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The Canandaigua National Bank and Trust Company, Number of Fiduciary and Related Asset Accounts

2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,187,00069
Number of Managed Accounts$4,007,00057
Personal Trust and Agency Accounts$853,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,00089
Employee Benefit-defined Benefit Accounts$8,00062
Number of other employee benefit and retirement-related accounts$1,739,00033
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$1,232,00055
Number of foundation and endowment trust and agency accounts, managed assets$145,00051
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,734,00033
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$180,000140
Personal Trust and Agency Accounts$13,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00065
Employee Benefit-defined Benefit Accounts$1,00090
Number non-managed other employee benefit and retirement-related accounts$62,00090
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$24,00055
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$1,869,00041
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$373,00039
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,104,00071
Number of Managed Accounts$3,920,00058
Personal Trust and Agency Accounts$849,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,00089
Employee Benefit-defined Benefit Accounts$8,00065
Number of other employee benefit and retirement-related accounts$1,673,00033
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$1,211,00056
Number of foundation and endowment trust and agency accounts, managed assets$147,00051
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,668,00033
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$184,000167
Personal Trust and Agency Accounts$14,000282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00068
Employee Benefit-defined Benefit Accounts$1,000102
Number non-managed other employee benefit and retirement-related accounts$63,000135
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$25,00070
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$1,800,00045
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$377,00050
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,137,00070
Number of Managed Accounts$3,952,00058
Personal Trust and Agency Accounts$848,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,00090
Employee Benefit-defined Benefit Accounts$9,00061
Number of other employee benefit and retirement-related accounts$1,698,00032
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$1,221,00057
Number of foundation and endowment trust and agency accounts, managed assets$144,00053
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,693,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$185,000133
Personal Trust and Agency Accounts$12,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00062
Employee Benefit-defined Benefit Accounts$1,00097
Number non-managed other employee benefit and retirement-related accounts$65,00088
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$25,00053
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$1,738,00040
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$382,00036
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,157,00069
Number of Managed Accounts$3,967,00057
Personal Trust and Agency Accounts$856,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,00091
Employee Benefit-defined Benefit Accounts$9,00061
Number of other employee benefit and retirement-related accounts$1,700,00032
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,227,00057
Number of foundation and endowment trust and agency accounts, managed assets$143,00054
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,695,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$190,000141
Personal Trust and Agency Accounts$14,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00064
Employee Benefit-defined Benefit Accounts$1,00099
Number non-managed other employee benefit and retirement-related accounts$68,00093
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$24,00057
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$1,719,00041
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$392,00040
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,172,00066
Number of Managed Accounts$3,984,00055
Personal Trust and Agency Accounts$860,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,00090
Employee Benefit-defined Benefit Accounts$9,00061
Number of other employee benefit and retirement-related accounts$1,707,00031
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$1,233,00056
Number of foundation and endowment trust and agency accounts, managed assets$143,00053
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,702,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$188,000137
Personal Trust and Agency Accounts$14,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00062
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$68,00089
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$23,00058
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$1,696,00044
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$413,00039
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,210,00065
Number of Managed Accounts$4,008,00052
Personal Trust and Agency Accounts$852,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000105
Employee Benefit-defined Benefit Accounts$9,00061
Number of other employee benefit and retirement-related accounts$1,727,00030
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$1,255,00055
Number of foundation and endowment trust and agency accounts, managed assets$140,00056
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,722,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$202,000166
Personal Trust and Agency Accounts$14,000288
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00063
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$75,000122
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$23,00076
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$1,686,00049
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$441,00044
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,194,00066
Number of Managed Accounts$3,999,00054
Personal Trust and Agency Accounts$847,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000106
Employee Benefit-defined Benefit Accounts$9,00060
Number of other employee benefit and retirement-related accounts$1,730,00031
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$1,255,00057
Number of foundation and endowment trust and agency accounts, managed assets$137,00054
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,725,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$195,000136
Personal Trust and Agency Accounts$14,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00063
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$75,00085
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$23,00058
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$1,638,00043
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$456,00034
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,227,00066
Number of Managed Accounts$4,040,00053
Personal Trust and Agency Accounts$859,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00084
Employee Benefit-defined Benefit Accounts$10,00056
Number of other employee benefit and retirement-related accounts$1,736,00031
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$1,264,00056
Number of foundation and endowment trust and agency accounts, managed assets$135,00055
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,731,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$187,000142
