164,000124
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$934,000220
Number of Managed Accounts$832,000177
Personal Trust and Agency Accounts$387,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000153
Employee Benefit-defined Benefit Accounts$5,000112
Number of other employee benefit and retirement-related accounts$87,000225
Corporate Trust and Agency Accounts$18,00035
Number of managed investment management and investment advisory agency accounts$313,000149
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00077
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$102,000217
Personal Trust and Agency Accounts$1,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000153
Employee Benefit-defined Benefit Accounts$2,000107
Number non-managed other employee benefit and retirement-related accounts$45,000145
Corporate Trust and Agency Accounts$26,00076
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$184,000126
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$1,017,000209
Number of Managed Accounts$904,000165
Personal Trust and Agency Accounts$419,000146
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000130
Employee Benefit-defined Benefit Accounts$5,000114
Number of other employee benefit and retirement-related accounts$95,000217
Corporate Trust and Agency Accounts$25,00029
Number of managed investment management and investment advisory agency accounts$329,000143
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00075
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$113,000202
Personal Trust and Agency Accounts$1,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000144
Employee Benefit-defined Benefit Accounts$3,00098
Number non-managed other employee benefit and retirement-related accounts$51,000136
Corporate Trust and Agency Accounts$25,00078
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$198,000129
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$1,083,000216
Number of Managed Accounts$956,000166
Personal Trust and Agency Accounts$441,000142
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000147
Employee Benefit-defined Benefit Accounts$6,000116
Number of other employee benefit and retirement-related accounts$101,000278
Corporate Trust and Agency Accounts$30,00040
Number of managed investment management and investment advisory agency accounts$344,000141
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000129
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$127,000305
Personal Trust and Agency Accounts$1,000853
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000156
Employee Benefit-defined Benefit Accounts$5,000105
Number non-managed other employee benefit and retirement-related accounts$55,000250
Corporate Trust and Agency Accounts$24,000103
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$228,000135
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$1,142,000188
Number of Managed Accounts$1,009,000154
Personal Trust and Agency Accounts$443,000131
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000124
Employee Benefit-defined Benefit Accounts$6,000108
Number of other employee benefit and retirement-related accounts$114,000211
Corporate Trust and Agency Accounts$29,00027
Number of managed investment management and investment advisory agency accounts$382,000131
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00082
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$133,000202
Personal Trust and Agency Accounts$2,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000123
Employee Benefit-defined Benefit Accounts$5,00086
Number non-managed other employee benefit and retirement-related accounts$55,000141
Corporate Trust and Agency Accounts$23,00083
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$228,000122
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$1,160,000187
Number of Managed Accounts$1,026,000154
Personal Trust and Agency Accounts$446,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000121
Employee Benefit-defined Benefit Accounts$6,000111
Number of other employee benefit and retirement-related accounts$113,000215
Corporate Trust and Agency Accounts$31,00028
Number of managed investment management and investment advisory agency accounts$393,000130
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00084
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$134,000203
Personal Trust and Agency Accounts$2,000323
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000129
Employee Benefit-defined Benefit Accounts$5,00090
Number non-managed other employee benefit and retirement-related accounts$56,000139
Corporate Trust and Agency Accounts$21,00086
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$187,000132
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$1,185,000184
Number of Managed Accounts$1,048,000157
Personal Trust and Agency Accounts$452,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000121
Employee Benefit-defined Benefit Accounts$5,000109
Number of other employee benefit and retirement-related accounts$122,000208
Corporate Trust and Agency Accounts$32,00026
Number of managed investment management and investment advisory agency accounts$398,000125
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00088
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$137,000201
Personal Trust and Agency Accounts$2,000326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000125
Employee Benefit-defined Benefit Accounts$6,00090
Number non-managed other employee benefit and retirement-related accounts$57,000139
Corporate Trust and Agency Accounts$21,00086
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$182,000139
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$1,139,000200
Number of Managed Accounts$997,000159
Personal Trust and Agency Accounts$458,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000144
Employee Benefit-defined Benefit Accounts$5,000122
Number of other employee benefit and retirement-related accounts$117,000248
Corporate Trust and Agency Accounts$30,00042
Number of managed investment management and investment advisory agency accounts$352,000137
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$142,000295
