Home > Southside Bank > Number of Fiduciary and Related Asset Accounts

Southside Bank, Number of Fiduciary and Related Asset Accounts

2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,041,000223
Number of Managed Accounts$877,000206
Personal Trust and Agency Accounts$323,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00032
Employee Benefit-defined Benefit Accounts$3,000116
Number of other employee benefit and retirement-related accounts$206,000238
Corporate Trust and Agency Accounts$1,000113
Number of managed investment management and investment advisory agency accounts$200,000223
Number of foundation and endowment trust and agency accounts, managed assets$16,000229
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$206,000229
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$164,000193
Personal Trust and Agency Accounts$17,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000185
Employee Benefit-defined Benefit Accounts$1,000112
Number non-managed other employee benefit and retirement-related accounts$65,000142
Corporate Trust and Agency Accounts$71,00054
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$217,000119
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$65,000184
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,066,000206
Number of Managed Accounts$902,000196
Personal Trust and Agency Accounts$330,000154
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$132,00030
Employee Benefit-defined Benefit Accounts$3,000109
Number of other employee benefit and retirement-related accounts$211,000208
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$209,000203
Number of foundation and endowment trust and agency accounts, managed assets$16,000189
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$211,000203
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$164,000149
Personal Trust and Agency Accounts$16,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000160
Employee Benefit-defined Benefit Accounts$1,000101
Number non-managed other employee benefit and retirement-related accounts$66,00096
Corporate Trust and Agency Accounts$70,00051
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$225,00097
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$66,000114
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,076,000207
Number of Managed Accounts$906,000199
Personal Trust and Agency Accounts$332,000158
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$129,00031
Employee Benefit-defined Benefit Accounts$3,000112
Number of other employee benefit and retirement-related accounts$217,000212
Corporate Trust and Agency Accounts$1,00064
Number of managed investment management and investment advisory agency accounts$208,000207
Number of foundation and endowment trust and agency accounts, managed assets$16,000197
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$217,000208
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$170,000150
Personal Trust and Agency Accounts$16,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000162
Employee Benefit-defined Benefit Accounts$1,000102
Number non-managed other employee benefit and retirement-related accounts$69,00095
Corporate Trust and Agency Accounts$72,00052
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$230,00098
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$69,000121
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,085,000206
Number of Managed Accounts$916,000196
Personal Trust and Agency Accounts$338,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00032
Employee Benefit-defined Benefit Accounts$3,000113
Number of other employee benefit and retirement-related accounts$217,000208
Corporate Trust and Agency Accounts$1,00063
Number of managed investment management and investment advisory agency accounts$208,000207
Number of foundation and endowment trust and agency accounts, managed assets$16,000196
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$217,000205
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$169,000156
Personal Trust and Agency Accounts$17,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000164
Employee Benefit-defined Benefit Accounts$1,000104
Number non-managed other employee benefit and retirement-related accounts$67,000101
Corporate Trust and Agency Accounts$72,00052
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$224,000101
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$67,000124
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,094,000205
Number of Managed Accounts$920,000195
Personal Trust and Agency Accounts$341,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00033
Employee Benefit-defined Benefit Accounts$3,000121
Number of other employee benefit and retirement-related accounts$224,000219
Corporate Trust and Agency Accounts$1,000114
Number of managed investment management and investment advisory agency accounts$208,000211
Number of foundation and endowment trust and agency accounts, managed assets$16,000220
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$224,000210
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$174,000188
Personal Trust and Agency Accounts$16,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000172
Employee Benefit-defined Benefit Accounts$1,000114
Number non-managed other employee benefit and retirement-related accounts$71,000136
Corporate Trust and Agency Accounts$73,00058
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$229,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$71,000182
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,085,000200
Number of Managed Accounts$964,000185
Personal Trust and Agency Accounts$350,000147
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00028
Employee Benefit-defined Benefit Accounts$3,000112
Number of other employee benefit and retirement-related accounts$231,000201
Corporate Trust and Agency Accounts$1,00063
Number of managed investment management and investment advisory agency accounts$217,000202
Number of foundation and endowment trust and agency accounts, managed assets$16,000193
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$231,000196
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$121,000186
Personal Trust and Agency Accounts$16,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000165
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$19,000184
Corporate Trust and Agency Accounts$72,00052
Number of investment management and advisory agency accounts, non-managed assets$1,000185
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$293,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000226
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,094,000199
Number of Managed Accounts$969,000186
Personal Trust and Agency Accounts$352,000147
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00027
Employee Benefit-defined Benefit Accounts$3,000113
Number of other employee benefit and retirement-related accounts$234,000201
Corporate Trust and Agency Accounts$1,00062
Number of managed investment management and investment advisory agency accounts$211,000205
Number of foundation and endowment trust and agency accounts, managed assets$16,000197
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$234,000196
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000189
Personal Trust and Agency Accounts$16,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000161
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$19,000185
Corporate Trust and Agency Accounts$74,00053
Number of investment management and advisory agency accounts, non-managed assets$1,000183
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$295,00086
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000226
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,101,000200
Number of Managed Accounts$976,000185
Personal Trust and Agency Accounts$354,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00027
