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TD Bank, Number of Fiduciary and Related Asset Accounts

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$5,469,00056
Number of Managed Accounts$3,270,00063
Personal Trust and Agency Accounts$1,602,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000127
Employee Benefit-defined Benefit Accounts$15,00044
Number of other employee benefit and retirement-related accounts$45,000322
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,215,00054
Number of foundation and endowment trust and agency accounts, managed assets$374,00024
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$45,000316
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,199,00041
Personal Trust and Agency Accounts$93,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$28,00035
Number non-managed other employee benefit and retirement-related accounts$19,000185
Corporate Trust and Agency Accounts$2,059,00018
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$1,380,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000226
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,527,00058
Number of Managed Accounts$3,315,00061
Personal Trust and Agency Accounts$1,621,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000126
Employee Benefit-defined Benefit Accounts$16,00047
Number of other employee benefit and retirement-related accounts$48,000321
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$1,235,00054
Number of foundation and endowment trust and agency accounts, managed assets$375,00023
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$48,000311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,212,00042
Personal Trust and Agency Accounts$93,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$29,00036
Number non-managed other employee benefit and retirement-related accounts$19,000189
Corporate Trust and Agency Accounts$2,071,00017
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$1,390,00042
Fiduciary Accounts Held in Foreign Offices$010
# 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$5,718,00055
Number of Managed Accounts$3,441,00058
Personal Trust and Agency Accounts$1,651,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000131
Employee Benefit-defined Benefit Accounts$17,00049
Number of other employee benefit and retirement-related accounts$64,000389
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$1,310,00054
Number of foundation and endowment trust and agency accounts, managed assets$378,00023
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$64,000370
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,829,00021
Number of Non-Managed Accounts$2,277,00042
Personal Trust and Agency Accounts$95,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$28,00035
Number non-managed other employee benefit and retirement-related accounts$20,000324
Corporate Trust and Agency Accounts$2,134,00016
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$1,450,00044
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000399
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$5,867,00051
Number of Managed Accounts$3,628,00056
Personal Trust and Agency Accounts$1,696,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000116
Employee Benefit-defined Benefit Accounts$19,00045
Number of other employee benefit and retirement-related accounts$144,000250
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$1,366,00051
Number of foundation and endowment trust and agency accounts, managed assets$380,00022
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$144,000240
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,239,00039
Personal Trust and Agency Accounts$102,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$28,00034
Number non-managed other employee benefit and retirement-related accounts$20,000181
Corporate Trust and Agency Accounts$2,089,00016
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$1,468,00043
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000220
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,097,00048
Number of Managed Accounts$3,872,00052
Personal Trust and Agency Accounts$1,740,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000110
Employee Benefit-defined Benefit Accounts$20,00044
Number of other employee benefit and retirement-related accounts$274,000170
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,431,00044
Number of foundation and endowment trust and agency accounts, managed assets$382,00024
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$274,000163
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,225,00039
Personal Trust and Agency Accounts$101,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$28,00035
Number non-managed other employee benefit and retirement-related accounts$20,000186
Corporate Trust and Agency Accounts$2,076,00016
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$1,457,00043
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000222
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$6,312,00048
Number of Managed Accounts$4,053,00052
Personal Trust and Agency Accounts$1,738,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000113
Employee Benefit-defined Benefit Accounts$21,00043
Number of other employee benefit and retirement-related accounts$388,000122
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$1,498,00042
Number of foundation and endowment trust and agency accounts, managed assets$384,00021
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$388,000118
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,259,00041
Personal Trust and Agency Accounts$100,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$24,00037
Number non-managed other employee benefit and retirement-related accounts$19,000190
Corporate Trust and Agency Accounts$2,116,00016
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$1,461,00043
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000225
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$6,661,00047
Number of Managed Accounts$4,344,00051
Personal Trust and Agency Accounts$1,775,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000118
Employee Benefit-defined Benefit Accounts$21,00042
Number of other employee benefit and retirement-related accounts$549,00089
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$1,579,00041
Number of foundation and endowment trust and agency accounts, managed assets$395,00021
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$549,00084
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,255,00019
Number of Non-Managed Accounts$2,317,00042
Personal Trust and Agency Accounts$100,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$27,00038
Number non-managed other employee benefit and retirement-related accounts$19,000354
Corporate Trust and Agency Accounts$2,171,00015
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$1,501,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000419
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$6,819,00044
Number of Managed Accounts$4,450,00048
Personal Trust and Agency Accounts$1,823,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000106
Employee Benefit-defined Benefit Accounts$21,00042
Number of other employee benefit and retirement-related accounts$571,00084
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,609,00041
Number of foundation and endowment trust and agency accounts, managed assets$398,00020
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$571,00078
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,369,00040
Personal Trust and Agency Accounts$101,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$31,00033
Number non-managed other employee benefit and retirement-related accounts$20,000198
Corporate Trust and Agency Accounts$2,217,00015