Personal Trust and Agency Accounts$2,000777
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,000143
Employee Benefit-defined Benefit Accounts$6,000102
Number non-managed other employee benefit and retirement-related accounts$59,000244
Corporate Trust and Agency Accounts$21,000119
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$178,000168
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$1,167,000180
Number of Managed Accounts$1,021,000155
Personal Trust and Agency Accounts$467,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000123
Employee Benefit-defined Benefit Accounts$6,000105
Number of other employee benefit and retirement-related accounts$120,000200
Corporate Trust and Agency Accounts$27,00031
Number of managed investment management and investment advisory agency accounts$363,000131
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$146,000189
Personal Trust and Agency Accounts$1,000331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000126
Employee Benefit-defined Benefit Accounts$5,00093
Number non-managed other employee benefit and retirement-related accounts$63,000125
Corporate Trust and Agency Accounts$21,00089
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$155,000144
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$1,187,000180
Number of Managed Accounts$1,039,000154
Personal Trust and Agency Accounts$475,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000124
Employee Benefit-defined Benefit Accounts$6,000109
Number of other employee benefit and retirement-related accounts$126,000196
Corporate Trust and Agency Accounts$27,00034
Number of managed investment management and investment advisory agency accounts$367,000127
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$148,000198
Personal Trust and Agency Accounts$1,000342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000131
Employee Benefit-defined Benefit Accounts$5,00099
Number non-managed other employee benefit and retirement-related accounts$63,000130
Corporate Trust and Agency Accounts$21,00090
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$148,000154
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$1,213,000175
Number of Managed Accounts$1,068,000144
Personal Trust and Agency Accounts$513,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000127
Employee Benefit-defined Benefit Accounts$7,00099
Number of other employee benefit and retirement-related accounts$131,000186
Corporate Trust and Agency Accounts$29,00032
Number of managed investment management and investment advisory agency accounts$348,000130
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000102
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$145,000201
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000131
Employee Benefit-defined Benefit Accounts$5,00094
Number non-managed other employee benefit and retirement-related accounts$63,000131
Corporate Trust and Agency Accounts$20,00093
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$157,000146
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$1,234,000185
Number of Managed Accounts$1,085,000146
Personal Trust and Agency Accounts$513,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000143
Employee Benefit-defined Benefit Accounts$7,000119
Number of other employee benefit and retirement-related accounts$133,000208
Corporate Trust and Agency Accounts$37,00043
Number of managed investment management and investment advisory agency accounts$354,000128
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000199
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$149,000284
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000146
Employee Benefit-defined Benefit Accounts$5,000112
Number non-managed other employee benefit and retirement-related accounts$68,000221
Corporate Trust and Agency Accounts$19,000127
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$149,000194
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$1,253,000170
Number of Managed Accounts$1,095,000148
Personal Trust and Agency Accounts$524,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000114
Employee Benefit-defined Benefit Accounts$8,00097
Number of other employee benefit and retirement-related accounts$132,000180
Corporate Trust and Agency Accounts$30,00034
Number of managed investment management and investment advisory agency accounts$351,000126
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00092
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$158,000201
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000126
Employee Benefit-defined Benefit Accounts$5,00098
Number non-managed other employee benefit and retirement-related accounts$73,000124
Corporate Trust and Agency Accounts$17,000105
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,00098
Memoranda
Custody and Safekeeping Accounts$149,000144
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$1,045,000201
Number of Managed Accounts$952,000168
Personal Trust and Agency Accounts$496,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000136
Employee Benefit-defined Benefit Accounts$8,000108
Number of other employee benefit and retirement-related accounts$102,000204
Corporate Trust and Agency Accounts$34,00034
Number of managed investment management and investment advisory agency accounts$275,000164
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000105
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$93,000243
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000141
Employee Benefit-defined Benefit Accounts$5,000109
Number non-managed other employee benefit and retirement-related accounts$19,000214
Corporate Trust and Agency Accounts$14,000119
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000106
Memoranda
Custody and Safekeeping Accounts$104,000184
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$1,070,000195
Number of Managed Accounts$982,000163
Personal Trust and Agency Accounts$503,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000130
Employee Benefit-defined Benefit Accounts$8,000107
Number of other employee benefit and retirement-related accounts$106,000205