Employee Benefit-defined Benefit Accounts$3,000117
Number of other employee benefit and retirement-related accounts$231,000200
Corporate Trust and Agency Accounts$1,00065
Number of managed investment management and investment advisory agency accounts$216,000204
Number of foundation and endowment trust and agency accounts, managed assets$16,000197
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$231,000194
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000189
Personal Trust and Agency Accounts$16,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000164
Employee Benefit-defined Benefit Accounts$1,000105
Number non-managed other employee benefit and retirement-related accounts$20,000183
Corporate Trust and Agency Accounts$75,00053
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$301,00084
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000222
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$973,000235
Number of Managed Accounts$850,000210
Personal Trust and Agency Accounts$341,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,00078
Employee Benefit-defined Benefit Accounts$3,000127
Number of other employee benefit and retirement-related accounts$241,000207
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$208,000215
Number of foundation and endowment trust and agency accounts, managed assets$11,000261
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$241,000200
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$123,000244
Personal Trust and Agency Accounts$16,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000200
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$19,000333
Corporate Trust and Agency Accounts$79,00058
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$296,00094
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$92,000153
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$392,000333
Number of Managed Accounts$278,000337
Personal Trust and Agency Accounts$122,000305
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000219
Employee Benefit-defined Benefit Accounts$1,000161
Number of other employee benefit and retirement-related accounts$56,000310
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$96,000285
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$56,000300
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$114,000193
Personal Trust and Agency Accounts$16,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$20,000181
Corporate Trust and Agency Accounts$75,00055
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$62,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000220
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$390,000335
Number of Managed Accounts$272,000337
Personal Trust and Agency Accounts$122,000307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000219
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$55,000313
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$91,000287
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$55,000302
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$118,000188
Personal Trust and Agency Accounts$18,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$22,000179
Corporate Trust and Agency Accounts$75,00055
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$62,000194
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000213
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$391,000335
Number of Managed Accounts$270,000339
Personal Trust and Agency Accounts$122,000308
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000221
Employee Benefit-defined Benefit Accounts$1,000158
Number of other employee benefit and retirement-related accounts$53,000316
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$91,000288
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$53,000305
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$121,000181
Personal Trust and Agency Accounts$19,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$24,000172
Corporate Trust and Agency Accounts$75,00055
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$60,000201
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000209
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$401,000389
Number of Managed Accounts$275,000397
Personal Trust and Agency Accounts$126,000367
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000261
Employee Benefit-defined Benefit Accounts$1,000187
Number of other employee benefit and retirement-related accounts$56,000400
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$89,000333
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$56,000379
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$126,000243
Personal Trust and Agency Accounts$20,000261
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000272
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$25,000300
Corporate Trust and Agency Accounts$78,00059
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$63,000248
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000367
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$396,000335
Number of Managed Accounts$270,000339
Personal Trust and Agency Accounts$128,000303
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$56,000306
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$82,000294
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$56,000293
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$126,000182
Personal Trust and Agency Accounts$20,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000223
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$25,000176
Corporate Trust and Agency Accounts$78,00054
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$61,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000209
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$398,000333
Number of Managed Accounts$267,000340
Personal Trust and Agency Accounts$127,000306
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000223
Employee Benefit-defined Benefit Accounts$1,000163
Number of other employee benefit and retirement-related accounts$54,000310
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$82,000293
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$54,000299
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$131,000184
Personal Trust and Agency Accounts$22,000153
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000227
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$26,000178
Corporate Trust and Agency Accounts$80,00053
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$61,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000211
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$406,000335
Number of Managed Accounts$274,000338
Personal Trust and Agency Accounts$132,000304
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000225
Employee Benefit-defined Benefit Accounts$1,000162
Number of other employee benefit and retirement-related accounts$56,000306
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$82,000293
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$56,000294
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$132,000182
Personal Trust and Agency Accounts$24,000147
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000226
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$26,000179
Corporate Trust and Agency Accounts$79,00054
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$63,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000209
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$410,000381
Number of Managed Accounts$276,000402
Personal Trust and Agency Accounts$134,000355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000283
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$56,000400
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$82,000358
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$56,000382
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$134,000243