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$1,505,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000233
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$7,104,00044
Number of Managed Accounts$4,702,00043
Personal Trust and Agency Accounts$1,923,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000103
Employee Benefit-defined Benefit Accounts$21,00043
Number of other employee benefit and retirement-related accounts$592,00081
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$1,715,00037
Number of foundation and endowment trust and agency accounts, managed assets$422,00019
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$592,00075
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,402,00040
Personal Trust and Agency Accounts$110,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0281
Employee Benefit-defined Benefit Accounts$34,00033
Number non-managed other employee benefit and retirement-related accounts$21,000196
Corporate Trust and Agency Accounts$2,237,00015
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$1,484,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000231
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$7,201,00044
Number of Managed Accounts$4,819,00040
Personal Trust and Agency Accounts$1,935,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000103
Employee Benefit-defined Benefit Accounts$22,00044
Number of other employee benefit and retirement-related accounts$616,00076
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$1,788,00035
Number of foundation and endowment trust and agency accounts, managed assets$427,00019
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$616,00071
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,382,00041
Personal Trust and Agency Accounts$109,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$34,00030
Number non-managed other employee benefit and retirement-related accounts$21,000200
Corporate Trust and Agency Accounts$2,218,00015
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$1,536,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000233
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$7,595,00041
Number of Managed Accounts$4,957,00037
Personal Trust and Agency Accounts$2,000,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000114
Employee Benefit-defined Benefit Accounts$24,00041
Number of other employee benefit and retirement-related accounts$640,00074
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$1,834,00033
Number of foundation and endowment trust and agency accounts, managed assets$429,00019
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$640,00068
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,798,00018
Number of Non-Managed Accounts$2,638,00038
Personal Trust and Agency Accounts$280,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000356
Employee Benefit-defined Benefit Accounts$35,00032
Number non-managed other employee benefit and retirement-related accounts$26,000308
Corporate Trust and Agency Accounts$2,296,00015
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$1,545,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000372
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,704,00041
Number of Managed Accounts$5,054,00036
Personal Trust and Agency Accounts$2,034,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000105
Employee Benefit-defined Benefit Accounts$25,00039
Number of other employee benefit and retirement-related accounts$655,00069
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$1,878,00033
Number of foundation and endowment trust and agency accounts, managed assets$431,00017
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$655,00064
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,650,00036
Personal Trust and Agency Accounts$276,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000243
Employee Benefit-defined Benefit Accounts$34,00032
Number non-managed other employee benefit and retirement-related accounts$26,000170
Corporate Trust and Agency Accounts$2,312,00015
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$1,525,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000201
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$7,972,00040
Number of Managed Accounts$5,218,00037
Personal Trust and Agency Accounts$2,092,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00099
Employee Benefit-defined Benefit Accounts$26,00039
Number of other employee benefit and retirement-related accounts$683,00070
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$1,946,00031
Number of foundation and endowment trust and agency accounts, managed assets$436,00018
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$683,00062
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,754,00036
Personal Trust and Agency Accounts$280,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00061
Employee Benefit-defined Benefit Accounts$36,00033
Number non-managed other employee benefit and retirement-related accounts$27,000165
Corporate Trust and Agency Accounts$2,297,00016
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$1,440,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000194
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,119,00041
Number of Managed Accounts$5,314,00037
Personal Trust and Agency Accounts$2,098,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000100
Employee Benefit-defined Benefit Accounts$27,00039
Number of other employee benefit and retirement-related accounts$705,00064
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$2,009,00031
Number of foundation and endowment trust and agency accounts, managed assets$440,00017
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$705,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,805,00037
Personal Trust and Agency Accounts$280,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00052
Employee Benefit-defined Benefit Accounts$34,00032
Number non-managed other employee benefit and retirement-related accounts$27,000171
Corporate Trust and Agency Accounts$2,321,00016
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$1,481,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000204
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,294,00041
Number of Managed Accounts$5,423,00037
Personal Trust and Agency Accounts$2,134,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,00099
Employee Benefit-defined Benefit Accounts$27,00040
Number of other employee benefit and retirement-related accounts$727,00060
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$2,054,00030
Number of foundation and endowment trust and agency accounts, managed assets$443,00017
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$727,00054
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,108,00014
Number of Non-Managed Accounts$2,871,00040
Personal Trust and Agency Accounts$278,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00051
Employee Benefit-defined Benefit Accounts$34,00033
Number non-managed other employee benefit and retirement-related accounts$27,000320
Corporate Trust and Agency Accounts$2,383,00016
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$1,484,00047
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000384
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$8,473,00038
Number of Managed Accounts$5,598,00035
Personal Trust and Agency Accounts$2,246,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00092
Employee Benefit-defined Benefit Accounts$29,00033
Number of other employee benefit and retirement-related accounts$750,00057
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$2,128,00031
Number of foundation and endowment trust and agency accounts, managed assets$405,00019
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$750,00052
