Home > SEI Private Trust Company > Number of Fiduciary and Related Asset Accounts

SEI Private Trust Company, Number of Fiduciary and Related Asset Accounts

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$522,000334
Number of Managed Accounts$133,000526
Personal Trust and Agency Accounts$133,000329
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 OfficesNANA
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$389,00097
Personal Trust and Agency Accounts$252,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0355
Employee Benefit-defined Benefit Accounts$116,00017
Number non-managed other employee benefit and retirement-related accounts$16,000316
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$5,00083
Memoranda
Custody and Safekeeping Accounts$781,038,0006
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$315,341,00010
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$517,000279
Number of Managed Accounts$133,000317
Personal Trust and Agency Accounts$133,000262
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 OfficesNANA
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$384,00091
Personal Trust and Agency Accounts$247,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$117,00016
Number non-managed other employee benefit and retirement-related accounts$15,000183
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$5,00058
Memoranda
Custody and Safekeeping Accounts$724,558,0006
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$307,838,00010
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$523,000305
Number of Managed Accounts$128,000381
Personal Trust and Agency Accounts$128,000301
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 OfficesNANA
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$395,00091
Personal Trust and Agency Accounts$253,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$120,00016
Number non-managed other employee benefit and retirement-related accounts$16,000197
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$6,00054
Memoranda
Custody and Safekeeping Accounts$726,742,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$306,493,00010
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$551,000272
Number of Managed Accounts$88,000326
Personal Trust and Agency Accounts$88,000293
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 OfficesNANA
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$463,00085
Personal Trust and Agency Accounts$312,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$127,00017
Number non-managed other employee benefit and retirement-related accounts$18,000173
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$6,00052
Memoranda
Custody and Safekeeping Accounts$685,598,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$295,587,00010
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$548,000317
Number of Managed Accounts$82,000591
Personal Trust and Agency Accounts$82,000447
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 OfficesNANA
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$466,00093
Personal Trust and Agency Accounts$314,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0366
Employee Benefit-defined Benefit Accounts$128,00017
Number non-managed other employee benefit and retirement-related accounts$18,000307
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$6,00085
Memoranda
Custody and Safekeeping Accounts$670,254,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$285,144,00010
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$550,000271
Number of Managed Accounts$89,000326
Personal Trust and Agency Accounts$89,000296
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 OfficesNANA
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$461,00085
Personal Trust and Agency Accounts$304,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$132,00017
Number non-managed other employee benefit and retirement-related accounts$19,000174
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$6,00053
Memoranda
Custody and Safekeeping Accounts$658,281,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$278,003,00010
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$556,000296
Number of Managed Accounts$92,000383
Personal Trust and Agency Accounts$92,000335
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 OfficesNANA
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$464,00088
Personal Trust and Agency Accounts$305,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$134,00017
Number non-managed other employee benefit and retirement-related accounts$19,000190
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$6,00058
Memoranda
Custody and Safekeeping Accounts$656,586,0006
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$275,387,00011
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$566,000269
Number of Managed Accounts$94,000330
Personal Trust and Agency Accounts$94,000291
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 OfficesNANA
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$472,00083
Personal Trust and Agency Accounts$298,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$145,00016
Number non-managed other employee benefit and retirement-related accounts$23,000164
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$6,00055
Memoranda
Custody and Safekeeping Accounts$639,096,0006
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$256,497,00011
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$566,000312
Number of Managed Accounts$93,000591
Personal Trust and Agency Accounts$93,000425
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 OfficesNANA
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$473,00093
Personal Trust and Agency Accounts$297,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0378
Employee Benefit-defined Benefit Accounts$143,00017
Number non-managed other employee benefit and retirement-related accounts$23,000284
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$10,00068
Memoranda
Custody and Safekeeping Accounts$663,910,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$267,099,00010
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$574,000266
Number of Managed Accounts$95,000336
Personal Trust and Agency Accounts$95,000297
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 OfficesNANA
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$479,00086
Personal Trust and Agency Accounts$301,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$149,00015