Personal Trust and Agency Accounts$25,000238
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000277
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$26,000308
Corporate Trust and Agency Accounts$79,00057
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$70,000235
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000372
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$408,000331
Number of Managed Accounts$263,000340
Personal Trust and Agency Accounts$129,000304
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000227
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$54,000306
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$76,000300
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$54,000295
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$145,000175
Personal Trust and Agency Accounts$27,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000172
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$27,000168
Corporate Trust and Agency Accounts$78,00056
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$71,000192
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000198
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$412,000333
Number of Managed Accounts$267,000341
Personal Trust and Agency Accounts$132,000303
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000232
Employee Benefit-defined Benefit Accounts$1,000164
Number of other employee benefit and retirement-related accounts$54,000309
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$77,000299
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$54,000293
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$145,000174
Personal Trust and Agency Accounts$29,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000176
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$27,000165
Corporate Trust and Agency Accounts$76,00056
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$72,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000194
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$420,000331
Number of Managed Accounts$273,000341
Personal Trust and Agency Accounts$133,000304
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000235
Employee Benefit-defined Benefit Accounts$1,000165
Number of other employee benefit and retirement-related accounts$54,000303
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$82,000290
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$54,000288
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$147,000178
Personal Trust and Agency Accounts$29,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000165
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$27,000171
Corporate Trust and Agency Accounts$76,00054
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$69,000190
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000204
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$401,000395
Number of Managed Accounts$264,000415
Personal Trust and Agency Accounts$131,000370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000294
Employee Benefit-defined Benefit Accounts$1,000206
Number of other employee benefit and retirement-related accounts$50,000412
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$79,000370
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$50,000392
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$137,000247
Personal Trust and Agency Accounts$30,000224
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000183
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$30,000297
Corporate Trust and Agency Accounts$62,00065
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$77,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000361
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$414,000334
Number of Managed Accounts$271,000343
Personal Trust and Agency Accounts$134,000302
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000232
Employee Benefit-defined Benefit Accounts$1,000172
Number of other employee benefit and retirement-related accounts$51,000310
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$82,000290
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$51,000293
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$143,000172
Personal Trust and Agency Accounts$30,000140
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000158
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$32,000157
Corporate Trust and Agency Accounts$64,00057
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$74,000188
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000187
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$422,000334
Number of Managed Accounts$267,000344
Personal Trust and Agency Accounts$134,000302
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000220
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$48,000310
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$77,000294
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$48,000292
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$155,000164
Personal Trust and Agency Accounts$8,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000159
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$33,000154
Corporate Trust and Agency Accounts$69,00056
Number of investment management and advisory agency accounts, non-managed assets$28,00055
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$79,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000187
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$426,000334
Number of Managed Accounts$269,000347
Personal Trust and Agency Accounts$136,000303
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000225
Employee Benefit-defined Benefit Accounts$4,000109
Number of other employee benefit and retirement-related accounts$49,000309
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$76,000301
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$49,000291
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$157,000166
Personal Trust and Agency Accounts$10,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000161
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$33,000158
Corporate Trust and Agency Accounts$69,00056
Number of investment management and advisory agency accounts, non-managed assets$28,00055
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$78,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000192
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$427,000391
Number of Managed Accounts$272,000419
Personal Trust and Agency Accounts$142,000349
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000278
Employee Benefit-defined Benefit Accounts$4,000122
Number of other employee benefit and retirement-related accounts$47,000409
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$75,000376
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$47,000382
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$155,000232
Personal Trust and Agency Accounts$9,000424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000187
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$33,000282
Corporate Trust and Agency Accounts$68,00065
Number of investment management and advisory agency accounts, non-managed assets$28,00070
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$76,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000349
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$432,000322
Number of Managed Accounts$275,000327
Personal Trust and Agency Accounts$147,000284
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000227
Employee Benefit-defined Benefit Accounts$4,000111
Number of other employee benefit and retirement-related accounts$46,000295
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$74,000288
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$46,000277
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$157,000168
Personal Trust and Agency Accounts$10,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000159