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,875,00036
Personal Trust and Agency Accounts$282,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00047
Employee Benefit-defined Benefit Accounts$35,00034
Number non-managed other employee benefit and retirement-related accounts$32,000157
Corporate Trust and Agency Accounts$2,363,00016
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$1,933,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000187
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,587,00038
Number of Managed Accounts$5,708,00034
Personal Trust and Agency Accounts$2,240,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00086
Employee Benefit-defined Benefit Accounts$29,00032
Number of other employee benefit and retirement-related accounts$770,00054
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$2,167,00029
Number of foundation and endowment trust and agency accounts, managed assets$460,00017
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$770,00048
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,879,00036
Personal Trust and Agency Accounts$284,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00047
Employee Benefit-defined Benefit Accounts$36,00034
Number non-managed other employee benefit and retirement-related accounts$32,000156
Corporate Trust and Agency Accounts$2,364,00016
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$1,897,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000190
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$8,728,00038
Number of Managed Accounts$5,814,00034
Personal Trust and Agency Accounts$2,291,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00081
Employee Benefit-defined Benefit Accounts$30,00033
Number of other employee benefit and retirement-related accounts$804,00048
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$2,231,00030
Number of foundation and endowment trust and agency accounts, managed assets$414,00019
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$804,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,914,00038
Personal Trust and Agency Accounts$253,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$173,00044
Employee Benefit-defined Benefit Accounts$41,00034
Number non-managed other employee benefit and retirement-related accounts$33,000158
Corporate Trust and Agency Accounts$2,414,00016
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$1,848,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000192
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$9,162,00037
Number of Managed Accounts$6,102,00032
Personal Trust and Agency Accounts$2,343,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00079
Employee Benefit-defined Benefit Accounts$33,00034
Number of other employee benefit and retirement-related accounts$831,00045
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$2,426,00028
Number of foundation and endowment trust and agency accounts, managed assets$418,00019
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$831,00042
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$8,853,00010
Number of Non-Managed Accounts$3,060,00037
Personal Trust and Agency Accounts$268,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00044
Employee Benefit-defined Benefit Accounts$38,00033
Number non-managed other employee benefit and retirement-related accounts$38,000273
Corporate Trust and Agency Accounts$2,521,00016
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$1,882,00041
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000326
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$9,206,00037
Number of Managed Accounts$6,126,00033
Personal Trust and Agency Accounts$2,403,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00076
Employee Benefit-defined Benefit Accounts$34,00033
Number of other employee benefit and retirement-related accounts$877,00041
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$2,339,00028
Number of foundation and endowment trust and agency accounts, managed assets$422,00017
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$877,00039
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,080,00035
Personal Trust and Agency Accounts$268,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00045
Employee Benefit-defined Benefit Accounts$39,00037
Number non-managed other employee benefit and retirement-related accounts$41,000146
Corporate Trust and Agency Accounts$2,542,00017
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$1,895,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000170
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$9,538,00036
Number of Managed Accounts$6,408,00031
Personal Trust and Agency Accounts$2,441,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00073
Employee Benefit-defined Benefit Accounts$34,00034
Number of other employee benefit and retirement-related accounts$911,00037
Corporate Trust and Agency Accounts$140,0009
Number of managed investment management and investment advisory agency accounts$2,407,00027
Number of foundation and endowment trust and agency accounts, managed assets$423,00017
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$911,00036
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,130,00036
Personal Trust and Agency Accounts$269,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00045
Employee Benefit-defined Benefit Accounts$39,00037
Number non-managed other employee benefit and retirement-related accounts$48,000138
Corporate Trust and Agency Accounts$2,577,00017
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$1,935,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000167
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$9,589,00035
Number of Managed Accounts$6,303,00030
Personal Trust and Agency Accounts$2,445,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00068
Employee Benefit-defined Benefit Accounts$34,00034
Number of other employee benefit and retirement-related accounts$914,00037
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$2,424,00027
Number of foundation and endowment trust and agency accounts, managed assets$429,00017
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$914,00036
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,286,00035
Personal Trust and Agency Accounts$262,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$199,00045
Employee Benefit-defined Benefit Accounts$41,00038
Number non-managed other employee benefit and retirement-related accounts$52,000139
Corporate Trust and Agency Accounts$2,732,00015
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$1,997,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$52,000166
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$9,849,00035
Number of Managed Accounts$6,441,00029
Personal Trust and Agency Accounts$2,499,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00073
Employee Benefit-defined Benefit Accounts$37,00034
Number of other employee benefit and retirement-related accounts$913,00035
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$2,504,00025
Number of foundation and endowment trust and agency accounts, managed assets$430,00016
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$913,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$4,812,00017
Number of Non-Managed Accounts$3,408,00037
Personal Trust and Agency Accounts$263,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$216,00045
Employee Benefit-defined Benefit Accounts$41,00038
Number non-managed other employee benefit and retirement-related accounts$55,000230
Corporate Trust and Agency Accounts$2,833,00014
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$1,994,00041
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$55,000278
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$9,804,00033