Number non-managed other employee benefit and retirement-related accounts$23,000167
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$6,00057
Memoranda
Custody and Safekeeping Accounts$656,502,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$265,245,00010
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$589,000284
Number of Managed Accounts$98,000373
Personal Trust and Agency Accounts$98,000322
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 OfficesNANA
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$491,00088
Personal Trust and Agency Accounts$312,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0263
Employee Benefit-defined Benefit Accounts$149,00016
Number non-managed other employee benefit and retirement-related accounts$24,000175
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$6,00062
Memoranda
Custody and Safekeeping Accounts$635,282,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$245,501,00010
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$575,000289
Number of Managed Accounts$98,000378
Personal Trust and Agency Accounts$98,000326
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 OfficesNANA
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$477,00091
Personal Trust and Agency Accounts$300,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$148,00015
Number non-managed other employee benefit and retirement-related accounts$23,000182
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$6,00064
Memoranda
Custody and Safekeeping Accounts$682,184,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$257,488,0009
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$566,000317
Number of Managed Accounts$97,000598
Personal Trust and Agency Accounts$97,000425
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 OfficesNANA
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$469,000101
Personal Trust and Agency Accounts$288,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0398
Employee Benefit-defined Benefit Accounts$151,00015
Number non-managed other employee benefit and retirement-related accounts$24,000292
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$6,00092
Memoranda
Custody and Safekeeping Accounts$651,184,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$237,825,0008
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$558,000290
Number of Managed Accounts$96,000378
Personal Trust and Agency Accounts$96,000327
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 OfficesNANA
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$462,00093
Personal Trust and Agency Accounts$278,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$153,00015
Number non-managed other employee benefit and retirement-related accounts$25,000173
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$6,00063
Memoranda
Custody and Safekeeping Accounts$652,922,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$232,745,0008
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$557,000292
Number of Managed Accounts$95,000383
Personal Trust and Agency Accounts$95,000330
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 OfficesNANA
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$462,00092
Personal Trust and Agency Accounts$274,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$157,00016
Number non-managed other employee benefit and retirement-related accounts$25,000168
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$6,00064
Memoranda
Custody and Safekeeping Accounts$643,948,0003
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$227,379,0007
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$546,000295
Number of Managed Accounts$93,000384
Personal Trust and Agency Accounts$93,000330
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 OfficesNANA
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$453,00094
Personal Trust and Agency Accounts$264,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$158,00014
Number non-managed other employee benefit and retirement-related accounts$25,000172
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$6,00063
Memoranda
Custody and Safekeeping Accounts$683,020,0003
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$253,933,0007
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$544,000325
Number of Managed Accounts$94,000617
Personal Trust and Agency Accounts$94,000443
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 OfficesNANA
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$450,000102
Personal Trust and Agency Accounts$259,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$159,00015
Number non-managed other employee benefit and retirement-related accounts$26,000283
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$6,00092
Memoranda
Custody and Safekeeping Accounts$615,878,0003
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$211,879,0008
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$559,000286
Number of Managed Accounts$94,000380
Personal Trust and Agency Accounts$94,000327
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 OfficesNANA
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$465,00091
Personal Trust and Agency Accounts$262,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$170,00013
Number non-managed other employee benefit and retirement-related accounts$27,000162
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$6,00067
Memoranda
Custody and Safekeeping Accounts$604,712,0003
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$245,824,0007
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$571,000287
Number of Managed Accounts$97,000380
Personal Trust and Agency Accounts$97,000325
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 OfficesNANA
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$474,00088
Personal Trust and Agency Accounts$266,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$175,00013
Number non-managed other employee benefit and retirement-related accounts$27,000164
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$6,00067
Memoranda
Custody and Safekeeping Accounts$568,145,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$197,097,0008
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$585,000285
Number of Managed Accounts$97,000382
Personal Trust and Agency Accounts$97,000324
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 OfficesNANA
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$488,00086
Personal Trust and Agency Accounts$277,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$177,00013