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$34,000156
Corporate Trust and Agency Accounts$65,00057
Number of investment management and advisory agency accounts, non-managed assets$31,00049
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$71,000195
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$34,000189
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$396,000328
Number of Managed Accounts$266,000329
Personal Trust and Agency Accounts$143,000291
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000234
Employee Benefit-defined Benefit Accounts$5,000101
Number of other employee benefit and retirement-related accounts$44,000298
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$71,000290
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$130,000188
Personal Trust and Agency Accounts$8,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000157
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$34,000161
Corporate Trust and Agency Accounts$64,00057
Number of investment management and advisory agency accounts, non-managed assets$7,000111
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$96,000169
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
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$392,000334
Number of Managed Accounts$262,000331
Personal Trust and Agency Accounts$142,000294
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000240
Employee Benefit-defined Benefit Accounts$5,000100
Number of other employee benefit and retirement-related accounts$43,000299
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$69,000291
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$43,000276
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$130,000188
Personal Trust and Agency Accounts$8,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000164
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$35,000161
Corporate Trust and Agency Accounts$63,00058
Number of investment management and advisory agency accounts, non-managed assets$7,000112
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$99,000166
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000192
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$396,000416
Number of Managed Accounts$265,000420
Personal Trust and Agency Accounts$143,000357
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000292
Employee Benefit-defined Benefit Accounts$4,000128
Number of other employee benefit and retirement-related accounts$48,000394
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$66,000392
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$48,000360
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$131,000269
Personal Trust and Agency Accounts$8,000438
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000198
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$36,000289
Corporate Trust and Agency Accounts$63,00064
Number of investment management and advisory agency accounts, non-managed assets$7,000173
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$103,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000346
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$378,000328
Number of Managed Accounts$250,000325
Personal Trust and Agency Accounts$132,000286
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000224
Employee Benefit-defined Benefit Accounts$4,000119
Number of other employee benefit and retirement-related accounts$44,000294
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$65,000290
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$44,000269
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$128,000183
Personal Trust and Agency Accounts$7,000209
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000164
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$36,000153
Corporate Trust and Agency Accounts$61,00056
Number of investment management and advisory agency accounts, non-managed assets$7,000107
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$107,000151
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000186
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$426,000318
Number of Managed Accounts$250,000320
Personal Trust and Agency Accounts$137,000281
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000230
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$41,000299
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$64,000290
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$41,000274
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$176,000159
Personal Trust and Agency Accounts$7,000207
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00089
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$35,000152
Corporate Trust and Agency Accounts$57,00061
Number of investment management and advisory agency accounts, non-managed assets$7,000105
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$112,000153
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000182
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$431,000317
Number of Managed Accounts$259,000316
Personal Trust and Agency Accounts$147,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000218
Employee Benefit-defined Benefit Accounts$4,000118
Number of other employee benefit and retirement-related accounts$41,000295
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$62,000289
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$40,000271
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$172,000161
Personal Trust and Agency Accounts$6,000218
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00089
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$34,000158
Corporate Trust and Agency Accounts$58,00060
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$135,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000186
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$401,000415
Number of Managed Accounts$236,000435
Personal Trust and Agency Accounts$134,000374
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000271
Employee Benefit-defined Benefit Accounts$1,000228
Number of other employee benefit and retirement-related accounts$38,000431
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$57,000419
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$38,000401
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$165,000234
Personal Trust and Agency Accounts$5,000513
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00098
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$34,000299
Corporate Trust and Agency Accounts$54,00069
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$127,000191
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$34,000362
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$408,000323
Number of Managed Accounts$236,000320
Personal Trust and Agency Accounts$137,000276
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000224
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$38,000292
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$55,000296
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$38,000268
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$172,000165
Personal Trust and Agency Accounts$5,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00087
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$35,000156
Corporate Trust and Agency Accounts$57,00061
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$65,000203
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000180
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$402,000326
Number of Managed Accounts$233,000325
Personal Trust and Agency Accounts$135,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000224
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$37,000297
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$55,000299
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$37,000273
