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Stride Bank, Number of Fiduciary and Related Asset Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,075,000236
Number of Managed Accounts$1,048,000197
Personal Trust and Agency Accounts$225,000245
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000201
Employee Benefit-defined Benefit Accounts$0229
Number of other employee benefit and retirement-related accounts$556,000154
Corporate Trust and Agency Accounts$5,00059
Number of managed investment management and investment advisory agency accounts$235,000227
Number of foundation and endowment trust and agency accounts, managed assets$11,000283
Other Fiduciary Accounts$8,00074
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$556,000121
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$27,000483
Personal Trust and Agency Accounts$0637
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$24,000295
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$3,000259
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$33,000326
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000356
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0168
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0333
Number of foundation and endowment trust and agency accounts, managed assets$0298
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0317
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0365
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$0298
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0340
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,083,000227
Number of Managed Accounts$1,050,000187
Personal Trust and Agency Accounts$226,000226
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000191
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$553,000149
Corporate Trust and Agency Accounts$7,00038
Number of managed investment management and investment advisory agency accounts$237,000220
Number of foundation and endowment trust and agency accounts, managed assets$11,000248
Other Fiduciary Accounts$8,00054
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$553,000115
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,000324
Personal Trust and Agency Accounts$0369
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$33,000178
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$35,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000219
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0375
Personal Trust and Agency Accounts$0367
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0171
Number of other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0341
Number of foundation and endowment trust and agency accounts, managed assets$0305
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0231
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0297
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$0348
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,090,000234
Number of Managed Accounts$1,060,000198
Personal Trust and Agency Accounts$238,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000152
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$549,000126
Corporate Trust and Agency Accounts$8,00053
Number of managed investment management and investment advisory agency accounts$236,000226
Number of foundation and endowment trust and agency accounts, managed assets$11,000288
Other Fiduciary Accounts$8,00072
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$549,000124
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$30,000486
Personal Trust and Agency Accounts$0651
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0361
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$30,000217
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$37,000316
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000276
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0399
Number of Managed Accounts$0389
Personal Trust and Agency Accounts$0378
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0181
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$0357
Number of foundation and endowment trust and agency accounts, managed assets$0319
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0340
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0385
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0247
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$0363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0327
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,097,000206
Number of Managed Accounts$1,066,000179
Personal Trust and Agency Accounts$230,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000141
Employee Benefit-defined Benefit Accounts$0188
Number of other employee benefit and retirement-related accounts$549,000119
Corporate Trust and Agency Accounts$8,00032
Number of managed investment management and investment advisory agency accounts$250,000204
Number of foundation and endowment trust and agency accounts, managed assets$11,000248
Other Fiduciary Accounts$8,00049
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$549,000118
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$31,000308
Personal Trust and Agency Accounts$1,000311
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0267
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$30,000152
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$38,000232
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000189
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0359
Number of Managed Accounts$0350
Personal Trust and Agency Accounts$0344
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$0329
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0347
Personal Trust and Agency Accounts$0284
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0235
Employee Benefit-defined Benefit Accounts$0119
Number non-managed other employee benefit and retirement-related accounts$0295
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$0187
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0336
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0310
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,292,000185
Number of Managed Accounts$1,265,000152
Personal Trust and Agency Accounts$230,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,000151
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$673,000101
Corporate Trust and Agency Accounts$10,00043
Number of managed investment management and investment advisory agency accounts$306,000180
Number of foundation and endowment trust and agency accounts, managed assets$28,000180
Other Fiduciary Accounts$8,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$673,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$27,000490
Personal Trust and Agency Accounts$0626
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0355
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$27,000241
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$43,000286
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000308
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0343
Number of Managed Accounts$0335
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$0315
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$0312
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0306
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0330
Personal Trust and Agency Accounts$0273
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$0284
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$0319
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0295
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,526,000161
Number of Managed Accounts$1,498,000138
Personal Trust and Agency Accounts$220,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000134
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$673,000101
Corporate Trust and Agency Accounts$10,00026
Number of managed investment management and investment advisory agency accounts$307,000180
Number of foundation and endowment trust and agency accounts, managed assets$268,00028
Other Fiduciary Accounts$8,00049