Personal Trust and Agency Accounts$15,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00072
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$75,00089
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$26,00059
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$774,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$474,00038
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,196,00065
Number of Managed Accounts$4,010,00053
Personal Trust and Agency Accounts$845,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00086
Employee Benefit-defined Benefit Accounts$10,00058
Number of other employee benefit and retirement-related accounts$1,725,00031
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$1,262,00055
Number of foundation and endowment trust and agency accounts, managed assets$132,00057
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,718,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$186,000150
Personal Trust and Agency Accounts$14,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00073
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$75,00089
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$27,00057
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$812,00055
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$504,00037
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,199,00068
Number of Managed Accounts$4,011,00053
Personal Trust and Agency Accounts$846,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00088
Employee Benefit-defined Benefit Accounts$10,00060
Number of other employee benefit and retirement-related accounts$1,718,00031
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$1,273,00054
Number of foundation and endowment trust and agency accounts, managed assets$128,00057
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,711,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$188,000176
Personal Trust and Agency Accounts$16,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00078
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$76,000127
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$28,00070
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$863,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$547,00039
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$4,159,00067
Number of Managed Accounts$3,967,00053
Personal Trust and Agency Accounts$840,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00086
Employee Benefit-defined Benefit Accounts$10,00058
Number of other employee benefit and retirement-related accounts$1,702,00031
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,253,00054
Number of foundation and endowment trust and agency accounts, managed assets$126,00057
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,695,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$192,000145
Personal Trust and Agency Accounts$17,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00074
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$78,00089
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$29,00061
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$883,00054
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$567,00038
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$4,143,00067
Number of Managed Accounts$3,944,00053
Personal Trust and Agency Accounts$849,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00084
Employee Benefit-defined Benefit Accounts$8,00070
Number of other employee benefit and retirement-related accounts$1,692,00031
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,235,00052
Number of foundation and endowment trust and agency accounts, managed assets$124,00057
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,686,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$199,000145
Personal Trust and Agency Accounts$18,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00070
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$80,00086
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$29,00059
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$896,00053
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$575,00037
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$4,104,00067
Number of Managed Accounts$3,927,00054
Personal Trust and Agency Accounts$850,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00066
Employee Benefit-defined Benefit Accounts$8,00073
Number of other employee benefit and retirement-related accounts$1,659,00032
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$1,227,00055
Number of foundation and endowment trust and agency accounts, managed assets$123,00057
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,650,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$177,000155
Personal Trust and Agency Accounts$18,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,00090
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$82,00089
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$30,00059
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$895,00052
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$580,00037
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$3,163,00083
Number of Managed Accounts$2,984,00068
Personal Trust and Agency Accounts$726,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$1,361,00038
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$786,00079
Number of foundation and endowment trust and agency accounts, managed assets$104,00063
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,353,00038
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$179,000193
Personal Trust and Agency Accounts$18,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00094
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$83,000124
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$33,00062
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$874,00055
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$562,00042
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$3,185,00081
Number of Managed Accounts$3,002,00068
Personal Trust and Agency Accounts$730,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000182
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$1,372,00037
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$789,00079
Number of foundation and endowment trust and agency accounts, managed assets$104,00062
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,364,00037
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$183,000153
Personal Trust and Agency Accounts$17,000159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,00090
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$84,00086
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$35,00051
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$826,00053
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$552,00036
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$3,218,00077
Number of Managed Accounts$3,028,00065
Personal Trust and Agency Accounts$733,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000180
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$1,396,00037
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$791,00077
Number of foundation and endowment trust and agency accounts, managed assets$101,00066
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,396,00037
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$190,000151
Personal Trust and Agency Accounts$18,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00091
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$84,00084
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$40,00046
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$814,00053
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$542,00037