Corporate Trust and Agency Accounts$38,00033
Number of managed investment management and investment advisory agency accounts$287,000155
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000122
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$88,000254
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000146
Employee Benefit-defined Benefit Accounts$5,000105
Number non-managed other employee benefit and retirement-related accounts$19,000217
Corporate Trust and Agency Accounts$13,000119
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$103,000187
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$1,069,000207
Number of Managed Accounts$983,000165
Personal Trust and Agency Accounts$494,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000148
Employee Benefit-defined Benefit Accounts$8,000115
Number of other employee benefit and retirement-related accounts$111,000229
Corporate Trust and Agency Accounts$36,00046
Number of managed investment management and investment advisory agency accounts$291,000148
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000252
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$86,000423
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000166
Employee Benefit-defined Benefit Accounts$5,000126
Number non-managed other employee benefit and retirement-related accounts$19,000457
Corporate Trust and Agency Accounts$11,000183
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$97,000268
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$1,097,000187
Number of Managed Accounts$1,008,000155
Personal Trust and Agency Accounts$508,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000127
Employee Benefit-defined Benefit Accounts$8,000105
Number of other employee benefit and retirement-related accounts$118,000173
Corporate Trust and Agency Accounts$36,00032
Number of managed investment management and investment advisory agency accounts$294,000143
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000117
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$89,000252
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000141
Employee Benefit-defined Benefit Accounts$4,000109
Number non-managed other employee benefit and retirement-related accounts$20,000208
Corporate Trust and Agency Accounts$11,000126
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000110
Memoranda
Custody and Safekeeping Accounts$85,000200
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$1,124,000183
Number of Managed Accounts$1,046,000152
Personal Trust and Agency Accounts$515,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00099
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$126,000164
Corporate Trust and Agency Accounts$36,00030
Number of managed investment management and investment advisory agency accounts$298,000140
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000104
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$78,000264
Personal Trust and Agency Accounts$1,000337
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000168
Employee Benefit-defined Benefit Accounts$4,000105
Number non-managed other employee benefit and retirement-related accounts$22,000210
Corporate Trust and Agency Accounts$12,000125
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$2,000109
Memoranda
Custody and Safekeeping Accounts$85,000205
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$1,154,000183
Number of Managed Accounts$1,085,000146
Personal Trust and Agency Accounts$533,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000108
Employee Benefit-defined Benefit Accounts$7,000119
Number of other employee benefit and retirement-related accounts$137,000157
Corporate Trust and Agency Accounts$39,00031
Number of managed investment management and investment advisory agency accounts$308,000136
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000108
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$69,000276
Personal Trust and Agency Accounts$1,000338
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000171
Employee Benefit-defined Benefit Accounts$4,000110
Number non-managed other employee benefit and retirement-related accounts$24,000204
Corporate Trust and Agency Accounts$2,000175
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$91,000200
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$921,000237
Number of Managed Accounts$881,000178
Personal Trust and Agency Accounts$474,000153
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000166
Employee Benefit-defined Benefit Accounts$3,000203
Number of other employee benefit and retirement-related accounts$97,000237
Corporate Trust and Agency Accounts$9,000105
Number of managed investment management and investment advisory agency accounts$240,000176
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000659
Personal Trust and Agency Accounts$3,000722
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000310
Employee Benefit-defined Benefit Accounts$4,000140
Number non-managed other employee benefit and retirement-related accounts$18,000471
Corporate Trust and Agency Accounts$2,000306
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$83,000310
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$923,000219
Number of Managed Accounts$883,000175
Personal Trust and Agency Accounts$495,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000151
Employee Benefit-defined Benefit Accounts$3,000157
Number of other employee benefit and retirement-related accounts$99,000184
Corporate Trust and Agency Accounts$25,00038
Number of managed investment management and investment advisory agency accounts$220,000176
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00088
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000315
Personal Trust and Agency Accounts$2,000316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000228
Employee Benefit-defined Benefit Accounts$4,000112
Number non-managed other employee benefit and retirement-related accounts$18,000216
Corporate Trust and Agency Accounts$2,000168
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$86,000218
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$877,000230