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$673,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000309
Personal Trust and Agency Accounts$0318
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000248
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$27,000161
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$34,000246
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000206
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0345
Number of Managed Accounts$0337
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$0316
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0309
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0333
Personal Trust and Agency Accounts$0274
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$0290
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$0322
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0299
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,473,000167
Number of Managed Accounts$1,445,000139
Personal Trust and Agency Accounts$215,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000136
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$650,000100
Corporate Trust and Agency Accounts$10,00043
Number of managed investment management and investment advisory agency accounts$289,000187
Number of foundation and endowment trust and agency accounts, managed assets$260,00031
Other Fiduciary Accounts$8,00068
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$650,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$28,000492
Personal Trust and Agency Accounts$0649
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000295
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$26,000262
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$1,000291
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$33,000330
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000335
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0346
Number of Managed Accounts$0338
Personal Trust and Agency Accounts$0337
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0256
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$0320
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0318
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0335
Personal Trust and Agency Accounts$0277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$0293
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$0324
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0304
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,440,000168
Number of Managed Accounts$1,413,000141
Personal Trust and Agency Accounts$209,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000133
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$634,000100
Corporate Trust and Agency Accounts$10,00025
Number of managed investment management and investment advisory agency accounts$279,000188
Number of foundation and endowment trust and agency accounts, managed assets$260,00030
Other Fiduciary Accounts$8,00052
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$634,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000306
Personal Trust and Agency Accounts$1,000298
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$26,000171
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$32,000253
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000210
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0351
Number of Managed Accounts$0342
Personal Trust and Agency Accounts$0338
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$0323
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$0321
Number of foundation and endowment trust and agency accounts, managed assets$0280
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0338
Personal Trust and Agency Accounts$0279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0296
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0329
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0309
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$1,426,000173
Number of Managed Accounts$1,365,000147
Personal Trust and Agency Accounts$193,000255
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000172
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$620,000101
Corporate Trust and Agency Accounts$8,00051
Number of managed investment management and investment advisory agency accounts$270,000188
Number of foundation and endowment trust and agency accounts, managed assets$257,00029
Other Fiduciary Accounts$8,00079
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$620,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$61,000356
Personal Trust and Agency Accounts$27,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000238
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$26,000274
Corporate Trust and Agency Accounts$2,000166
Number of investment management and advisory agency accounts, non-managed assets$2,000252
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$25,000369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000344
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$0357
Number of Managed Accounts$0349
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0259
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0326
Number of foundation and endowment trust and agency accounts, managed assets$0281
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0315
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0341
Personal Trust and Agency Accounts$0282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$0301
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0332
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0314
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$1,415,000169
Number of Managed Accounts$1,352,000145
Personal Trust and Agency Accounts$191,000242
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000164
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$622,00099
Corporate Trust and Agency Accounts$8,00031
Number of managed investment management and investment advisory agency accounts$261,000184
Number of foundation and endowment trust and agency accounts, managed assets$254,00030
Other Fiduciary Accounts$8,00059
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$622,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$63,000236
Personal Trust and Agency Accounts$29,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000203
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$27,000165
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$2,000166
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$22,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000205
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$1,355,000173
Number of Managed Accounts$1,292,000149
Personal Trust and Agency Accounts$169,000257
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000168
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$585,000103
Corporate Trust and Agency Accounts$8,00029
Number of managed investment management and investment advisory agency accounts$263,000188
Number of foundation and endowment trust and agency accounts, managed assets$253,00030
Other Fiduciary Accounts$6,00065
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$585,000102
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$63,000239
Personal Trust and Agency Accounts$30,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000203
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$25,000174
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$3,000150
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$24,000268
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000210
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$1,327,000183
Number of Managed Accounts$1,268,000151
Personal Trust and Agency Accounts$158,000292
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000185
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$580,000101
Corporate Trust and Agency Accounts$8,00050
Number of managed investment management and investment advisory agency accounts$258,000189
Number of foundation and endowment trust and agency accounts, managed assets$250,00031