Number non-managed other employee benefit and retirement-related accounts$28,000161
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$6,00070
Memoranda
Custody and Safekeeping Accounts$560,156,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$191,845,0008
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$585,000311
Number of Managed Accounts$99,000620
Personal Trust and Agency Accounts$99,000430
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 OfficesNANA
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$486,00098
Personal Trust and Agency Accounts$277,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$176,00015
Number non-managed other employee benefit and retirement-related accounts$28,000282
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$5,000107
Memoranda
Custody and Safekeeping Accounts$555,557,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$187,631,0007
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$577,000291
Number of Managed Accounts$100,000382
Personal Trust and Agency Accounts$100,000328
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 OfficesNANA
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$477,00092
Personal Trust and Agency Accounts$268,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$178,00014
Number non-managed other employee benefit and retirement-related accounts$26,000173
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$5,00068
Memoranda
Custody and Safekeeping Accounts$543,854,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$193,946,0007
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$577,000289
Number of Managed Accounts$102,000384
Personal Trust and Agency Accounts$102,000329
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 OfficesNANA
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$475,00091
Personal Trust and Agency Accounts$264,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0281
Employee Benefit-defined Benefit Accounts$179,00014
Number non-managed other employee benefit and retirement-related accounts$27,000175
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$5,00067
Memoranda
Custody and Safekeeping Accounts$537,120,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$176,104,0008
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$567,000292
Number of Managed Accounts$103,000384
Personal Trust and Agency Accounts$103,000327
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 OfficesNANA
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$464,00095
Personal Trust and Agency Accounts$254,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$182,00014
Number non-managed other employee benefit and retirement-related accounts$23,000189
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$5,00066
Memoranda
Custody and Safekeeping Accounts$529,497,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$170,810,0008
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$569,000317
Number of Managed Accounts$105,000613
Personal Trust and Agency Accounts$105,000418
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 OfficesNANA
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$464,000105
Personal Trust and Agency Accounts$254,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0464
Employee Benefit-defined Benefit Accounts$180,00015
Number non-managed other employee benefit and retirement-related accounts$26,000308
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$4,000115
Memoranda
Custody and Safekeeping Accounts$521,764,0003
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$165,463,0009
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$566,000291
Number of Managed Accounts$104,000379
Personal Trust and Agency Accounts$104,000323
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 OfficesNANA
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$462,00097
Personal Trust and Agency Accounts$250,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$183,00015
Number non-managed other employee benefit and retirement-related accounts$26,000170
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$3,00078
Memoranda
Custody and Safekeeping Accounts$512,695,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$159,147,00010
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$571,000290
Number of Managed Accounts$108,000381
Personal Trust and Agency Accounts$108,000321
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 OfficesNANA
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$463,00098
Personal Trust and Agency Accounts$251,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$181,00016
Number non-managed other employee benefit and retirement-related accounts$27,000165
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$4,00075
Memoranda
Custody and Safekeeping Accounts$523,602,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$162,152,00010
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$579,000291
Number of Managed Accounts$107,000380
Personal Trust and Agency Accounts$107,000321
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 OfficesNANA
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$472,000101
Personal Trust and Agency Accounts$260,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$181,00016
Number non-managed other employee benefit and retirement-related accounts$27,000171
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$4,00073
Memoranda
Custody and Safekeeping Accounts$515,930,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$158,832,00010
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$577,000317
Number of Managed Accounts$108,000621
Personal Trust and Agency Accounts$108,000421
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 OfficesNANA
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$469,000112
Personal Trust and Agency Accounts$255,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0495
Employee Benefit-defined Benefit Accounts$183,00017
Number non-managed other employee benefit and retirement-related accounts$27,000320
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$4,000125
Memoranda
Custody and Safekeeping Accounts$499,745,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$161,567,0009
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$568,000298
Number of Managed Accounts$108,000381
Personal Trust and Agency Accounts$108,000318
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 OfficesNANA
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$460,00097