Number of Managed Accounts$838,000182
Personal Trust and Agency Accounts$494,000144
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000159
Employee Benefit-defined Benefit Accounts$3,000161
Number of other employee benefit and retirement-related accounts$78,000203
Corporate Trust and Agency Accounts$18,00040
Number of managed investment management and investment advisory agency accounts$208,000177
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000111
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,000327
Personal Trust and Agency Accounts$1,000339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000233
Employee Benefit-defined Benefit Accounts$2,000142
Number non-managed other employee benefit and retirement-related accounts$20,000222
Corporate Trust and Agency Accounts$2,000175
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$83,000224
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$897,000223
Number of Managed Accounts$860,000177
Personal Trust and Agency Accounts$507,000147
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000160
Employee Benefit-defined Benefit Accounts$5,000128
Number of other employee benefit and retirement-related accounts$80,000201
Corporate Trust and Agency Accounts$6,00062
Number of managed investment management and investment advisory agency accounts$226,000166
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000114
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000333
Personal Trust and Agency Accounts$2,000328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000251
Employee Benefit-defined Benefit Accounts$2,000144
Number non-managed other employee benefit and retirement-related accounts$19,000221
Corporate Trust and Agency Accounts$2,000180
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$87,000225
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$931,000248
Number of Managed Accounts$887,000185
Personal Trust and Agency Accounts$519,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000194
Employee Benefit-defined Benefit Accounts$3,000195
Number of other employee benefit and retirement-related accounts$83,000254
Corporate Trust and Agency Accounts$6,000139
Number of managed investment management and investment advisory agency accounts$239,000168
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000263
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$44,000646
Personal Trust and Agency Accounts$2,000816
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000298
Employee Benefit-defined Benefit Accounts$1,000217
Number non-managed other employee benefit and retirement-related accounts$22,000458
Corporate Trust and Agency Accounts$2,000329
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$83,000322
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$888,000239
Number of Managed Accounts$845,000188
Personal Trust and Agency Accounts$481,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000208
Employee Benefit-defined Benefit Accounts$3,000174
Number of other employee benefit and retirement-related accounts$74,000216
Corporate Trust and Agency Accounts$4,00081
Number of managed investment management and investment advisory agency accounts$257,000145
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$43,000334
Personal Trust and Agency Accounts$8,000267
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000236
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$10,000263
Corporate Trust and Agency Accounts$5,000154
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000137
Memoranda
Custody and Safekeeping Accounts$75,000254
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$951,000231
Number of Managed Accounts$888,000182
Personal Trust and Agency Accounts$504,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000218
Employee Benefit-defined Benefit Accounts$1,000217
Number of other employee benefit and retirement-related accounts$79,000209
Corporate Trust and Agency Accounts$21,00043
Number of managed investment management and investment advisory agency accounts$260,000145
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$63,000314
Personal Trust and Agency Accounts$8,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000224
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$12,000259
Corporate Trust and Agency Accounts$19,000122
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$79,000246
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$997,000230
Number of Managed Accounts$929,000180
Personal Trust and Agency Accounts$525,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000217
Employee Benefit-defined Benefit Accounts$2,000198
Number of other employee benefit and retirement-related accounts$87,000197
Corporate Trust and Agency Accounts$22,00047
Number of managed investment management and investment advisory agency accounts$268,000139
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$68,000309
Personal Trust and Agency Accounts$8,000279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000241
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$12,000263
Corporate Trust and Agency Accounts$29,000117
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$82,000250
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$982,000256
Number of Managed Accounts$911,000189
Personal Trust and Agency Accounts$521,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000304
Employee Benefit-defined Benefit Accounts$1,000329
Number of other employee benefit and retirement-related accounts$90,000247
Corporate Trust and Agency Accounts$22,00077
Number of managed investment management and investment advisory agency accounts$258,000152
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$71,000527
Personal Trust and Agency Accounts$6,000636
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000280
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$14,000527
Corporate Trust and Agency Accounts$29,000138
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$81,000367
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01,869
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
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