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$3,207,00076
Number of Managed Accounts$3,010,00065
Personal Trust and Agency Accounts$727,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000173
Employee Benefit-defined Benefit Accounts$1,000158
Number of other employee benefit and retirement-related accounts$1,375,00036
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$798,00073
Number of foundation and endowment trust and agency accounts, managed assets$101,00067
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,375,00036
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$197,000141
Personal Trust and Agency Accounts$18,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00089
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$85,00084
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$42,00041
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$802,00055
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$532,00037
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$3,211,00078
Number of Managed Accounts$3,004,00065
Personal Trust and Agency Accounts$731,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000191
Employee Benefit-defined Benefit Accounts$1,000187
Number of other employee benefit and retirement-related accounts$1,375,00033
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$786,00075
Number of foundation and endowment trust and agency accounts, managed assets$103,00062
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,375,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$207,000170
Personal Trust and Agency Accounts$18,000279
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00097
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$86,000124
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$52,00037
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$792,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$520,00042
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$3,105,00078
Number of Managed Accounts$2,902,00066
Personal Trust and Agency Accounts$713,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000175
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$1,326,00032
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$764,00075
Number of foundation and endowment trust and agency accounts, managed assets$90,00068
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,326,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$203,000144
Personal Trust and Agency Accounts$16,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00095
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$86,00088
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$53,00035
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$767,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$501,00035
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$3,070,00079
Number of Managed Accounts$2,854,00067
Personal Trust and Agency Accounts$715,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000181
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$1,302,00033
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$739,00076
Number of foundation and endowment trust and agency accounts, managed assets$88,00070
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,302,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$216,000141
Personal Trust and Agency Accounts$18,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00097
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$88,00086
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$60,00032
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$764,00056
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$502,00037
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$3,077,00080
Number of Managed Accounts$2,856,00067
Personal Trust and Agency Accounts$719,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000189
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$1,310,00033
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$732,00077
Number of foundation and endowment trust and agency accounts, managed assets$86,00071
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,310,00032
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$221,000140
Personal Trust and Agency Accounts$17,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00095
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$90,00088
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$63,00030
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$761,00058
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$497,00038
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$3,076,00082
Number of Managed Accounts$2,854,00065
Personal Trust and Agency Accounts$717,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000215
Employee Benefit-defined Benefit Accounts$2,000161
Number of other employee benefit and retirement-related accounts$1,310,00031
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$734,00075
Number of foundation and endowment trust and agency accounts, managed assets$84,00070
Other Fiduciary Accounts$0237
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,310,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$222,000170
Personal Trust and Agency Accounts$17,000292
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000103
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$86,000132
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$67,00031
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$840,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$554,00038
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$3,056,00081
Number of Managed Accounts$2,834,00065
Personal Trust and Agency Accounts$707,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000181
Employee Benefit-defined Benefit Accounts$2,000140
Number of other employee benefit and retirement-related accounts$1,300,00031
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$738,00075
Number of foundation and endowment trust and agency accounts, managed assets$79,00070
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,300,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$222,000139
Personal Trust and Agency Accounts$17,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00095
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$87,00092
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$66,00028
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$828,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$540,00035
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$3,046,00084
Number of Managed Accounts$2,821,00066
Personal Trust and Agency Accounts$708,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000184
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$1,301,00032
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$725,00077
Number of foundation and endowment trust and agency accounts, managed assets$77,00072
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,301,00030
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$225,000136
Personal Trust and Agency Accounts$18,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00095
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$90,00085
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$64,00030
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$802,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$523,00034
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$2,994,00084
Number of Managed Accounts$2,769,00066
Personal Trust and Agency Accounts$706,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000185
Employee Benefit-defined Benefit Accounts$2,000144
Number of other employee benefit and retirement-related accounts$1,278,00032