Personal Trust and Agency Accounts$244,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$185,00019
Number non-managed other employee benefit and retirement-related accounts$27,000175
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$4,00075
Memoranda
Custody and Safekeeping Accounts$479,241,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$151,959,00010
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$580,000297
Number of Managed Accounts$111,000382
Personal Trust and Agency Accounts$111,000317
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 OfficesNANA
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$469,00097
Personal Trust and Agency Accounts$245,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$191,00020
Number non-managed other employee benefit and retirement-related accounts$28,000171
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$4,00074
Memoranda
Custody and Safekeeping Accounts$467,417,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$144,261,00010
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$679,000276
Number of Managed Accounts$115,000385
Personal Trust and Agency Accounts$115,000316
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 OfficesNANA
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$564,00090
Personal Trust and Agency Accounts$255,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00075
Employee Benefit-defined Benefit Accounts$190,00020
Number non-managed other employee benefit and retirement-related accounts$35,000155
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$4,00078
Memoranda
Custody and Safekeeping Accounts$457,654,0004
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$138,211,00011
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$692,000289
Number of Managed Accounts$122,000612
Personal Trust and Agency Accounts$122,000391
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 OfficesNANA
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$570,00099
Personal Trust and Agency Accounts$240,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00075
Employee Benefit-defined Benefit Accounts$193,00017
Number non-managed other employee benefit and retirement-related accounts$39,000265
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$3,000135
Memoranda
Custody and Safekeeping Accounts$448,653,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$132,235,00012
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$710,000262
Number of Managed Accounts$125,000361
Personal Trust and Agency Accounts$125,000303
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 OfficesNANA
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$585,00086
Personal Trust and Agency Accounts$245,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00072
Employee Benefit-defined Benefit Accounts$196,00016
Number non-managed other employee benefit and retirement-related accounts$41,000146
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$4,00073
Memoranda
Custody and Safekeeping Accounts$429,080,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$100,679,00013
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$715,000258
Number of Managed Accounts$128,000361
Personal Trust and Agency Accounts$128,000304
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 OfficesNANA
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$587,00086
Personal Trust and Agency Accounts$243,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00071
Employee Benefit-defined Benefit Accounts$197,00016
Number non-managed other employee benefit and retirement-related accounts$40,000152
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$5,00072
Memoranda
Custody and Safekeeping Accounts$421,352,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$100,073,00013
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,130,000106
Number of Managed Accounts$191,000351
Personal Trust and Agency Accounts$191,000248
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 OfficesNANA
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$1,939,00051
Personal Trust and Agency Accounts$544,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00043
Employee Benefit-defined Benefit Accounts$1,088,0005
Number non-managed other employee benefit and retirement-related accounts$73,000117
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$3,00084
Memoranda
Custody and Safekeeping Accounts$404,686,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$132,271,00013
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,186,000107
Number of Managed Accounts$147,000563
Personal Trust and Agency Accounts$147,000344
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 OfficesNANA
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$2,039,00050
Personal Trust and Agency Accounts$520,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$346,00030
Employee Benefit-defined Benefit Accounts$1,097,0005
Number non-managed other employee benefit and retirement-related accounts$73,000185
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$3,000140
Memoranda
Custody and Safekeeping Accounts$391,569,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$125,597,00012
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,259,000167
Number of Managed Accounts$173,000343
Personal Trust and Agency Accounts$173,000251
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 OfficesNANA
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$1,086,00061
Personal Trust and Agency Accounts$354,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00037
Employee Benefit-defined Benefit Accounts$462,0009
Number non-managed other employee benefit and retirement-related accounts$22,000184
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$594,033,0005
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,742,00023
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,212,00037
Number of Managed Accounts$247,000321
Personal Trust and Agency Accounts$247,000207
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 OfficesNANA
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$7,965,00023
Personal Trust and Agency Accounts$230,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,758,0005
Employee Benefit-defined Benefit Accounts$1,052,0005
Number non-managed other employee benefit and retirement-related accounts$925,00021
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$159,548,0009
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,726,00022
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,191,00038
Number of Managed Accounts$243,000320
Personal Trust and Agency Accounts$241,000205
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$2,00079
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
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$7,948,00023
Personal Trust and Agency Accounts$247,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,507,0006
Employee Benefit-defined Benefit Accounts$1,060,0005
Number non-managed other employee benefit and retirement-related accounts$1,134,00019
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$154,971,0009
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$2,544,00021
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$8,537,00038
Number of Managed Accounts$273,000406
Personal Trust and Agency Accounts$271,000201
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$2,000148
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$8,264,00022
Personal Trust and Agency Accounts$288,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,767,0005
Employee Benefit-defined Benefit Accounts$1,042,0005
Number non-managed other employee benefit and retirement-related accounts$1,167,00021
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$155,997,00010
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$8,411,00039
Number of Managed Accounts$240,000319
Personal Trust and Agency Accounts$238,000210
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$2,00075
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$8,171,00021
Personal Trust and Agency Accounts$276,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,686,0005
Employee Benefit-defined Benefit Accounts$1,031,0005
Number non-managed other employee benefit and retirement-related accounts$1,178,00018
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$149,930,00011
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$8,304,00040
Number of Managed Accounts$236,000323
Personal Trust and Agency Accounts$234,000213
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$2,00078
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$8,068,00022
Personal Trust and Agency Accounts$279,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,705,0005
Employee Benefit-defined Benefit Accounts$905,0005
Number non-managed other employee benefit and retirement-related accounts$1,179,00017
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$145,499,00010
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$8,680,00037
Number of Managed Accounts$250,000325
Personal Trust and Agency Accounts$247,000204
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$0363
Corporate Trust and Agency Accounts$094
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$3,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
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$8,430,00022
Personal Trust and Agency Accounts$288,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,076,0005
Employee Benefit-defined Benefit Accounts$971,0005
Number non-managed other employee benefit and retirement-related accounts$1,095,00018
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$143,557,00010
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0324
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$9,267,00037
Number of Managed Accounts$452,000299
Personal Trust and Agency Accounts$449,000129
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$0767
Corporate Trust and Agency Accounts$0246
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$3,000140
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$079
Number of Non-Managed Accounts$8,815,00021
Personal Trust and Agency Accounts$417,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,233,0005
Employee Benefit-defined Benefit Accounts$1,002,0004
Number non-managed other employee benefit and retirement-related accounts$1,163,00022
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$163,872,00010
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0798
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$9,287,00036
Number of Managed Accounts$445,000261
Personal Trust and Agency Accounts$442,000128
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$0349
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0354
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$3,00071
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0312
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,842,00020
Personal Trust and Agency Accounts$372,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,305,0005
Employee Benefit-defined Benefit Accounts$949,0004
Number non-managed other employee benefit and retirement-related accounts$1,216,00018
Corporate Trust and Agency Accounts$0159
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$159,496,00010
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0306
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$9,687,00036
Number of Managed Accounts$425,000272
Personal Trust and Agency Accounts$422,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$0356
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,262,00021
Personal Trust and Agency Accounts$364,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,470,0005
Employee Benefit-defined Benefit Accounts$926,0005
Number non-managed other employee benefit and retirement-related accounts$1,502,00019
Corporate Trust and Agency Accounts$0164
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$156,339,00010
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
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$9,925,00037
Number of Managed Accounts$388,000281
Personal Trust and Agency Accounts$385,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
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$9,537,00021
Personal Trust and Agency Accounts$373,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,731,0005
Employee Benefit-defined Benefit Accounts$873,0005
Number non-managed other employee benefit and retirement-related accounts$1,560,00019
Corporate Trust and Agency Accounts$0163
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$168,464,0009
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$10,514,00038
Number of Managed Accounts$406,000326
Personal Trust and Agency Accounts$403,000149
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0604
Employee Benefit-defined Benefit Accounts$0372
Number of other employee benefit and retirement-related accounts$0788
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$0836