Number of Managed Accounts$6,394,00028
Personal Trust and Agency Accounts$2,491,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00068
Employee Benefit-defined Benefit Accounts$35,00032
Number of other employee benefit and retirement-related accounts$908,00033
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$2,465,00025
Number of foundation and endowment trust and agency accounts, managed assets$432,00015
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$908,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,410,00035
Personal Trust and Agency Accounts$286,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00042
Employee Benefit-defined Benefit Accounts$41,00040
Number non-managed other employee benefit and retirement-related accounts$54,000126
Corporate Trust and Agency Accounts$2,810,00015
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$2,175,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$54,000155
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$9,934,00033
Number of Managed Accounts$6,512,00028
Personal Trust and Agency Accounts$2,548,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00068
Employee Benefit-defined Benefit Accounts$34,00031
Number of other employee benefit and retirement-related accounts$892,00035
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$2,538,00026
Number of foundation and endowment trust and agency accounts, managed assets$437,00014
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$892,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,422,00036
Personal Trust and Agency Accounts$287,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$217,00042
Employee Benefit-defined Benefit Accounts$42,00041
Number non-managed other employee benefit and retirement-related accounts$55,000125
Corporate Trust and Agency Accounts$2,821,00016
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$2,137,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$55,000153
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$10,617,00034
Number of Managed Accounts$6,872,00027
Personal Trust and Agency Accounts$2,657,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00057
Employee Benefit-defined Benefit Accounts$39,00028
Number of other employee benefit and retirement-related accounts$917,00031
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$2,743,00025
Number of foundation and endowment trust and agency accounts, managed assets$441,00015
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$917,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,745,00033
Personal Trust and Agency Accounts$300,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$215,00044
Employee Benefit-defined Benefit Accounts$43,00040
Number non-managed other employee benefit and retirement-related accounts$63,000120
Corporate Trust and Agency Accounts$3,124,00014
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$2,165,00034
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$63,000143
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$10,887,00032
Number of Managed Accounts$7,066,00027
Personal Trust and Agency Accounts$2,690,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00061
Employee Benefit-defined Benefit Accounts$38,00031
Number of other employee benefit and retirement-related accounts$925,00031
Corporate Trust and Agency Accounts$6,00081
Number of managed investment management and investment advisory agency accounts$2,922,00023
Number of foundation and endowment trust and agency accounts, managed assets$406,00014
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$925,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$5,085,00018
Number of Non-Managed Accounts$3,821,00032
Personal Trust and Agency Accounts$298,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$218,00044
Employee Benefit-defined Benefit Accounts$49,00033
Number non-managed other employee benefit and retirement-related accounts$63,000211
Corporate Trust and Agency Accounts$3,193,00013
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$2,191,00034
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$63,000256
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$11,097,00033
Number of Managed Accounts$7,250,00029
Personal Trust and Agency Accounts$2,792,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00051
Employee Benefit-defined Benefit Accounts$39,00028
Number of other employee benefit and retirement-related accounts$931,00033
Corporate Trust and Agency Accounts$9,00039
Number of managed investment management and investment advisory agency accounts$2,982,00024
Number of foundation and endowment trust and agency accounts, managed assets$412,00014
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$931,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,847,00029
Personal Trust and Agency Accounts$269,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00043
Employee Benefit-defined Benefit Accounts$50,00033
Number non-managed other employee benefit and retirement-related accounts$67,000116
Corporate Trust and Agency Accounts$3,230,00012
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$2,265,00033
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$67,000134
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$11,177,00034
Number of Managed Accounts$7,340,00030
Personal Trust and Agency Accounts$2,836,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00037
Employee Benefit-defined Benefit Accounts$39,00029
Number of other employee benefit and retirement-related accounts$946,00033
Corporate Trust and Agency Accounts$18,00026
Number of managed investment management and investment advisory agency accounts$2,946,00023
Number of foundation and endowment trust and agency accounts, managed assets$444,00013
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$946,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,837,00031
Personal Trust and Agency Accounts$269,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$243,00043
Employee Benefit-defined Benefit Accounts$50,00032
Number non-managed other employee benefit and retirement-related accounts$50,000140
Corporate Trust and Agency Accounts$3,225,00013
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$2,304,00034
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000220
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$10,994,00033
Number of Managed Accounts$7,123,00029
Personal Trust and Agency Accounts$2,863,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00036
Employee Benefit-defined Benefit Accounts$38,00030
Number of other employee benefit and retirement-related accounts$958,00031
Corporate Trust and Agency Accounts$27,00020
Number of managed investment management and investment advisory agency accounts$2,676,00025
Number of foundation and endowment trust and agency accounts, managed assets$444,00013
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$958,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,871,00033
Personal Trust and Agency Accounts$257,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$249,00044
Employee Benefit-defined Benefit Accounts$48,00035
Number non-managed other employee benefit and retirement-related accounts$53,000137
Corporate Trust and Agency Accounts$3,264,00013
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$2,220,00034
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000225
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$11,251,00033
Number of Managed Accounts$7,276,00030
Personal Trust and Agency Accounts$2,918,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00041
Employee Benefit-defined Benefit Accounts$38,00034
Number of other employee benefit and retirement-related accounts$986,00030
Corporate Trust and Agency Accounts$27,00033
Number of managed investment management and investment advisory agency accounts$2,740,00024
Number of foundation and endowment trust and agency accounts, managed assets$449,00011
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$986,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$3,975,00034
Personal Trust and Agency Accounts$252,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$252,00045
Employee Benefit-defined Benefit Accounts$45,00037
Number non-managed other employee benefit and retirement-related accounts$56,000237
Corporate Trust and Agency Accounts$3,354,00013
Number of investment management and advisory agency accounts, non-managed assets$16,00093
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$2,248,00036
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000476
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$11,280,00032
Number of Managed Accounts$7,245,00027
Personal Trust and Agency Accounts$2,951,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00037
Employee Benefit-defined Benefit Accounts$36,00033
Number of other employee benefit and retirement-related accounts$988,00029
Corporate Trust and Agency Accounts$25,00022
Number of managed investment management and investment advisory agency accounts$2,681,00024
Number of foundation and endowment trust and agency accounts, managed assets$444,00011
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$988,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,035,00033
Personal Trust and Agency Accounts$252,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00045
Employee Benefit-defined Benefit Accounts$38,00041
Number non-managed other employee benefit and retirement-related accounts$60,000127
Corporate Trust and Agency Accounts$3,421,00013
Number of investment management and advisory agency accounts, non-managed assets$16,00060
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$2,145,00035
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000208
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$10,248,00034
Number of Managed Accounts$6,481,00029
Personal Trust and Agency Accounts$2,549,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00042
Employee Benefit-defined Benefit Accounts$35,00034
Number of other employee benefit and retirement-related accounts$901,00032
Corporate Trust and Agency Accounts$25,00019
Number of managed investment management and investment advisory agency accounts$2,446,00026
Number of foundation and endowment trust and agency accounts, managed assets$412,00011
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$901,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,767,00037
Personal Trust and Agency Accounts$227,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00048
Employee Benefit-defined Benefit Accounts$39,00040
Number non-managed other employee benefit and retirement-related accounts$59,000123
Corporate Trust and Agency Accounts$3,192,00014
Number of investment management and advisory agency accounts, non-managed assets$15,00060
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$2,335,00034
Fiduciary Accounts Held in Foreign Offices$09
# 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$10,154,00036
Number of Managed Accounts$6,488,00028
Personal Trust and Agency Accounts$2,567,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00038
Employee Benefit-defined Benefit Accounts$35,00035
Number of other employee benefit and retirement-related accounts$888,00030
Corporate Trust and Agency Accounts$25,00020
Number of managed investment management and investment advisory agency accounts$2,439,00026
Number of foundation and endowment trust and agency accounts, managed assets$419,00012
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$419,00059
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,666,00035
Personal Trust and Agency Accounts$225,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00048
Employee Benefit-defined Benefit Accounts$40,00041
Number non-managed other employee benefit and retirement-related accounts$63,000116
Corporate Trust and Agency Accounts$3,081,00013
Number of investment management and advisory agency accounts, non-managed assets$17,00051
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$2,264,00035
Fiduciary Accounts Held in Foreign Offices$09
# 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$8,796,00043
Number of Managed Accounts$6,402,00031
Personal Trust and Agency Accounts$2,533,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00045
Employee Benefit-defined Benefit Accounts$38,00037
Number of other employee benefit and retirement-related accounts$878,00032
Corporate Trust and Agency Accounts$25,00031
Number of managed investment management and investment advisory agency accounts$2,394,00027
Number of foundation and endowment trust and agency accounts, managed assets$417,00014
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$878,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$2,394,00047
Personal Trust and Agency Accounts$217,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$239,00049
Employee Benefit-defined Benefit Accounts$40,00041
Number non-managed other employee benefit and retirement-related accounts$69,000203
Corporate Trust and Agency Accounts$1,805,00018
Number of investment management and advisory agency accounts, non-managed assets$24,00059
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$2,073,00037
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$69,000233
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$8,744,00044
Number of Managed Accounts$6,419,00031
Personal Trust and Agency Accounts$2,809,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00044
Employee Benefit-defined Benefit Accounts$39,00035
Number of other employee benefit and retirement-related accounts$879,00038
Corporate Trust and Agency Accounts$25,00025
Number of managed investment management and investment advisory agency accounts$2,547,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
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$2,325,00047
Personal Trust and Agency Accounts$106,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$236,00050
Employee Benefit-defined Benefit Accounts$40,00041
Number non-managed other employee benefit and retirement-related accounts$68,000114
Corporate Trust and Agency Accounts$1,875,00017
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$2,138,00037
Fiduciary Accounts Held in Foreign Offices$09
# 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$8,874,00045
Number of Managed Accounts$6,470,00034
Personal Trust and Agency Accounts$2,851,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$134,00034
Employee Benefit-defined Benefit Accounts$38,00036
Number of other employee benefit and retirement-related accounts$910,00037
Corporate Trust and Agency Accounts$24,00029
Number of managed investment management and investment advisory agency accounts$2,513,00032
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
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$2,404,00047
Personal Trust and Agency Accounts$122,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00052
Employee Benefit-defined Benefit Accounts$44,00040
Number non-managed other employee benefit and retirement-related accounts$69,000118
Corporate Trust and Agency Accounts$1,943,00017
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$2,211,00037
Fiduciary Accounts Held in Foreign Offices$09
# 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$8,919,00045
Number of Managed Accounts$6,514,00033
Personal Trust and Agency Accounts$2,872,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00033
Employee Benefit-defined Benefit Accounts$41,00036
Number of other employee benefit and retirement-related accounts$911,00036
Corporate Trust and Agency Accounts$24,00032
Number of managed investment management and investment advisory agency accounts$2,520,00032
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
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$2,405,00044
Personal Trust and Agency Accounts$126,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00052
Employee Benefit-defined Benefit Accounts$45,00040
Number non-managed other employee benefit and retirement-related accounts$70,000116
Corporate Trust and Agency Accounts$1,943,00017
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$2,210,00038
Fiduciary Accounts Held in Foreign Offices$09
# 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$9,198,00044
Number of Managed Accounts$6,721,00034
Personal Trust and Agency Accounts$2,988,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00032
Employee Benefit-defined Benefit Accounts$44,00037
Number of other employee benefit and retirement-related accounts$938,00036
Corporate Trust and Agency Accounts$24,00050
Number of managed investment management and investment advisory agency accounts$2,568,00032
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
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$2,477,00050
Personal Trust and Agency Accounts$145,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00054
Employee Benefit-defined Benefit Accounts$46,00046
Number non-managed other employee benefit and retirement-related accounts$77,000200
Corporate Trust and Agency Accounts$1,983,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$2,238,00041
Fiduciary Accounts Held in Foreign Offices$09
# 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$9,432,00042
Number of Managed Accounts$6,955,00029
Personal Trust and Agency Accounts$3,026,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00028
Employee Benefit-defined Benefit Accounts$47,00033
Number of other employee benefit and retirement-related accounts$1,000,00035
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$2,714,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
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$2,477,00047
Personal Trust and Agency Accounts$138,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$218,00053
Employee Benefit-defined Benefit Accounts$47,00039
Number non-managed other employee benefit and retirement-related accounts$74,000119
Corporate Trust and Agency Accounts$2,000,00016
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$2,179,00040
Fiduciary Accounts Held in Foreign Offices$09
# 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$9,517,00043
Number of Managed Accounts$7,026,00030
Personal Trust and Agency Accounts$3,083,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00031
Employee Benefit-defined Benefit Accounts$51,00032
Number of other employee benefit and retirement-related accounts$998,00036
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$2,726,00030
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
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$2,491,00047
Personal Trust and Agency Accounts$144,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$212,00055
Employee Benefit-defined Benefit Accounts$44,00042
Number non-managed other employee benefit and retirement-related accounts$77,000119
Corporate Trust and Agency Accounts$2,014,00016
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$2,166,00044
Fiduciary Accounts Held in Foreign Offices$010
# 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$7,049,00049
Number of Managed Accounts$6,582,00031
Personal Trust and Agency Accounts$2,934,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00027
Employee Benefit-defined Benefit Accounts$50,00031
Number of other employee benefit and retirement-related accounts$985,00036
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$2,444,00032
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
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$467,000118
Personal Trust and Agency Accounts$140,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00056
Employee Benefit-defined Benefit Accounts$44,00043
Number non-managed other employee benefit and retirement-related accounts$80,000117
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$1,503,00049
Fiduciary Accounts Held in Foreign Offices$010
# 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$7,126,00050
Number of Managed Accounts$6,655,00033
Personal Trust and Agency Accounts$2,994,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$173,00026
Employee Benefit-defined Benefit Accounts$50,00036
Number of other employee benefit and retirement-related accounts$1,002,00037
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$2,436,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$471,000140
Personal Trust and Agency Accounts$148,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$199,00058
Employee Benefit-defined Benefit Accounts$44,00048
Number non-managed other employee benefit and retirement-related accounts$80,000194
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$1,493,00051
Fiduciary Accounts Held in Foreign Offices$012
# 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$7,238,00050
Number of Managed Accounts$6,755,00031
Personal Trust and Agency Accounts$3,038,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00028
Employee Benefit-defined Benefit Accounts$52,00033
Number of other employee benefit and retirement-related accounts$1,008,00035
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$2,483,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$483,000111
Personal Trust and Agency Accounts$156,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$199,00057
Employee Benefit-defined Benefit Accounts$44,00046
Number non-managed other employee benefit and retirement-related accounts$84,000110
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$1,526,00045
Fiduciary Accounts Held in Foreign Offices$011
# 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$7,269,00049
Number of Managed Accounts$6,783,00032
Personal Trust and Agency Accounts$3,070,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00027
Employee Benefit-defined Benefit Accounts$57,00031
Number of other employee benefit and retirement-related accounts$985,00035
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$2,487,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$486,000112
Personal Trust and Agency Accounts$153,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00058
Employee Benefit-defined Benefit Accounts$42,00049
Number non-managed other employee benefit and retirement-related accounts$86,000108
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$1,529,00049
Fiduciary Accounts Held in Foreign Offices$013
# 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$7,495,00047
Number of Managed Accounts$6,982,00030
Personal Trust and Agency Accounts$3,145,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00026
Employee Benefit-defined Benefit Accounts$60,00032
Number of other employee benefit and retirement-related accounts$987,00032
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$2,595,00030
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$513,000105
Personal Trust and Agency Accounts$144,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00055
Employee Benefit-defined Benefit Accounts$44,00049
Number non-managed other employee benefit and retirement-related accounts$90,000107
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$1,544,00050
Fiduciary Accounts Held in Foreign Offices$012
# 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$7,581,00048
Number of Managed Accounts$7,087,00031
Personal Trust and Agency Accounts$3,194,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00029
Employee Benefit-defined Benefit Accounts$64,00034
Number of other employee benefit and retirement-related accounts$998,00030
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$2,628,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$494,000126
Personal Trust and Agency Accounts$142,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$218,00062
Employee Benefit-defined Benefit Accounts$41,00057
Number non-managed other employee benefit and retirement-related accounts$93,000180
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$1,564,00051
Fiduciary Accounts Held in Foreign Offices$014
# 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$7,682,00050
Number of Managed Accounts$7,202,00030
Personal Trust and Agency Accounts$3,269,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$216,00025
Employee Benefit-defined Benefit Accounts$66,00032
Number of other employee benefit and retirement-related accounts$1,004,00027
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$2,647,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
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$480,000110
Personal Trust and Agency Accounts$147,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00064
Employee Benefit-defined Benefit Accounts$40,00053
Number non-managed other employee benefit and retirement-related accounts$96,000106
Corporate Trust and Agency Accounts$6,000134
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$1,536,00048
Fiduciary Accounts Held in Foreign Offices$013
# 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$9,502,00044
Number of Managed Accounts$7,497,00029
Personal Trust and Agency Accounts$3,332,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$220,00025
Employee Benefit-defined Benefit Accounts$69,00032
Number of other employee benefit and retirement-related accounts$1,012,00026
Corporate Trust and Agency Accounts$192,0007
Number of managed investment management and investment advisory agency accounts$2,672,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
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$2,005,00053
Personal Trust and Agency Accounts$217,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00068
Employee Benefit-defined Benefit Accounts$46,00057
Number non-managed other employee benefit and retirement-related accounts$92,000108
Corporate Trust and Agency Accounts$1,455,00023
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$1,540,00048
Fiduciary Accounts Held in Foreign Offices$013
# 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$9,754,00043
Number of Managed Accounts$7,757,00029
Personal Trust and Agency Accounts$3,419,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$217,00027
Employee Benefit-defined Benefit Accounts$53,00038
Number of other employee benefit and retirement-related accounts$1,109,00023
Corporate Trust and Agency Accounts$207,0007
Number of managed investment management and investment advisory agency accounts$2,742,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$10,00076
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$1,997,00051
Personal Trust and Agency Accounts$200,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$186,00068
Employee Benefit-defined Benefit Accounts$32,00058
Number non-managed other employee benefit and retirement-related accounts$111,000103
Corporate Trust and Agency Accounts$1,468,00023
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$1,542,00048
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$9,332,00049
Number of Managed Accounts$7,390,00034
Personal Trust and Agency Accounts$3,237,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$264,00023
Employee Benefit-defined Benefit Accounts$55,00039
Number of other employee benefit and retirement-related accounts$1,021,00025
Corporate Trust and Agency Accounts$205,00012
Number of managed investment management and investment advisory agency accounts$2,608,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,942,00059
Personal Trust and Agency Accounts$156,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$211,00067
Employee Benefit-defined Benefit Accounts$32,00062
Number non-managed other employee benefit and retirement-related accounts$88,000196
Corporate Trust and Agency Accounts$1,455,00023
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$1,471,00050
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$9,295,00045
Number of Managed Accounts$7,365,00031
Personal Trust and Agency Accounts$3,282,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$258,00022
Employee Benefit-defined Benefit Accounts$54,00037
Number of other employee benefit and retirement-related accounts$996,00025
Corporate Trust and Agency Accounts$200,00010
Number of managed investment management and investment advisory agency accounts$2,575,00026
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$1,930,00051
Personal Trust and Agency Accounts$154,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00064
Employee Benefit-defined Benefit Accounts$32,00056
Number non-managed other employee benefit and retirement-related accounts$86,000115
Corporate Trust and Agency Accounts$1,453,00022
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$1,391,00048
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$9,267,00044
Number of Managed Accounts$7,359,00030
Personal Trust and Agency Accounts$3,315,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$261,00022
Employee Benefit-defined Benefit Accounts$52,00037
Number of other employee benefit and retirement-related accounts$982,00025
Corporate Trust and Agency Accounts$200,0009
Number of managed investment management and investment advisory agency accounts$2,549,00023
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$1,908,00050
Personal Trust and Agency Accounts$150,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00068
Employee Benefit-defined Benefit Accounts$32,00056
Number non-managed other employee benefit and retirement-related accounts$90,000112
Corporate Trust and Agency Accounts$1,441,00022
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$1,417,00047
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$9,370,00046
Number of Managed Accounts$7,490,00031
Personal Trust and Agency Accounts$3,440,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$252,00023
Employee Benefit-defined Benefit Accounts$51,00039
Number of other employee benefit and retirement-related accounts$967,00026
Corporate Trust and Agency Accounts$203,0009
Number of managed investment management and investment advisory agency accounts$2,577,00024
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$1,880,00054
Personal Trust and Agency Accounts$173,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00072
Employee Benefit-defined Benefit Accounts$32,00057
Number non-managed other employee benefit and retirement-related accounts$93,000113
Corporate Trust and Agency Accounts$1,385,00022
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$1,441,00050
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$9,515,00050
Number of Managed Accounts$7,614,00030
Personal Trust and Agency Accounts$3,586,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$273,00023
Employee Benefit-defined Benefit Accounts$53,00041
Number of other employee benefit and retirement-related accounts$981,00024
Corporate Trust and Agency Accounts$203,0008
Number of managed investment management and investment advisory agency accounts$2,518,00025
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$1,901,00060
Personal Trust and Agency Accounts$181,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00080
Employee Benefit-defined Benefit Accounts$33,00066
Number non-managed other employee benefit and retirement-related accounts$102,000180
Corporate Trust and Agency Accounts$1,397,00023
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$1,431,00050
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$9,629,00045
Number of Managed Accounts$7,763,00028
Personal Trust and Agency Accounts$3,570,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$260,00025
Employee Benefit-defined Benefit Accounts$55,00041
Number of other employee benefit and retirement-related accounts$1,000,00022
Corporate Trust and Agency Accounts$218,0008
Number of managed investment management and investment advisory agency accounts$2,660,00022
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$1,866,00057
Personal Trust and Agency Accounts$174,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00079
Employee Benefit-defined Benefit Accounts$23,00065
Number non-managed other employee benefit and retirement-related accounts$108,000103
Corporate Trust and Agency Accounts$1,394,00022
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$1,507,00050
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$9,730,00045
Number of Managed Accounts$7,882,00028
Personal Trust and Agency Accounts$3,647,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$258,00027
Employee Benefit-defined Benefit Accounts$51,00040
Number of other employee benefit and retirement-related accounts$1,011,00021
Corporate Trust and Agency Accounts$237,0008
Number of managed investment management and investment advisory agency accounts$2,678,00022
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$1,848,00059
Personal Trust and Agency Accounts$172,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$166,00081
Employee Benefit-defined Benefit Accounts$22,00068
Number non-managed other employee benefit and retirement-related accounts$112,000106
Corporate Trust and Agency Accounts$1,376,00022
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$1,429,00048
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$8,409,00048
Number of Managed Accounts$6,578,00036
Personal Trust and Agency Accounts$3,158,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$236,00031
Employee Benefit-defined Benefit Accounts$50,00040
Number of other employee benefit and retirement-related accounts$808,00030
Corporate Trust and Agency Accounts$251,0007
Number of managed investment management and investment advisory agency accounts$2,075,00030
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$1,831,00058
Personal Trust and Agency Accounts$154,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00085
Employee Benefit-defined Benefit Accounts$21,00069
Number non-managed other employee benefit and retirement-related accounts$97,000110
Corporate Trust and Agency Accounts$1,399,00024
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$1,358,00049
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$8,401,00053
Number of Managed Accounts$6,591,00038
Personal Trust and Agency Accounts$3,066,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00030
Employee Benefit-defined Benefit Accounts$58,00041
Number of other employee benefit and retirement-related accounts$795,00032
Corporate Trust and Agency Accounts$269,0006
Number of managed investment management and investment advisory agency accounts$2,155,00029
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$1,810,00064
Personal Trust and Agency Accounts$159,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$157,00097
Employee Benefit-defined Benefit Accounts$13,00092
Number non-managed other employee benefit and retirement-related accounts$77,000220
Corporate Trust and Agency Accounts$1,404,00024
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$1,291,00054
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$8,376,00050
Number of Managed Accounts$6,563,00035
Personal Trust and Agency Accounts$3,254,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$233,00035
Employee Benefit-defined Benefit Accounts$49,00045
Number of other employee benefit and retirement-related accounts$780,00034
Corporate Trust and Agency Accounts$239,0006
Number of managed investment management and investment advisory agency accounts$2,008,00031
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$1,813,00064
Personal Trust and Agency Accounts$159,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00097
Employee Benefit-defined Benefit Accounts$13,00087
Number non-managed other employee benefit and retirement-related accounts$75,000134
Corporate Trust and Agency Accounts$1,414,00028
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$1,266,00051
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$8,412,00050
Number of Managed Accounts$6,638,00036
Personal Trust and Agency Accounts$3,155,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$236,00036
Employee Benefit-defined Benefit Accounts$49,00044
Number of other employee benefit and retirement-related accounts$789,00031
Corporate Trust and Agency Accounts$281,0007
Number of managed investment management and investment advisory agency accounts$2,128,00028
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$1,774,00068
Personal Trust and Agency Accounts$162,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,000106
Employee Benefit-defined Benefit Accounts$14,00083
Number non-managed other employee benefit and retirement-related accounts$75,000138
Corporate Trust and Agency Accounts$1,369,00030
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$1,389,00051
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$8,323,00052
Number of Managed Accounts$6,684,00036
Personal Trust and Agency Accounts$3,170,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$233,00042
Employee Benefit-defined Benefit Accounts$50,00043
Number of other employee benefit and retirement-related accounts$779,00029
Corporate Trust and Agency Accounts$285,0009
Number of managed investment management and investment advisory agency accounts$2,167,00028
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$1,639,00073
Personal Trust and Agency Accounts$142,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,000113
Employee Benefit-defined Benefit Accounts$15,00083
Number non-managed other employee benefit and retirement-related accounts$75,000136
Corporate Trust and Agency Accounts$1,261,00032
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$1,384,00052
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$8,424,00053
Number of Managed Accounts$6,763,00038
Personal Trust and Agency Accounts$3,336,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$337,00030
Employee Benefit-defined Benefit Accounts$45,00049
Number of other employee benefit and retirement-related accounts$764,00032
Corporate Trust and Agency Accounts$294,0009
Number of managed investment management and investment advisory agency accounts$1,987,00034
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$1,661,00076
Personal Trust and Agency Accounts$126,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$161,000117
Employee Benefit-defined Benefit Accounts$10,000117
Number non-managed other employee benefit and retirement-related accounts$65,000246
Corporate Trust and Agency Accounts$1,299,00032
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$1,362,00053
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$439,000425
Number of Managed Accounts$132,000657
Personal Trust and Agency Accounts$68,000697
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000342
Employee Benefit-defined Benefit Accounts$9,000126
Number of other employee benefit and retirement-related accounts$40,000352
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$307,000217
Personal Trust and Agency Accounts$19,000387
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000285
Employee Benefit-defined Benefit Accounts$1,000220
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$265,00072
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$0971
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