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$703,00078
Number of foundation and endowment trust and agency accounts, managed assets$72,00079
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,278,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$225,000143
Personal Trust and Agency Accounts$19,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00098
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$89,00092
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$63,00032
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$782,00058
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$507,00036
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$2,948,00086
Number of Managed Accounts$2,733,00066
Personal Trust and Agency Accounts$704,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000215
Employee Benefit-defined Benefit Accounts$2,000170
Number of other employee benefit and retirement-related accounts$1,263,00032
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$686,00080
Number of foundation and endowment trust and agency accounts, managed assets$70,00079
Other Fiduciary Accounts$0236
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,263,00031
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$215,000180
Personal Trust and Agency Accounts$19,000299
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,000100
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$76,000158
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$63,00033
Number (#) individual retirement, health savings, and other similar accounts$1,000144
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$752,00067
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$459,00044
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$2,908,00086
Number of Managed Accounts$2,693,00066
Personal Trust and Agency Accounts$716,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000189
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$1,224,00031
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$672,00081
Number of foundation and endowment trust and agency accounts, managed assets$71,00078
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,224,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$215,000142
Personal Trust and Agency Accounts$19,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00096
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$75,000102
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$64,00031
Number (#) individual retirement, health savings, and other similar accounts$1,000121
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$733,00058
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$448,00038
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$2,850,00085
Number of Managed Accounts$2,614,00065
Personal Trust and Agency Accounts$708,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000186
Employee Benefit-defined Benefit Accounts$2,000152
Number of other employee benefit and retirement-related accounts$1,188,00030
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$640,00081
Number of foundation and endowment trust and agency accounts, managed assets$68,00080
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,188,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$236,000135
Personal Trust and Agency Accounts$20,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00090
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$77,000103
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$81,00028
Number (#) individual retirement, health savings, and other similar accounts$1,000120
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$683,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$414,00041
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$2,829,00087
Number of Managed Accounts$2,581,00068
Personal Trust and Agency Accounts$703,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000197
Employee Benefit-defined Benefit Accounts$2,000153
Number of other employee benefit and retirement-related accounts$1,171,00029
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$631,00082
Number of foundation and endowment trust and agency accounts, managed assets$67,00080
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,171,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$248,000137
Personal Trust and Agency Accounts$20,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00094
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$78,000105
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$91,00025
Number (#) individual retirement, health savings, and other similar accounts$1,000115
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$676,00058
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$405,00044
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$2,794,00090
Number of Managed Accounts$2,545,00070
Personal Trust and Agency Accounts$696,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000236
Employee Benefit-defined Benefit Accounts$2,000168
Number of other employee benefit and retirement-related accounts$1,149,00028
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$623,00079
Number of foundation and endowment trust and agency accounts, managed assets$68,00077
Other Fiduciary Accounts$0240
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,149,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$249,000172
Personal Trust and Agency Accounts$22,000278
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000106
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$76,000163
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$93,00026
Number (#) individual retirement, health savings, and other similar accounts$1,000140
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$655,00065
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$383,00059
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$2,774,00089
Number of Managed Accounts$2,525,00070
Personal Trust and Agency Accounts$695,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000201
Employee Benefit-defined Benefit Accounts$2,000146
Number of other employee benefit and retirement-related accounts$1,136,00028
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$622,00078
Number of foundation and endowment trust and agency accounts, managed assets$63,00078
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,136,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$249,000138
Personal Trust and Agency Accounts$22,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00097
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$74,000110
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$94,00025
Number (#) individual retirement, health savings, and other similar accounts$1,000118
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$573,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$310,00053
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$2,741,00089
Number of Managed Accounts$2,490,00071
Personal Trust and Agency Accounts$692,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000205
Employee Benefit-defined Benefit Accounts$2,000147
Number of other employee benefit and retirement-related accounts$1,110,00027
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$616,00078
Number of foundation and endowment trust and agency accounts, managed assets$63,00078
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,110,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$251,000139
Personal Trust and Agency Accounts$22,000152
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00098
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$73,000110
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$97,00025
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$560,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$298,00056
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,694,00088
Number of Managed Accounts$2,442,00070
Personal Trust and Agency Accounts$695,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000202
Employee Benefit-defined Benefit Accounts$2,000149
Number of other employee benefit and retirement-related accounts$1,077,00029
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$601,00079
Number of foundation and endowment trust and agency accounts, managed assets$60,00079
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,077,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$252,000140
Personal Trust and Agency Accounts$23,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00098
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$73,000117
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$98,00024
Number (#) individual retirement, health savings, and other similar accounts$1,000119
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$532,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$271,00064
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,690,00089
Number of Managed Accounts$2,427,00070
Personal Trust and Agency Accounts$687,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000226
Employee Benefit-defined Benefit Accounts$2,000173
Number of other employee benefit and retirement-related accounts$1,067,00029
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$602,00077
Number of foundation and endowment trust and agency accounts, managed assets$61,00077
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,067,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$263,000179
Personal Trust and Agency Accounts$23,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000108
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$82,000176
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$99,00021
Number (#) individual retirement, health savings, and other similar accounts$1,000142
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$506,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$253,00088
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$2,643,00087
Number of Managed Accounts$2,373,00070
Personal Trust and Agency Accounts$671,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000190
Employee Benefit-defined Benefit Accounts$2,000151
Number of other employee benefit and retirement-related accounts$1,048,00030
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$586,00078
Number of foundation and endowment trust and agency accounts, managed assets$58,00084
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,048,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$270,000128
Personal Trust and Agency Accounts$30,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00094
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$82,000100
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$97,00019
Number (#) individual retirement, health savings, and other similar accounts$1,000108
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$505,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$250,00062
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$2,614,00087
Number of Managed Accounts$2,350,00068
Personal Trust and Agency Accounts$663,00079
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000194
Employee Benefit-defined Benefit Accounts$2,000150
Number of other employee benefit and retirement-related accounts$1,041,00030
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$579,00079
Number of foundation and endowment trust and agency accounts, managed assets$57,00086
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,041,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$264,000131
Personal Trust and Agency Accounts$30,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000100
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$77,000109
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$96,00019
Number (#) individual retirement, health savings, and other similar accounts$1,000107
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$499,00063
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$235,00063
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$2,596,00087
Number of Managed Accounts$2,330,00069
Personal Trust and Agency Accounts$664,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000194
Employee Benefit-defined Benefit Accounts$2,000153
Number of other employee benefit and retirement-related accounts$1,030,00030
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$571,00079
Number of foundation and endowment trust and agency accounts, managed assets$55,00085
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,030,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$266,000130
Personal Trust and Agency Accounts$30,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000100
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$78,000108
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$97,00020
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$490,00063
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$226,00058
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$2,579,00089
Number of Managed Accounts$2,313,00069
Personal Trust and Agency Accounts$666,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000246
Employee Benefit-defined Benefit Accounts$2,000177
Number of other employee benefit and retirement-related accounts$1,023,00029
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$565,00080
Number of foundation and endowment trust and agency accounts, managed assets$50,00091
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,023,00027
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$266,000169
Personal Trust and Agency Accounts$31,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000109
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$76,000186
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$97,00018
Number (#) individual retirement, health savings, and other similar accounts$1,000136
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$486,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$219,00088
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$2,582,00087
Number of Managed Accounts$2,322,00071
Personal Trust and Agency Accounts$659,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000197
Employee Benefit-defined Benefit Accounts$2,000155
Number of other employee benefit and retirement-related accounts$1,031,00030
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$572,00077
Number of foundation and endowment trust and agency accounts, managed assets$50,00086
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,031,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$260,000133
Personal Trust and Agency Accounts$29,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00098
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$70,000114
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$100,00014
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$480,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$209,00059
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$2,549,00089
Number of Managed Accounts$2,293,00072
Personal Trust and Agency Accounts$654,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000198
Employee Benefit-defined Benefit Accounts$2,000160
Number of other employee benefit and retirement-related accounts$1,007,00031
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$574,00081
Number of foundation and endowment trust and agency accounts, managed assets$48,00088
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,007,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$256,000137
Personal Trust and Agency Accounts$28,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00097
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$68,000117
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$98,00015
Number (#) individual retirement, health savings, and other similar accounts$1,000107
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$487,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$207,00057
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$2,516,00088
Number of Managed Accounts$2,260,00071
Personal Trust and Agency Accounts$641,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,000178
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$995,00030
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$567,00081
Number of foundation and endowment trust and agency accounts, managed assets$45,00094
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$995,00028
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$256,000137
Personal Trust and Agency Accounts$25,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000101
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$70,000116
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$103,00015
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$488,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$209,00057
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$2,473,00094
Number of Managed Accounts$2,216,00075
Personal Trust and Agency Accounts$638,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000245
Employee Benefit-defined Benefit Accounts$1,000240
Number of other employee benefit and retirement-related accounts$967,00031
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$556,00082
Number of foundation and endowment trust and agency accounts, managed assets$45,00099
Other Fiduciary Accounts$0259
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$967,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$257,000183
Personal Trust and Agency Accounts$25,000267
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000112
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$70,000199
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$102,00017
Number (#) individual retirement, health savings, and other similar accounts$1,000138
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$464,00071
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$199,00090
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$2,444,00089
Number of Managed Accounts$2,191,00076
Personal Trust and Agency Accounts$641,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000210
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$952,00031
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$545,00080
Number of foundation and endowment trust and agency accounts, managed assets$45,00091
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$952,00029
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$253,000144
Personal Trust and Agency Accounts$25,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,000115
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$70,000114
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$104,00016
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$455,00066
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$187,00062
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$2,424,00091
Number of Managed Accounts$2,169,00074
Personal Trust and Agency Accounts$634,00086
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000208
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$949,00029
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$535,00082
Number of foundation and endowment trust and agency accounts, managed assets$43,00093
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$255,000143
Personal Trust and Agency Accounts$24,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000115
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$75,000106
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$103,00015
Number (#) individual retirement, health savings, and other similar accounts$1,000102
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$447,00067
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$116,00084
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$2,396,00092
Number of Managed Accounts$2,142,00074
Personal Trust and Agency Accounts$627,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000203
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$936,00028
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$526,00081
Number of foundation and endowment trust and agency accounts, managed assets$44,00092
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$254,000146
Personal Trust and Agency Accounts$23,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000118
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$77,000101
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$102,00015
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$448,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$117,00085
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$2,274,000100
Number of Managed Accounts$2,021,00081
Personal Trust and Agency Accounts$617,00095
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000276
Employee Benefit-defined Benefit Accounts$3,000161
Number of other employee benefit and retirement-related accounts$837,00034
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$515,00085
Number of foundation and endowment trust and agency accounts, managed assets$42,00096
Other Fiduciary Accounts$0261
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0655
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$253,000196
Personal Trust and Agency Accounts$24,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000134
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$76,000185
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$102,00014
Number (#) individual retirement, health savings, and other similar accounts$1,000139
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$465,00074
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$123,000161
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$2,333,00096
Number of Managed Accounts$2,175,00073
Personal Trust and Agency Accounts$643,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000197
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$925,00034
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$597,00079
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$158,000175
Personal Trust and Agency Accounts$32,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000121
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$77,000109
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$485,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,358,00096
Number of Managed Accounts$2,195,00076
Personal Trust and Agency Accounts$633,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000206
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$967,00034
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$585,00080
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$163,000182
Personal Trust and Agency Accounts$36,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000124
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$79,000113
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$489,00072
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,347,00095
Number of Managed Accounts$2,184,00076
Personal Trust and Agency Accounts$613,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000213
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$993,00034
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$569,00082
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$163,000177
Personal Trust and Agency Accounts$36,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000126
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$79,000110
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$482,00073
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,392,000102
Number of Managed Accounts$2,226,00079
Personal Trust and Agency Accounts$608,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000284
Employee Benefit-defined Benefit Accounts$3,000162
Number of other employee benefit and retirement-related accounts$1,101,00033
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$506,00097
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$166,000254
Personal Trust and Agency Accounts$38,000231
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000140
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$78,000197
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$565,00078
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,498,00095
Number of Managed Accounts$2,329,00073
Personal Trust and Agency Accounts$599,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000218
Employee Benefit-defined Benefit Accounts$3,000142
Number of other employee benefit and retirement-related accounts$1,204,00030
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$515,00093
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$169,000179
Personal Trust and Agency Accounts$39,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,000121
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$80,000117
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$557,00070
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,583,00095
Number of Managed Accounts$2,437,00073
Personal Trust and Agency Accounts$627,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000222
Employee Benefit-defined Benefit Accounts$3,000144
Number of other employee benefit and retirement-related accounts$1,272,00027
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$527,00094
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$146,000195
Personal Trust and Agency Accounts$13,000207
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000133
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$84,000113
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$565,00073
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,600,00093
Number of Managed Accounts$2,454,00075
Personal Trust and Agency Accounts$615,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000218
Employee Benefit-defined Benefit Accounts$3,000145
Number of other employee benefit and retirement-related accounts$1,297,00027
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$530,00093
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$146,000195
Personal Trust and Agency Accounts$11,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000133
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$88,000111
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$573,00073
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,610,00096
Number of Managed Accounts$2,472,00070
Personal Trust and Agency Accounts$617,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000300
Employee Benefit-defined Benefit Accounts$2,000188
Number of other employee benefit and retirement-related accounts$1,313,00027
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$531,00089
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$138,000298
Personal Trust and Agency Accounts$10,000484
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000155
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$83,000188
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$569,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,598,00088
Number of Managed Accounts$2,457,00068
Personal Trust and Agency Accounts$608,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000219
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$1,316,00026
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$523,00090
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$141,000192
Personal Trust and Agency Accounts$10,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000142
Employee Benefit-defined Benefit Accounts$1,000136
Number non-managed other employee benefit and retirement-related accounts$87,000106
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$583,00067
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,572,00089
Number of Managed Accounts$2,440,00069
Personal Trust and Agency Accounts$593,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000224
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$1,308,00025
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$529,00085
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$132,000208
Personal Trust and Agency Accounts$6,000258
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000147
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$84,000110
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$580,00073
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,549,00088
Number of Managed Accounts$2,413,00067
Personal Trust and Agency Accounts$582,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000106
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$1,275,00024
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$504,00087
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$136,000209
Personal Trust and Agency Accounts$6,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000153
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$88,000108
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$565,00070
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,542,00092
Number of Managed Accounts$2,494,00066
Personal Trust and Agency Accounts$586,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000119
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$1,363,00021
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$493,00090
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000567
Personal Trust and Agency Accounts$6,000599
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000177
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$0854
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$568,00077
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,532,00095
Number of Managed Accounts$2,481,00071
Personal Trust and Agency Accounts$583,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,000103
Employee Benefit-defined Benefit Accounts$1,000202
Number of other employee benefit and retirement-related accounts$1,373,00017
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$472,00096
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$51,000281
Personal Trust and Agency Accounts$5,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000149
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$1,000313
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$564,00068
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,345,000104
Number of Managed Accounts$2,343,00079
Personal Trust and Agency Accounts$424,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$49,000108
Employee Benefit-defined Benefit Accounts$0248
Number of other employee benefit and retirement-related accounts$1,429,00016
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$441,000110
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$2,000402
Personal Trust and Agency Accounts$2,000316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$553,00070
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,340,000105
Number of Managed Accounts$2,337,00075
Personal Trust and Agency Accounts$422,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000116
Employee Benefit-defined Benefit Accounts$0249
Number of other employee benefit and retirement-related accounts$1,438,00015
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$430,000111
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,000406
Personal Trust and Agency Accounts$3,000304
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$536,00072
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$2,358,000108
Number of Managed Accounts$2,355,00076
Personal Trust and Agency Accounts$413,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,000129
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$1,472,00015
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$422,000103
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$3,0001,165
Personal Trust and Agency Accounts$3,000729
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$0867
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$527,00081
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$2,390,000102
Number of Managed Accounts$2,387,00075
Personal Trust and Agency Accounts$398,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000118
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$1,527,00014
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$415,000105
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$3,000392
Personal Trust and Agency Accounts$3,000289
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$507,00074
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$2,435,000101
Number of Managed Accounts$2,432,00073
Personal Trust and Agency Accounts$383,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000128
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$1,585,00014
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$418,000102
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$3,000408
Personal Trust and Agency Accounts$3,000302
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$502,00071
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$2,518,000105
Number of Managed Accounts$2,516,00076
Personal Trust and Agency Accounts$379,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000128
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$1,681,00016
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$409,000100
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$2,000415
Personal Trust and Agency Accounts$2,000320
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$506,00076
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$2,624,000112
Number of Managed Accounts$2,622,00077
Personal Trust and Agency Accounts$375,000182
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000150
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$1,813,00013
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$391,000103
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$2,0001,214
Personal Trust and Agency Accounts$2,000793
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0701
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$0864
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$509,00079
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$2,707,000102
Number of Managed Accounts$2,705,00070
Personal Trust and Agency Accounts$377,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000132
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$1,895,00014
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$389,00097
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$2,000407
Personal Trust and Agency Accounts$2,000316
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$515,00080
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$2,760,000100
Number of Managed Accounts$2,758,00068
Personal Trust and Agency Accounts$377,000179
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000140
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$1,951,00014
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$387,00094
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$2,000412
Personal Trust and Agency Accounts$2,000322
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$515,00077
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$2,830,000100
Number of Managed Accounts$2,828,00067
Personal Trust and Agency Accounts$376,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000140
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$2,030,00013
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$379,00097
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$2,000418
Personal Trust and Agency Accounts$2,000328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$499,00078
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$2,876,000105
Number of Managed Accounts$2,874,00072
Personal Trust and Agency Accounts$367,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000161
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$2,089,00013
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$373,000101
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$2,0001,245
Personal Trust and Agency Accounts$2,000816
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0727
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$0880
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$496,00086
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$2,877,000104
Number of Managed Accounts$2,875,00068
Personal Trust and Agency Accounts$357,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000151
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$2,104,00010
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$368,00099
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$2,000425
Personal Trust and Agency Accounts$2,000336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$494,00079
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$2,867,000104
Number of Managed Accounts$2,865,00069
Personal Trust and Agency Accounts$359,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000167
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$2,100,00011
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$364,00098
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$2,000432
Personal Trust and Agency Accounts$2,000342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$490,00079
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$2,871,000107
Number of Managed Accounts$2,871,00073
Personal Trust and Agency Accounts$354,000212
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000174
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$2,110,0009
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$365,000101
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0460
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$486,00080
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$2,885,000110
Number of Managed Accounts$2,885,00076
Personal Trust and Agency Accounts$349,000224
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000201
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$2,131,00010
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$362,000106
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$01,465
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0764
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$0883
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$489,00095
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$2,848,000100
Number of Managed Accounts$2,848,00070
Personal Trust and Agency Accounts$343,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000210
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$2,109,00012
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$353,00098
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$01,385
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0726
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$463,00084
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