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$169,000170
Personal Trust and Agency Accounts$5,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00090
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$35,000160
Corporate Trust and Agency Accounts$55,00063
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$140,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000180
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$398,000333
Number of Managed Accounts$232,000330
Personal Trust and Agency Accounts$141,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000229
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$36,000305
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$49,000307
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$36,000275
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$166,000173
Personal Trust and Agency Accounts$6,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00090
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$35,000162
Corporate Trust and Agency Accounts$53,00062
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$144,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000181
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$413,000422
Number of Managed Accounts$234,000450
Personal Trust and Agency Accounts$146,000358
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000308
Employee Benefit-defined Benefit Accounts$1,000240
Number of other employee benefit and retirement-related accounts$36,000441
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$46,000457
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$36,000392
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$179,000234
Personal Trust and Agency Accounts$5,000535
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00090
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$38,000299
Corporate Trust and Agency Accounts$51,00074
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$140,000183
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000354
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$405,000317
Number of Managed Accounts$232,000312
Personal Trust and Agency Accounts$145,000269
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000224
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$36,000291
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$45,000297
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$36,000264
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$173,000171
Personal Trust and Agency Accounts$5,000233
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00085
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$36,000151
Corporate Trust and Agency Accounts$48,00063
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$78,000184
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000174
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$397,000321
Number of Managed Accounts$225,000314
Personal Trust and Agency Accounts$141,000273
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000224
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$36,000291
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$42,000300
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$36,000260
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$172,000171
Personal Trust and Agency Accounts$5,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00083
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$36,000156
Corporate Trust and Agency Accounts$45,00066
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$144,000132
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000170
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$397,000321
Number of Managed Accounts$222,000322
Personal Trust and Agency Accounts$139,000279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000209
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$32,000297
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$43,000305
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$32,000264
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$175,000171
Personal Trust and Agency Accounts$5,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00086
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$37,000152
Corporate Trust and Agency Accounts$46,00066
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$171,000122
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000164
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$399,000433
Number of Managed Accounts$220,000476
Personal Trust and Agency Accounts$137,000377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000287
Employee Benefit-defined Benefit Accounts$1,000248
Number of other employee benefit and retirement-related accounts$32,000456
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$44,000473
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$32,000392
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$179,000235
Personal Trust and Agency Accounts$5,000569
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00087
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$37,000307
Corporate Trust and Agency Accounts$47,00081
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$175,000156
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000355
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$308,000335
Number of Managed Accounts$213,000311
Personal Trust and Agency Accounts$135,000275
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000257
Employee Benefit-defined Benefit Accounts$1,000184
Number of other employee benefit and retirement-related accounts$31,000283
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$44,000299
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$95,000215
Personal Trust and Agency Accounts$5,000248
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000219
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$37,000157
Corporate Trust and Agency Accounts$46,00068
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$162,000126
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$243,000354
Number of Managed Accounts$203,000322
Personal Trust and Agency Accounts$128,000285
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000237
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$28,000290
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$41,000311
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000280
Personal Trust and Agency Accounts$8,000233
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000195
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$1,000299
Corporate Trust and Agency Accounts$18,00088
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$204,000122
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$231,000359
Number of Managed Accounts$197,000325
Personal Trust and Agency Accounts$126,000284
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000226
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$29,000289
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$35,000317
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$34,000290
Personal Trust and Agency Accounts$6,000247
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000211
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$18,00087
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$219,000120
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$235,000604
Number of Managed Accounts$199,000517
Personal Trust and Agency Accounts$128,000407
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000303
Employee Benefit-defined Benefit Accounts$1,000246
Number of other employee benefit and retirement-related accounts$29,000474
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$34,000555
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000613
Personal Trust and Agency Accounts$6,000585
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000272
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$0812