Other Fiduciary Accounts$6,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$580,00098
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$59,000363
Personal Trust and Agency Accounts$30,000191
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000233
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$21,000310
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$3,000218
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$24,000384
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000386
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$1,280,000179
Number of Managed Accounts$1,226,000152
Personal Trust and Agency Accounts$151,000269
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000180
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$567,00099
Corporate Trust and Agency Accounts$8,00031
Number of managed investment management and investment advisory agency accounts$258,000186
Number of foundation and endowment trust and agency accounts, managed assets$230,00033
Other Fiduciary Accounts$6,00061
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$567,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$54,000261
Personal Trust and Agency Accounts$29,000131
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000203
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$17,000195
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$3,000152
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$25,000273
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000237
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$1,247,000183
Number of Managed Accounts$1,200,000155
Personal Trust and Agency Accounts$147,000281
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000176
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$554,00097
Corporate Trust and Agency Accounts$8,00031
Number of managed investment management and investment advisory agency accounts$250,000192
Number of foundation and endowment trust and agency accounts, managed assets$228,00033
Other Fiduciary Accounts$6,00057
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$554,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000271
Personal Trust and Agency Accounts$21,000151
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000208
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$18,000189
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$3,000149
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$22,000279
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000230
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$1,219,000189
Number of Managed Accounts$1,170,000160
Personal Trust and Agency Accounts$140,000294
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000179
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$545,00098
Corporate Trust and Agency Accounts$8,00032
Number of managed investment management and investment advisory agency accounts$240,000193
Number of foundation and endowment trust and agency accounts, managed assets$224,00034
Other Fiduciary Accounts$6,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$545,00095
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$49,000270
Personal Trust and Agency Accounts$21,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000204
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$19,000189
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$4,000141
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$23,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000226
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,186,000199
Number of Managed Accounts$1,140,000161
Personal Trust and Agency Accounts$126,000366
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$546,00098
Corporate Trust and Agency Accounts$8,00048
Number of managed investment management and investment advisory agency accounts$230,000202
Number of foundation and endowment trust and agency accounts, managed assets$217,00035
Other Fiduciary Accounts$6,00088
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$546,00097
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$46,000437
Personal Trust and Agency Accounts$20,000254
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000237
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$18,000344
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$3,000225
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$24,000390
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000416
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,069,000208
Number of Managed Accounts$1,032,000172
Personal Trust and Agency Accounts$106,000319
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000169
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$519,00097
Corporate Trust and Agency Accounts$8,00033
Number of managed investment management and investment advisory agency accounts$213,000204
Number of foundation and endowment trust and agency accounts, managed assets$172,00044
Other Fiduciary Accounts$6,00059
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$519,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000283
Personal Trust and Agency Accounts$20,000152
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$13,000214
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$3,000151
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$22,000272
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000252
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,044,000210
Number of Managed Accounts$1,007,000170
Personal Trust and Agency Accounts$101,000324
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000170
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$504,00098
Corporate Trust and Agency Accounts$8,00035
Number of managed investment management and investment advisory agency accounts$212,000205
Number of foundation and endowment trust and agency accounts, managed assets$168,00046
Other Fiduciary Accounts$6,00064
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$504,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000282
Personal Trust and Agency Accounts$19,000155
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$13,000219
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$4,000146
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$21,000273
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000255
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$963,000220
Number of Managed Accounts$926,000189
Personal Trust and Agency Accounts$96,000325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000173
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$436,000109
Corporate Trust and Agency Accounts$10,00032
Number of managed investment management and investment advisory agency accounts$208,000209
Number of foundation and endowment trust and agency accounts, managed assets$162,00046
Other Fiduciary Accounts$6,00063
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$436,000105
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000284
Personal Trust and Agency Accounts$19,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000245
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$4,000141
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$24,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000255
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$947,000225
Number of Managed Accounts$909,000188
Personal Trust and Agency Accounts$102,000420
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000191
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$421,000112
Corporate Trust and Agency Accounts$10,00047
Number of managed investment management and investment advisory agency accounts$206,000214
Number of foundation and endowment trust and agency accounts, managed assets$156,00047
Other Fiduciary Accounts$6,00092
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$421,000108
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$38,000485
Personal Trust and Agency Accounts$19,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000328
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$14,000394
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$4,000201
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$25,000392
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000466
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$914,000223
Number of Managed Accounts$876,000191
Personal Trust and Agency Accounts$98,000331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000175
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$402,000114
Corporate Trust and Agency Accounts$10,00034
Number of managed investment management and investment advisory agency accounts$203,000207
Number of foundation and endowment trust and agency accounts, managed assets$149,00046
Other Fiduciary Accounts$6,00061
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$402,000106
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000291
Personal Trust and Agency Accounts$19,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000250
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$14,000222
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$4,000135
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$27,000264
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000255
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$893,000228
Number of Managed Accounts$856,000198
Personal Trust and Agency Accounts$96,000337
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000196
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$390,000117
Corporate Trust and Agency Accounts$10,00035
Number of managed investment management and investment advisory agency accounts$201,000209
Number of foundation and endowment trust and agency accounts, managed assets$147,00046
Other Fiduciary Accounts$6,00069
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$390,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000295
Personal Trust and Agency Accounts$19,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000254
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$12,000239
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$5,000126
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$27,000266
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000277
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$884,000229
Number of Managed Accounts$847,000197
Personal Trust and Agency Accounts$97,000335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000198
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$382,000121
Corporate Trust and Agency Accounts$10,00035
Number of managed investment management and investment advisory agency accounts$199,000207
Number of foundation and endowment trust and agency accounts, managed assets$147,00046
Other Fiduciary Accounts$6,00072
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$382,000111
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000292
Personal Trust and Agency Accounts$19,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$12,000240
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$5,000129
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$28,000265
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
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$879,000244
Number of Managed Accounts$842,000197
Personal Trust and Agency Accounts$94,000452
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000249
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$384,000122
Corporate Trust and Agency Accounts$10,00052
Number of managed investment management and investment advisory agency accounts$198,000215
Number of foundation and endowment trust and agency accounts, managed assets$145,00044
Other Fiduciary Accounts$6,000101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$384,000113
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$37,000499
Personal Trust and Agency Accounts$19,000278
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000356
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$12,000437
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$5,000193
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$27,000396
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000518
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$865,000236
Number of Managed Accounts$827,000197
Personal Trust and Agency Accounts$93,000333
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000211
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$376,000119
Corporate Trust and Agency Accounts$10,00035
Number of managed investment management and investment advisory agency accounts$197,000213
Number of foundation and endowment trust and agency accounts, managed assets$140,00044
Other Fiduciary Accounts$6,00069
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$376,000111
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000287
Personal Trust and Agency Accounts$19,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000255
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$13,000228
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$5,000125
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$24,000279
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000262
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$871,000238
Number of Managed Accounts$833,000197
Personal Trust and Agency Accounts$95,000333
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000212
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$373,000121
Corporate Trust and Agency Accounts$14,00032
Number of managed investment management and investment advisory agency accounts$202,000212
Number of foundation and endowment trust and agency accounts, managed assets$138,00044
Other Fiduciary Accounts$6,00068
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$373,000110
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000289
Personal Trust and Agency Accounts$19,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$13,000228
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$5,000125
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$25,000283
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000261
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$853,000237
Number of Managed Accounts$814,000198
Personal Trust and Agency Accounts$85,000338
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$359,000126
Corporate Trust and Agency Accounts$16,00028
Number of managed investment management and investment advisory agency accounts$205,000209
Number of foundation and endowment trust and agency accounts, managed assets$136,00046
Other Fiduciary Accounts$6,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$359,000115
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$39,000291
Personal Trust and Agency Accounts$20,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$13,000233
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$5,000127
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$21,000291
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000267
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$815,000251
Number of Managed Accounts$778,000209
Personal Trust and Agency Accounts$87,000491
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000229
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$337,000133
Corporate Trust and Agency Accounts$18,00038
Number of managed investment management and investment advisory agency accounts$190,000225
Number of foundation and endowment trust and agency accounts, managed assets$134,00046
Other Fiduciary Accounts$5,000103
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$337,000123
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$37,000516
Personal Trust and Agency Accounts$18,000306
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000373
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$14,000434
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$4,000209
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$21,000444
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000505
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$797,000247
Number of Managed Accounts$760,000208
Personal Trust and Agency Accounts$87,000340
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000203
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$328,000132
Corporate Trust and Agency Accounts$18,00026
Number of managed investment management and investment advisory agency accounts$186,000218
Number of foundation and endowment trust and agency accounts, managed assets$129,00047
Other Fiduciary Accounts$5,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$328,000121
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000291
Personal Trust and Agency Accounts$19,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$13,000230
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$4,000143
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$21,000291
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000264
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$772,000252
Number of Managed Accounts$735,000216
Personal Trust and Agency Accounts$83,000345
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000199
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$320,000131
Corporate Trust and Agency Accounts$18,00028
Number of managed investment management and investment advisory agency accounts$178,000220
Number of foundation and endowment trust and agency accounts, managed assets$124,00049
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$320,000120
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$37,000290
Personal Trust and Agency Accounts$19,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000265
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$13,000229
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$4,000140
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$18,000297
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000265
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$777,000252
Number of Managed Accounts$741,000210
Personal Trust and Agency Accounts$97,000330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$319,000128
Corporate Trust and Agency Accounts$18,00028
Number of managed investment management and investment advisory agency accounts$173,000226
Number of foundation and endowment trust and agency accounts, managed assets$122,00050
Other Fiduciary Accounts$5,00067
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$319,000116
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000292
Personal Trust and Agency Accounts$20,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000271
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$12,000237
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$3,000154
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$20,000294
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000273
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$768,000268
Number of Managed Accounts$732,000215
Personal Trust and Agency Accounts$96,000464
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000236
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$311,000136
Corporate Trust and Agency Accounts$20,00032
Number of managed investment management and investment advisory agency accounts$172,000233
Number of foundation and endowment trust and agency accounts, managed assets$121,00049
Other Fiduciary Accounts$5,000104
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$311,000119
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$36,000535
Personal Trust and Agency Accounts$20,000298
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000398
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$12,000462
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$3,000243
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$20,000466
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000548
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0391
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0302
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0360
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0336
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0390
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
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$0410
Number of Managed Accounts$0395
Personal Trust and Agency Accounts$0392
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign 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$0391
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$0371
Fiduciary Accounts Held in Foreign 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$0414
Number of Managed Accounts$0400
Personal Trust and Agency Accounts$0395
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$0367
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign 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$0394
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$0374
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0335
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$726,000280
Number of Managed Accounts$694,000218
Personal Trust and Agency Accounts$94,000471
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000226
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$290,000133
Corporate Trust and Agency Accounts$20,00036
Number of managed investment management and investment advisory agency accounts$159,000236
Number of foundation and endowment trust and agency accounts, managed assets$118,00048
Other Fiduciary Accounts$5,00099
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$290,000116
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$32,000585
Personal Trust and Agency Accounts$19,000305
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000422
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$9,000521
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$3,000263
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$24,000446
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000608
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$0391
Number of Managed Accounts$0377
Personal Trust and Agency Accounts$0375
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0212
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0344
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$0314
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$0356
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Personal Trust and Agency Accounts$0380
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$0348
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0315
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0289
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0322
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0361
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0323
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Personal Trust and Agency Accounts$0381
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0213
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0346
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0372
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0361
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$693,000286
Number of Managed Accounts$666,000224
Personal Trust and Agency Accounts$114,000424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000239
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$249,000149
Corporate Trust and Agency Accounts$20,00038
Number of managed investment management and investment advisory agency accounts$155,000238
Number of foundation and endowment trust and agency accounts, managed assets$116,00047
Other Fiduciary Accounts$4,000110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$249,000132
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$27,000635
Personal Trust and Agency Accounts$5,000513
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000271
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$10,000513
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$4,000227
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$30,000433
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000600
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$0417
Number of Managed Accounts$0397
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0358
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0320
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0395
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0423
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0223
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0400
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0372
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0428
Number of Managed Accounts$0410
Personal Trust and Agency Accounts$0405
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0368
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0404
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0324
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$667,000298
Number of Managed Accounts$642,000230
Personal Trust and Agency Accounts$102,000467
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000245
Employee Benefit-defined Benefit Accounts$0357
Number of other employee benefit and retirement-related accounts$234,000153
Corporate Trust and Agency Accounts$23,00038
Number of managed investment management and investment advisory agency accounts$161,000236
Number of foundation and endowment trust and agency accounts, managed assets$109,00049
Other Fiduciary Accounts$4,000124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$234,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$25,000690
Personal Trust and Agency Accounts$5,000535
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000276
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$8,000552
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$4,000214
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$32,000445
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000622
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$0412
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0386
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0232
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0354
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0312
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$0311
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0306
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0383
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$0356
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0401
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0313
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$0377
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$627,000323
Number of Managed Accounts$598,000242
Personal Trust and Agency Accounts$101,000478
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000250
Employee Benefit-defined Benefit Accounts$0372
Number of other employee benefit and retirement-related accounts$199,000175
Corporate Trust and Agency Accounts$28,00028
Number of managed investment management and investment advisory agency accounts$251,000169
Number of foundation and endowment trust and agency accounts, managed assets$6,000289
Other Fiduciary Accounts$4,000132
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$183,000154
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$29,000685
Personal Trust and Agency Accounts$5,000569
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000255
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$8,000562
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$5,000175
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$29,000455
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$4,000684
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$0409
Number of Managed Accounts$0386
Personal Trust and Agency Accounts$0376
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$0353
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0386
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0306
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$0362
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$0415
Number of Managed Accounts$0392
Personal Trust and Agency Accounts$0383
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0305
Employee Benefit-defined Benefit Accounts$0225
Number of other employee benefit and retirement-related accounts$0346
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0393
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0311
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$0375
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$0418
Number of Managed Accounts$0395
Personal Trust and Agency Accounts$0385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$0348
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0393
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$0378
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$665,000312
Number of Managed Accounts$615,000244
Personal Trust and Agency Accounts$125,000417
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000339
Employee Benefit-defined Benefit Accounts$1,000246
Number of other employee benefit and retirement-related accounts$199,000172
Corporate Trust and Agency Accounts$30,00040
Number of managed investment management and investment advisory agency accounts$241,000196
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,00068
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$50,000536
Personal Trust and Agency Accounts$22,000326
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000351
Employee Benefit-defined Benefit Accounts$9,00085
Number non-managed other employee benefit and retirement-related accounts$8,000575
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$6,000156
Memoranda
Custody and Safekeeping Accounts$31,000470
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$0441
Number of Managed Accounts$0419
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0375
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$0390
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0421
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0313
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$0330
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0397
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$0450
Number of Managed Accounts$0425
Personal Trust and Agency Accounts$0415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0241
Number of other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0394
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0427
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0401
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$0460
Number of Managed Accounts$0434
Personal Trust and Agency Accounts$0425
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0240
Number of other employee benefit and retirement-related accounts$0388
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$0400
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0433
Personal Trust and Agency Accounts$0363
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0408
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$636,000316
Number of Managed Accounts$576,000253
Personal Trust and Agency Accounts$133,000401
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0667
Employee Benefit-defined Benefit Accounts$1,000249
Number of other employee benefit and retirement-related accounts$164,000187
Corporate Trust and Agency Accounts$31,00041
Number of managed investment management and investment advisory agency accounts$233,000202
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,00085
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$60,000501
Personal Trust and Agency Accounts$19,000353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000321
Employee Benefit-defined Benefit Accounts$9,00087
Number non-managed other employee benefit and retirement-related accounts$11,000538
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,000122
Memoranda
Custody and Safekeeping Accounts$30,000489
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$0444
Number of Managed Accounts$0421
Personal Trust and Agency Accounts$0406
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0317
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0417
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0332
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$0393
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$0450
Number of Managed Accounts$0427
Personal Trust and Agency Accounts$0414
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0323
Employee Benefit-defined Benefit Accounts$0244
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0385
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0422
Personal Trust and Agency Accounts$0355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$0402
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$0451
Number of Managed Accounts$0427
Personal Trust and Agency Accounts$0415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$0386
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0425
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0333
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$0400
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$575,000343
Number of Managed Accounts$550,000255
Personal Trust and Agency Accounts$135,000398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000318
Employee Benefit-defined Benefit Accounts$2,000199
Number of other employee benefit and retirement-related accounts$160,000178
Corporate Trust and Agency Accounts$32,00048
Number of managed investment management and investment advisory agency accounts$201,000206
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00095
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000739
Personal Trust and Agency Accounts$7,000558
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0653
Employee Benefit-defined Benefit Accounts$9,00096
Number non-managed other employee benefit and retirement-related accounts$0854
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,000127
Memoranda
Custody and Safekeeping Accounts$29,000511
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$553,000352
Number of Managed Accounts$530,000275
Personal Trust and Agency Accounts$126,000441
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000320
Employee Benefit-defined Benefit Accounts$2,000236
Number of other employee benefit and retirement-related accounts$153,000179
Corporate Trust and Agency Accounts$33,00049
Number of managed investment management and investment advisory agency accounts$194,000208
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,000104
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000788
Personal Trust and Agency Accounts$6,000627
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$7,000113
Number non-managed other employee benefit and retirement-related accounts$0867
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$10,000126
Memoranda
Custody and Safekeeping Accounts$34,000500
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$0460
Number of Managed Accounts$0435
Personal Trust and Agency Accounts$0423
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0414
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$0465
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0433
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0414
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$492,000390
Number of Managed Accounts$439,000314
Personal Trust and Agency Accounts$126,000444
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000491
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$109,000223
Corporate Trust and Agency Accounts$38,00038
Number of managed investment management and investment advisory agency accounts$163,000233
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$53,000578
Personal Trust and Agency Accounts$5,000637
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000238
Employee Benefit-defined Benefit Accounts$1,000206
Number non-managed other employee benefit and retirement-related accounts$22,000437
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$34,000504
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$0453
Number of Managed Accounts$0424
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0423
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$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$0404
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$0462
Number of Managed Accounts$0429
Personal Trust and Agency Accounts$0418
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0432
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$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$0409
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$0473
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$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$0438
Personal Trust and Agency Accounts$0364
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$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$0417
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$456,000429
Number of Managed Accounts$396,000344
Personal Trust and Agency Accounts$127,000459
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000411
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$77,000269
Corporate Trust and Agency Accounts$45,00038
Number of managed investment management and investment advisory agency accounts$140,000257
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$60,000569
Personal Trust and Agency Accounts$4,000693
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000236
Employee Benefit-defined Benefit Accounts$1,000217
Number non-managed other employee benefit and retirement-related accounts$24,000447
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$43,000487
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$0473
Number of Managed Accounts$0442
Personal Trust and Agency Accounts$0432
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0446
Personal Trust and Agency Accounts$0370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$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$0430
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$0474
Number of Managed Accounts$0446
Personal Trust and Agency Accounts$0436
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0353
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$0387
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0448
Personal Trust and Agency Accounts$0377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$0431
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$0491
Number of Managed Accounts$0461
Personal Trust and Agency Accounts$0450
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0360
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0460
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$0442
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$467,000428
Number of Managed Accounts$375,000377
Personal Trust and Agency Accounts$126,000484
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$12,000372
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$60,000322
Corporate Trust and Agency Accounts$44,00046
Number of managed investment management and investment advisory agency accounts$133,000263
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$92,000446
Personal Trust and Agency Accounts$4,000718
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000208
Employee Benefit-defined Benefit Accounts$1,000230
Number non-managed other employee benefit and retirement-related accounts$36,000359
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$45,000510
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$349,000493
Number of Managed Accounts$258,000450
Personal Trust and Agency Accounts$76,000667
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000420
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$43,000341
Corporate Trust and Agency Accounts$38,00059
Number of managed investment management and investment advisory agency accounts$93,000294
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$91,000431
Personal Trust and Agency Accounts$33,000279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000255
Employee Benefit-defined Benefit Accounts$1,000220
Number non-managed other employee benefit and retirement-related accounts$27,000405
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$37,000516
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