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$3,000146
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0655
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$10,108,00022
Personal Trust and Agency Accounts$389,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,179,0005
Employee Benefit-defined Benefit Accounts$869,0007
Number non-managed other employee benefit and retirement-related accounts$1,671,00021
Corporate Trust and Agency Accounts$0372
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$172,295,0009
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0800
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$10,485,00040
Number of Managed Accounts$385,000279
Personal Trust and Agency Accounts$382,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$0353
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$10,100,00023
Personal Trust and Agency Accounts$351,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,197,0005
Employee Benefit-defined Benefit Accounts$1,823,0004
Number non-managed other employee benefit and retirement-related accounts$1,729,00015
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$169,472,0009
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$10,832,00041
Number of Managed Accounts$375,000286
Personal Trust and Agency Accounts$372,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0305
Employee Benefit-defined Benefit Accounts$0225
Number of other employee benefit and retirement-related accounts$0346
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$0360
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$10,457,00022
Personal Trust and Agency Accounts$371,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,372,0005
Employee Benefit-defined Benefit Accounts$1,900,0004
Number non-managed other employee benefit and retirement-related accounts$1,814,00014
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$168,951,0009
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$11,125,00039
Number of Managed Accounts$372,000287
Personal Trust and Agency Accounts$369,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$0348
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$0362
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$10,753,00021
Personal Trust and Agency Accounts$393,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,537,0005
Employee Benefit-defined Benefit Accounts$1,943,0004
Number non-managed other employee benefit and retirement-related accounts$1,880,00013
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$188,309,0008
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$11,557,00041
Number of Managed Accounts$371,000352
Personal Trust and Agency Accounts$368,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0371
Number of other employee benefit and retirement-related accounts$0777
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$0851
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000154
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$11,186,00022
Personal Trust and Agency Accounts$410,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,821,0006
Employee Benefit-defined Benefit Accounts$2,002,0004
Number non-managed other employee benefit and retirement-related accounts$1,953,00020
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$193,706,0009
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$11,614,00040
Number of Managed Accounts$365,000296
Personal Trust and Agency Accounts$362,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0375
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$0390
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00087
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$11,249,00021
Personal Trust and Agency Accounts$421,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,859,0006
Employee Benefit-defined Benefit Accounts$1,980,0004
Number non-managed other employee benefit and retirement-related accounts$1,989,00015
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$195,512,0008
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$11,727,00040
Number of Managed Accounts$347,000303
Personal Trust and Agency Accounts$344,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0241
Number of other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0394
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$11,380,00022
Personal Trust and Agency Accounts$423,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,972,0006
Employee Benefit-defined Benefit Accounts$1,974,0004
Number non-managed other employee benefit and retirement-related accounts$2,011,00016
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$197,511,0008
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$11,680,00038
Number of Managed Accounts$336,000313
Personal Trust and Agency Accounts$333,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0240
Number of other employee benefit and retirement-related accounts$0388
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$0400
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$11,344,00021
Personal Trust and Agency Accounts$408,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,934,0007
Employee Benefit-defined Benefit Accounts$1,963,0004
Number non-managed other employee benefit and retirement-related accounts$2,039,00015
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$196,067,0009
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$11,722,00041
Number of Managed Accounts$322,000382
Personal Trust and Agency Accounts$319,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0667
Employee Benefit-defined Benefit Accounts$0397
Number of other employee benefit and retirement-related accounts$0791
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$0881
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000175
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$11,400,00021
Personal Trust and Agency Accounts$404,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,964,0007
Employee Benefit-defined Benefit Accounts$1,977,0004
Number non-managed other employee benefit and retirement-related accounts$2,055,00019
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$195,294,0009
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$11,818,00040
Number of Managed Accounts$297,000311
Personal Trust and Agency Accounts$294,000195
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0317
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0380
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$11,521,00023
Personal Trust and Agency Accounts$409,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,052,0007
Employee Benefit-defined Benefit Accounts$1,990,0004
Number non-managed other employee benefit and retirement-related accounts$2,070,00014
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$209,636,0008
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$11,635,00039
Number of Managed Accounts$295,000315
Personal Trust and Agency Accounts$292,000199
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0323
Employee Benefit-defined Benefit Accounts$0244
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0385
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00095
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$11,340,00023
Personal Trust and Agency Accounts$412,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,028,0007
Employee Benefit-defined Benefit Accounts$1,972,0004
Number non-managed other employee benefit and retirement-related accounts$1,928,00014
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$207,887,0008
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$11,629,00040
Number of Managed Accounts$295,000314
Personal Trust and Agency Accounts$292,000198
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$0386
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00095
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$11,334,00023
Personal Trust and Agency Accounts$394,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,102,0007
Employee Benefit-defined Benefit Accounts$1,959,0004
Number non-managed other employee benefit and retirement-related accounts$1,879,00016
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$209,049,0009
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$11,544,00041
Number of Managed Accounts$296,000390
Personal Trust and Agency Accounts$293,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0707
Employee Benefit-defined Benefit Accounts$0426
Number of other employee benefit and retirement-related accounts$0788
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$0891
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000170
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$11,248,00023
Personal Trust and Agency Accounts$402,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,040,0008
Employee Benefit-defined Benefit Accounts$1,965,0005
Number non-managed other employee benefit and retirement-related accounts$1,841,00018
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$208,601,0009
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$11,196,00040
Number of Managed Accounts$275,000314
Personal Trust and Agency Accounts$272,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0242
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$0365
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$10,921,00023
Personal Trust and Agency Accounts$381,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,934,0008
Employee Benefit-defined Benefit Accounts$1,918,0004
Number non-managed other employee benefit and retirement-related accounts$1,688,00015
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$209,285,0009
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$11,194,00040
Number of Managed Accounts$258,000325
Personal Trust and Agency Accounts$255,000231
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0248
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0369
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,936,00024
Personal Trust and Agency Accounts$376,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,980,0008
Employee Benefit-defined Benefit Accounts$1,891,0004
Number non-managed other employee benefit and retirement-related accounts$1,689,00016
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$210,618,0009
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$11,449,00040
Number of Managed Accounts$253,000335
Personal Trust and Agency Accounts$250,000235
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0337
Employee Benefit-defined Benefit Accounts$0249
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000106
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$11,196,00023
Personal Trust and Agency Accounts$467,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,148,0007
Employee Benefit-defined Benefit Accounts$1,872,0004
Number non-managed other employee benefit and retirement-related accounts$1,709,00016
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$214,703,0009
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$11,700,00043
Number of Managed Accounts$253,000463
Personal Trust and Agency Accounts$250,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0756
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$0819
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$0919
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000190
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$11,447,00023
Personal Trust and Agency Accounts$383,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,444,0007
Employee Benefit-defined Benefit Accounts$1,902,0003
Number non-managed other employee benefit and retirement-related accounts$1,718,00020
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$214,178,0009
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$11,609,00040
Number of Managed Accounts$254,000324
Personal Trust and Agency Accounts$250,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0370
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00095
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$11,355,00023
Personal Trust and Agency Accounts$371,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,403,0008
Employee Benefit-defined Benefit Accounts$1,863,0003
Number non-managed other employee benefit and retirement-related accounts$1,718,00016
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$215,789,0008
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$11,916,00040
Number of Managed Accounts$248,000336
Personal Trust and Agency Accounts$244,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00098
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$11,668,00023
Personal Trust and Agency Accounts$376,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,768,0006
Employee Benefit-defined Benefit Accounts$1,856,0003
Number non-managed other employee benefit and retirement-related accounts$1,668,00017
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$223,961,0008
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$12,235,00040
Number of Managed Accounts$248,000339
Personal Trust and Agency Accounts$243,000240
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00094
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$11,987,00022
Personal Trust and Agency Accounts$380,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,080,0006
Employee Benefit-defined Benefit Accounts$1,816,0004
Number non-managed other employee benefit and retirement-related accounts$1,711,00017
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$221,792,0008
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$12,563,00042
Number of Managed Accounts$240,000471
Personal Trust and Agency Accounts$235,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0767
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$0797
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$0911
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,000157
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$12,323,00023
Personal Trust and Agency Accounts$386,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,344,0006
Employee Benefit-defined Benefit Accounts$1,833,0004
Number non-managed other employee benefit and retirement-related accounts$1,759,00020
Corporate Trust and Agency Accounts$1,000351
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$222,998,0008
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$13,411,00040
Number of Managed Accounts$236,000325
Personal Trust and Agency Accounts$231,000250
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00081
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,175,00022
Personal Trust and Agency Accounts$377,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,447,0006
Employee Benefit-defined Benefit Accounts$2,047,0004
Number non-managed other employee benefit and retirement-related accounts$2,304,00015
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$226,676,0009
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$13,306,00038
Number of Managed Accounts$226,000334
Personal Trust and Agency Accounts$221,000260
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,080,00021
Personal Trust and Agency Accounts$354,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,430,0005
Employee Benefit-defined Benefit Accounts$2,036,0004
Number non-managed other employee benefit and retirement-related accounts$2,260,00015
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$229,524,0008
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$12,319,00040
Number of Managed Accounts$215,000341
Personal Trust and Agency Accounts$210,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00086
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$12,104,00022
Personal Trust and Agency Accounts$327,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,384,0005
Employee Benefit-defined Benefit Accounts$1,865,0004
Number non-managed other employee benefit and retirement-related accounts$1,528,00019
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$231,642,0008
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$12,137,00041
Number of Managed Accounts$193,000540
Personal Trust and Agency Accounts$188,000346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0794
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$0809
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$0932
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,000174
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$11,944,00022
Personal Trust and Agency Accounts$313,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,245,0004
Employee Benefit-defined Benefit Accounts$1,852,0004
Number non-managed other employee benefit and retirement-related accounts$1,534,00023
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$232,630,0008
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$11,750,00041
Number of Managed Accounts$186,000359
Personal Trust and Agency Accounts$181,000290
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$5,000342
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$0379
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$11,564,00022
Personal Trust and Agency Accounts$302,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,123,0004
Employee Benefit-defined Benefit Accounts$1,778,0004
Number non-managed other employee benefit and retirement-related accounts$1,361,00023
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$234,085,0008
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$11,509,00043
Number of Managed Accounts$175,000365
Personal Trust and Agency Accounts$175,000297
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0353
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$0387
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$11,334,00022
Personal Trust and Agency Accounts$304,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,959,0004
Employee Benefit-defined Benefit Accounts$1,701,0005
Number non-managed other employee benefit and retirement-related accounts$1,370,00024
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$241,818,0008
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$11,234,00045
Number of Managed Accounts$157,000379
Personal Trust and Agency Accounts$157,000320
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0360
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$0391
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$11,077,00022
Personal Trust and Agency Accounts$304,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,711,0005
Employee Benefit-defined Benefit Accounts$1,670,0005
Number non-managed other employee benefit and retirement-related accounts$1,392,00024
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$243,630,0008
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$9,760,00047
Number of Managed Accounts$115,000728
Personal Trust and Agency Accounts$114,000518
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0834
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$0820
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$0941
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000284
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$9,645,00024
Personal Trust and Agency Accounts$288,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,535,0005
Employee Benefit-defined Benefit Accounts$1,633,0006
Number non-managed other employee benefit and retirement-related accounts$189,000110
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$240,720,0009
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