Corporate Trust and Agency Accounts$18,000124
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$212,000147
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$240,000380
Number of Managed Accounts$197,000349
Personal Trust and Agency Accounts$125,000304
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000226
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$29,000312
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$35,000341
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$43,000290
Personal Trust and Agency Accounts$7,000252
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000198
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$0330
Corporate Trust and Agency Accounts$20,00087
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$224,000125
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$231,000388
Number of Managed Accounts$194,000356
Personal Trust and Agency Accounts$127,000306
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000228
Employee Benefit-defined Benefit Accounts$1,000194
Number of other employee benefit and retirement-related accounts$27,000320
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$32,000346
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000308
Personal Trust and Agency Accounts$7,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000227
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$20,00087
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$222,000124
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$227,000391
Number of Managed Accounts$191,000360
Personal Trust and Agency Accounts$123,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000231
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$26,000323
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$34,000351
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000308
Personal Trust and Agency Accounts$7,000245
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000231
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$19,00087
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$231,000120
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$230,000614
Number of Managed Accounts$194,000534
Personal Trust and Agency Accounts$124,000426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000326
Employee Benefit-defined Benefit Accounts$1,000249
Number of other employee benefit and retirement-related accounts$26,000488
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$36,000540
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000631
Personal Trust and Agency Accounts$7,000554
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000308
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$0860
Corporate Trust and Agency Accounts$19,000122
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$228,000144
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$235,000370
Number of Managed Accounts$195,000341
Personal Trust and Agency Accounts$120,000303
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000228
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$30,000300
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$36,000325
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$40,000286
Personal Trust and Agency Accounts$7,000240
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000207
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0332
Corporate Trust and Agency Accounts$19,00091
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$233,000108
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$220,000377
Number of Managed Accounts$190,000347
Personal Trust and Agency Accounts$118,000310
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000230
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$29,000303
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$34,000330
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$30,000321
Personal Trust and Agency Accounts$7,000244
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000241
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$14,000108
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$237,000116
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$218,000382
Number of Managed Accounts$187,000350
Personal Trust and Agency Accounts$119,000311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000230
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$28,000302
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$31,000335
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000319
Personal Trust and Agency Accounts$7,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000242
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$15,000105
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$246,000112
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$220,000627
Number of Managed Accounts$186,000545
Personal Trust and Agency Accounts$118,000444
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000318
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$26,000463
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$32,000566
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$34,000658
Personal Trust and Agency Accounts$7,000558
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000319
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$0854
Corporate Trust and Agency Accounts$16,000144
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$242,000137
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$0432
Number of Managed Accounts$0409
Personal Trust and Agency Accounts$0398
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$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0409
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$0326
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$0389
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$0435
Number of Managed Accounts$0413
Personal Trust and Agency Accounts$0402
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$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0412
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0331
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$0396
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$0458
Number of Managed Accounts$0437
Personal Trust and Agency Accounts$0426
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$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0423
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0333
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$0406
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$204,000674
Number of Managed Accounts$172,000590
Personal Trust and Agency Accounts$122,000461
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000361
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$19,000509
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$22,000638
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000691
Personal Trust and Agency Accounts$5,000649
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000319
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$0867
Corporate Trust and Agency Accounts$15,000157
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$246,000139
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$0444
Number of Managed Accounts$0422
Personal Trust and Agency Accounts$0411
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$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0414
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0324
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$0397
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$183,000395
Number of Managed Accounts$157,000367
Personal Trust and Agency Accounts$115,000326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000256
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$16,000312
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$17,000354
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000345
Personal Trust and Agency Accounts$4,000291
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000267
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$15,000117
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$237,000114
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$188,000393
Number of Managed Accounts$156,000368
Personal Trust and Agency Accounts$118,000324
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000262
Employee Benefit-defined Benefit Accounts$2,000180
Number of other employee benefit and retirement-related accounts$14,000320
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$15,000357
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000326
Personal Trust and Agency Accounts$2,000320
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$17,000215
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$13,000118
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$236,000120
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$178,000724
Number of Managed Accounts$164,000600
Personal Trust and Agency Accounts$117,000479
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000390
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$11,000560
Corporate Trust and Agency Accounts$12,00088
Number of managed investment management and investment advisory agency accounts$16,000686
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,000908
Personal Trust and Agency Accounts$1,000882
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000310
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$0864
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$0286
Memoranda
Custody and Safekeeping Accounts$229,000152
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$166,000388
Number of Managed Accounts$156,000353
Personal Trust and Agency Accounts$121,000312
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000257
Employee Benefit-defined Benefit Accounts$2,000180
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$13,00047
Number of managed investment management and investment advisory agency accounts$13,000347
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,000380
Personal Trust and Agency Accounts$1,000335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000254
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$0327
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$250,000126
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$168,000391
Number of Managed Accounts$154,000356
Personal Trust and Agency Accounts$120,000317
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000260
Employee Benefit-defined Benefit Accounts$2,000183
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$12,00048
Number of managed investment management and investment advisory agency accounts$13,000351
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,000379
Personal Trust and Agency Accounts$1,000339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000239
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0338
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$242,000129
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$167,000400
Number of Managed Accounts$152,000363
Personal Trust and Agency Accounts$120,000319
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000267
Employee Benefit-defined Benefit Accounts$2,000185
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$12,00048
Number of managed investment management and investment advisory agency accounts$11,000357
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,000381
Personal Trust and Agency Accounts$1,000350
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000237
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0340
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$239,000128
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$164,000772
Number of Managed Accounts$151,000626
Personal Trust and Agency Accounts$121,000476
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000411
Employee Benefit-defined Benefit Accounts$2,000241
Number of other employee benefit and retirement-related accounts$0809
Corporate Trust and Agency Accounts$12,000101
Number of managed investment management and investment advisory agency accounts$9,000764
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,000943
Personal Trust and Agency Accounts$1,000915
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000340
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$0880
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$241,000159
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$167,000407
Number of Managed Accounts$147,000370
Personal Trust and Agency Accounts$120,000329
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000283
Employee Benefit-defined Benefit Accounts$2,000196
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$11,00053
Number of managed investment management and investment advisory agency accounts$7,000361
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$20,000371
Personal Trust and Agency Accounts$2,000336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$18,000238
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$0350
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$245,000135
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$183,000408
Number of Managed Accounts$160,000372
Personal Trust and Agency Accounts$128,000329
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000287
Employee Benefit-defined Benefit Accounts$2,000193
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$17,00047
Number of managed investment management and investment advisory agency accounts$7,000367
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$23,000368
Personal Trust and Agency Accounts$2,000342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000233
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$255,000132
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$179,000420
Number of Managed Accounts$161,000378
Personal Trust and Agency Accounts$129,000338
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000297
Employee Benefit-defined Benefit Accounts$2,000198
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$17,00053
Number of managed investment management and investment advisory agency accounts$7,000365
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$18,000393
Personal Trust and Agency Accounts$2,000355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$16,000251
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$248,000134
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$168,000764
Number of Managed Accounts$145,000650
Personal Trust and Agency Accounts$120,000505
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000454
Employee Benefit-defined Benefit Accounts$2,000251
Number of other employee benefit and retirement-related accounts$0820
Corporate Trust and Agency Accounts$15,000104
Number of managed investment management and investment advisory agency accounts$2,000870
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000830
Personal Trust and Agency Accounts$2,000827
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000287
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$0883
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$250,000159
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$155,000758
Number of Managed Accounts$132,000657
Personal Trust and Agency Accounts$120,000497
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000481
Employee Benefit-defined Benefit Accounts$2,000240
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$5,000172
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000794
Personal Trust and Agency Accounts$2,000774
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000292
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$239,000144
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA