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The First National Bank in Sioux Falls, Number of Fiduciary and Related Asset Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,221,000130
Number of Managed Accounts$1,793,000117
Personal Trust and Agency Accounts$468,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000318
Employee Benefit-defined Benefit Accounts$5,00085
Number of other employee benefit and retirement-related accounts$691,000128
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$563,000120
Number of foundation and endowment trust and agency accounts, managed assets$44,000143
Other Fiduciary Accounts$21,00036
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$691,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$428,00099
Personal Trust and Agency Accounts$156,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000100
Employee Benefit-defined Benefit Accounts$13,00083
Number non-managed other employee benefit and retirement-related accounts$12,000384
Corporate Trust and Agency Accounts$1,000210
Number of investment management and advisory agency accounts, non-managed assets$206,00014
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$2,000570
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000455
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,199,000124
Number of Managed Accounts$1,776,000116
Personal Trust and Agency Accounts$469,000131
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000247
Employee Benefit-defined Benefit Accounts$5,00080
Number of other employee benefit and retirement-related accounts$679,000126
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$560,000122
Number of foundation and endowment trust and agency accounts, managed assets$43,000134
Other Fiduciary Accounts$19,00032
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$679,00096
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$423,00091
Personal Trust and Agency Accounts$155,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,00095
Employee Benefit-defined Benefit Accounts$13,00075
Number non-managed other employee benefit and retirement-related accounts$12,000194
Corporate Trust and Agency Accounts$1,000104
Number of investment management and advisory agency accounts, non-managed assets$202,00016
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$3,000326
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000268
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,182,000125
Number of Managed Accounts$1,768,000118
Personal Trust and Agency Accounts$477,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000288
Employee Benefit-defined Benefit Accounts$5,00082
Number of other employee benefit and retirement-related accounts$678,000131
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$544,000121
Number of foundation and endowment trust and agency accounts, managed assets$43,000138
Other Fiduciary Accounts$20,00030
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$678,00099
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$414,00096
Personal Trust and Agency Accounts$160,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$33,000103
Employee Benefit-defined Benefit Accounts$12,00083
Number non-managed other employee benefit and retirement-related accounts$13,000252
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$189,00018
Number (#) individual retirement, health savings, and other similar accounts$7,00045
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$3,000381
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000308
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,160,000133
Number of Managed Accounts$1,763,000124
Personal Trust and Agency Accounts$493,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000188
Employee Benefit-defined Benefit Accounts$5,00085
Number of other employee benefit and retirement-related accounts$667,000103
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$532,000129
Number of foundation and endowment trust and agency accounts, managed assets$44,000135
Other Fiduciary Accounts$20,00029
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$667,000101
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$397,00098
Personal Trust and Agency Accounts$156,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00092
Employee Benefit-defined Benefit Accounts$15,00039
Number non-managed other employee benefit and retirement-related accounts$12,000192
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$168,00017
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$3,000331
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000234
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,087,000137
Number of Managed Accounts$1,723,000130
Personal Trust and Agency Accounts$503,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000241
Employee Benefit-defined Benefit Accounts$5,00091
Number of other employee benefit and retirement-related accounts$644,000108
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$505,000134
Number of foundation and endowment trust and agency accounts, managed assets$44,000147
Other Fiduciary Accounts$20,00036
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$644,000105
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$364,000115
Personal Trust and Agency Accounts$160,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$52,00083
Employee Benefit-defined Benefit Accounts$15,00043
Number non-managed other employee benefit and retirement-related accounts$12,000349
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$118,00019
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$3,000562
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000435
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$2,012,000142
Number of Managed Accounts$1,681,000133
Personal Trust and Agency Accounts$506,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000201
Employee Benefit-defined Benefit Accounts$5,00089
Number of other employee benefit and retirement-related accounts$612,000111
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$493,000137
Number of foundation and endowment trust and agency accounts, managed assets$44,000139
Other Fiduciary Accounts$19,00034
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$612,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$331,000111
Personal Trust and Agency Accounts$156,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00072
Employee Benefit-defined Benefit Accounts$15,00043
Number non-managed other employee benefit and retirement-related accounts$13,000198
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$81,00027
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$3,000344
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000234
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,966,000130
Number of Managed Accounts$1,645,000125
Personal Trust and Agency Accounts$498,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000213
Employee Benefit-defined Benefit Accounts$5,00085
Number of other employee benefit and retirement-related accounts$597,000110
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$481,000129
Number of foundation and endowment trust and agency accounts, managed assets$43,000135
Other Fiduciary Accounts$19,00031
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$597,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$321,000102
Personal Trust and Agency Accounts$159,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00075
Employee Benefit-defined Benefit Accounts$15,00038
Number non-managed other employee benefit and retirement-related accounts$15,000205
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$67,00030
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$2,000384
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000257
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,962,000132
Number of Managed Accounts$1,621,000126
Personal Trust and Agency Accounts$503,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000193
Employee Benefit-defined Benefit Accounts$5,00082
Number of other employee benefit and retirement-related accounts$584,000110
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$465,000132
Number of foundation and endowment trust and agency accounts, managed assets$43,000130
Other Fiduciary Accounts$19,00030
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$584,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$341,00098
Personal Trust and Agency Accounts$162,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00066
Employee Benefit-defined Benefit Accounts$16,00036
Number non-managed other employee benefit and retirement-related accounts$14,000182
Corporate Trust and Agency Accounts$1,00090
Number of investment management and advisory agency accounts, non-managed assets$70,00029
Number (#) individual retirement, health savings, and other similar accounts$7,00044
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$2,000322
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000220
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,914,000137
Number of Managed Accounts$1,572,000130
Personal Trust and Agency Accounts$495,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000243
Employee Benefit-defined Benefit Accounts$5,00090
Number of other employee benefit and retirement-related accounts$557,000119
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$450,000136
Number of foundation and endowment trust and agency accounts, managed assets$43,000137
Other Fiduciary Accounts$20,00032
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$557,000117
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$342,000108
Personal Trust and Agency Accounts$160,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00069
Employee Benefit-defined Benefit Accounts$16,00040
Number non-managed other employee benefit and retirement-related accounts$15,000329
Corporate Trust and Agency Accounts$1,000168
Number of investment management and advisory agency accounts, non-managed assets$73,00031
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$2,000571
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000412
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,900,000135
Number of Managed Accounts$1,545,000131
Personal Trust and Agency Accounts$498,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000184
Employee Benefit-defined Benefit Accounts$5,00086
Number of other employee benefit and retirement-related accounts$534,000118
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$441,000137
Number of foundation and endowment trust and agency accounts, managed assets$44,000125
Other Fiduciary Accounts$20,00027
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$534,000117
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$355,00097
Personal Trust and Agency Accounts$159,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00063
Employee Benefit-defined Benefit Accounts$16,00037
Number non-managed other employee benefit and retirement-related accounts$14,000185
Corporate Trust and Agency Accounts$1,00094
Number of investment management and advisory agency accounts, non-managed assets$84,00025
Number (#) individual retirement, health savings, and other similar accounts$7,00043
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$2,000309
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000218
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,847,000141
Number of Managed Accounts$1,489,000139
Personal Trust and Agency Accounts$486,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000208
Employee Benefit-defined Benefit Accounts$5,00086
Number of other employee benefit and retirement-related accounts$510,000124
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$420,000140
Number of foundation and endowment trust and agency accounts, managed assets$44,000133
Other Fiduciary Accounts$20,00029
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$510,000122
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$358,00097
Personal Trust and Agency Accounts$161,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00065
Employee Benefit-defined Benefit Accounts$16,00042
Number non-managed other employee benefit and retirement-related accounts$14,000206
Corporate Trust and Agency Accounts$1,000111
Number of investment management and advisory agency accounts, non-managed assets$85,00025
Number (#) individual retirement, health savings, and other similar accounts$7,00046
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$2,000361
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000252
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$1,780,000145
Number of Managed Accounts$1,346,000143
Personal Trust and Agency Accounts$472,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000192
Employee Benefit-defined Benefit Accounts$5,00085
Number of other employee benefit and retirement-related accounts$406,000142
Corporate Trust and Agency Accounts$1,00055
Number of managed investment management and investment advisory agency accounts$399,000144
Number of foundation and endowment trust and agency accounts, managed assets$45,000125
Other Fiduciary Accounts$15,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$406,000137
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$434,00086
Personal Trust and Agency Accounts$201,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00068
Employee Benefit-defined Benefit Accounts$16,00040
Number non-managed other employee benefit and retirement-related accounts$23,000161
Corporate Trust and Agency Accounts$3,00084
Number of investment management and advisory agency accounts, non-managed assets$106,00023
Number (#) individual retirement, health savings, and other similar accounts$7,00043
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$2,000312
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000194
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,814,000143
Number of Managed Accounts$1,389,000143
Personal Trust and Agency Accounts$458,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000240
Employee Benefit-defined Benefit Accounts$5,00089
Number of other employee benefit and retirement-related accounts$464,000134
Corporate Trust and Agency Accounts$1,000111
Number of managed investment management and investment advisory agency accounts$397,000143
Number of foundation and endowment trust and agency accounts, managed assets$43,000140
Other Fiduciary Accounts$18,00037
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$464,000132
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$425,00097
Personal Trust and Agency Accounts$205,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00070
Employee Benefit-defined Benefit Accounts$16,00044
Number non-managed other employee benefit and retirement-related accounts$21,000293
Corporate Trust and Agency Accounts$2,000164
Number of investment management and advisory agency accounts, non-managed assets$95,00025
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$2,000582
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000373
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$1,815,000139
Number of Managed Accounts$1,395,000139
Personal Trust and Agency Accounts$471,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000193
Employee Benefit-defined Benefit Accounts$5,00085
Number of other employee benefit and retirement-related accounts$446,000130
Corporate Trust and Agency Accounts$1,00059
Number of managed investment management and investment advisory agency accounts$406,000140
Number of foundation and endowment trust and agency accounts, managed assets$45,000120
Other Fiduciary Accounts$18,00030
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$446,000129
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$420,00086
Personal Trust and Agency Accounts$198,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00067
Employee Benefit-defined Benefit Accounts$16,00041
Number non-managed other employee benefit and retirement-related accounts$21,000171
Corporate Trust and Agency Accounts$2,00087
Number of investment management and advisory agency accounts, non-managed assets$97,00024
Number (#) individual retirement, health savings, and other similar accounts$7,00044
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$2,000311
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000206
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,797,000143
Number of Managed Accounts$1,367,000144
Personal Trust and Agency Accounts$467,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000211
Employee Benefit-defined Benefit Accounts$5,00088
Number of other employee benefit and retirement-related accounts$425,000141
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$405,000142
Number of foundation and endowment trust and agency accounts, managed assets$45,000129
Other Fiduciary Accounts$16,00035
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$425,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$430,00090
Personal Trust and Agency Accounts$203,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00068
Employee Benefit-defined Benefit Accounts$16,00043
Number non-managed other employee benefit and retirement-related accounts$21,000187
Corporate Trust and Agency Accounts$3,00092
Number of investment management and advisory agency accounts, non-managed assets$101,00024
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$2,000360
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000227
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$1,780,000144
Number of Managed Accounts$1,346,000143
Personal Trust and Agency Accounts$472,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000192
Employee Benefit-defined Benefit Accounts$5,00083
Number of other employee benefit and retirement-related accounts$406,000135
Corporate Trust and Agency Accounts$1,00053
Number of managed investment management and investment advisory agency accounts$399,000140
Number of foundation and endowment trust and agency accounts, managed assets$45,000121
Other Fiduciary Accounts$15,00036
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$406,000130
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$434,00088
Personal Trust and Agency Accounts$201,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00067
Employee Benefit-defined Benefit Accounts$16,00041
Number non-managed other employee benefit and retirement-related accounts$23,000164
Corporate Trust and Agency Accounts$3,00086
Number of investment management and advisory agency accounts, non-managed assets$106,00024
Number (#) individual retirement, health savings, and other similar accounts$7,00045
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$2,000317
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000200
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,791,000147
Number of Managed Accounts$1,310,000152
Personal Trust and Agency Accounts$474,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000246
Employee Benefit-defined Benefit Accounts$5,00095
Number of other employee benefit and retirement-related accounts$383,000154
Corporate Trust and Agency Accounts$1,000113
Number of managed investment management and investment advisory agency accounts$384,000149
Number of foundation and endowment trust and agency accounts, managed assets$45,000133
Other Fiduciary Accounts$15,00048
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0570
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$481,00092
Personal Trust and Agency Accounts$205,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00070
Employee Benefit-defined Benefit Accounts$15,00046
Number non-managed other employee benefit and retirement-related accounts$25,000277
Corporate Trust and Agency Accounts$44,00062
Number of investment management and advisory agency accounts, non-managed assets$108,00023
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$2,000591
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0659
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$2,385,000111
Number of Managed Accounts$1,266,000150
Personal Trust and Agency Accounts$462,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000195
Employee Benefit-defined Benefit Accounts$5,00089
Number of other employee benefit and retirement-related accounts$370,000149
Corporate Trust and Agency Accounts$4,00037
Number of managed investment management and investment advisory agency accounts$363,000153
Number of foundation and endowment trust and agency accounts, managed assets$43,000126
Other Fiduciary Accounts$16,00037
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$370,000143
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,119,00056
Personal Trust and Agency Accounts$196,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00068
Employee Benefit-defined Benefit Accounts$15,00042
Number non-managed other employee benefit and retirement-related accounts$366,00028
Corporate Trust and Agency Accounts$366,00038
Number of investment management and advisory agency accounts, non-managed assets$92,00024
Number (#) individual retirement, health savings, and other similar accounts$7,00047
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$2,000320
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000206
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$2,149,000122
Number of Managed Accounts$1,235,000154
Personal Trust and Agency Accounts$471,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000207
Employee Benefit-defined Benefit Accounts$5,00092
Number of other employee benefit and retirement-related accounts$346,000162
Corporate Trust and Agency Accounts$4,00040
Number of managed investment management and investment advisory agency accounts$347,000154
Number of foundation and endowment trust and agency accounts, managed assets$43,000132
Other Fiduciary Accounts$16,00041
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$346,000156
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$914,00067
Personal Trust and Agency Accounts$194,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00068
Employee Benefit-defined Benefit Accounts$15,00044
Number non-managed other employee benefit and retirement-related accounts$21,000185
Corporate Trust and Agency Accounts$522,00033
Number of investment management and advisory agency accounts, non-managed assets$78,00032
Number (#) individual retirement, health savings, and other similar accounts$7,00048
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$2,000357
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000227
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$2,164,000119
Number of Managed Accounts$1,235,000156
Personal Trust and Agency Accounts$491,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000209
Employee Benefit-defined Benefit Accounts$5,00090
Number of other employee benefit and retirement-related accounts$328,000164
Corporate Trust and Agency Accounts$4,00039
Number of managed investment management and investment advisory agency accounts$345,000157
Number of foundation and endowment trust and agency accounts, managed assets$43,000130
Other Fiduciary Accounts$16,00040
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$328,000159
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$929,00065
Personal Trust and Agency Accounts$202,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00070
Employee Benefit-defined Benefit Accounts$15,00046
Number non-managed other employee benefit and retirement-related accounts$22,000184
Corporate Trust and Agency Accounts$526,00033
Number of investment management and advisory agency accounts, non-managed assets$80,00034
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$2,000362
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000220
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$2,129,000121
Number of Managed Accounts$1,212,000157
Personal Trust and Agency Accounts$493,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000246
Employee Benefit-defined Benefit Accounts$5,00097
Number of other employee benefit and retirement-related accounts$315,000174
Corporate Trust and Agency Accounts$4,00068
Number of managed investment management and investment advisory agency accounts$331,000161
Number of foundation and endowment trust and agency accounts, managed assets$44,000129
Other Fiduciary Accounts$17,00042
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$315,000164
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$917,00072
Personal Trust and Agency Accounts$201,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00072
Employee Benefit-defined Benefit Accounts$15,00047
Number non-managed other employee benefit and retirement-related accounts$22,000304
Corporate Trust and Agency Accounts$530,00034
Number of investment management and advisory agency accounts, non-managed assets$68,00039
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$2,000618
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000380
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$2,038,000125
Number of Managed Accounts$1,140,000161
Personal Trust and Agency Accounts$488,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000231
Employee Benefit-defined Benefit Accounts$3,000112
Number of other employee benefit and retirement-related accounts$277,000179
Corporate Trust and Agency Accounts$4,00040
Number of managed investment management and investment advisory agency accounts$306,000167
Number of foundation and endowment trust and agency accounts, managed assets$44,000124
Other Fiduciary Accounts$16,00037
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$277,000173
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$898,00067
Personal Trust and Agency Accounts$196,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00071
Employee Benefit-defined Benefit Accounts$17,00044
Number non-managed other employee benefit and retirement-related accounts$20,000182
Corporate Trust and Agency Accounts$521,00034
Number of investment management and advisory agency accounts, non-managed assets$64,00037
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$3,000356
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000225
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,982,000129
Number of Managed Accounts$1,080,000166
Personal Trust and Agency Accounts$480,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000215
Employee Benefit-defined Benefit Accounts$3,000113
Number of other employee benefit and retirement-related accounts$240,000197
Corporate Trust and Agency Accounts$4,00040
Number of managed investment management and investment advisory agency accounts$289,000175
Number of foundation and endowment trust and agency accounts, managed assets$43,000127
Other Fiduciary Accounts$18,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$240,000193
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$902,00066
Personal Trust and Agency Accounts$199,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00070
Employee Benefit-defined Benefit Accounts$17,00044
Number non-managed other employee benefit and retirement-related accounts$18,000189
Corporate Trust and Agency Accounts$531,00033
Number of investment management and advisory agency accounts, non-managed assets$58,00040
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$4,000352
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000230
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,926,000133
Number of Managed Accounts$996,000180
Personal Trust and Agency Accounts$496,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000216
Employee Benefit-defined Benefit Accounts$3,000117
Number of other employee benefit and retirement-related accounts$175,000231
Corporate Trust and Agency Accounts$5,00037
Number of managed investment management and investment advisory agency accounts$253,000187
Number of foundation and endowment trust and agency accounts, managed assets$43,000130
Other Fiduciary Accounts$18,00034
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$175,000223
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$930,00066
Personal Trust and Agency Accounts$212,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00071
Employee Benefit-defined Benefit Accounts$17,00046
Number non-managed other employee benefit and retirement-related accounts$20,000183
Corporate Trust and Agency Accounts$530,00034
Number of investment management and advisory agency accounts, non-managed assets$69,00034
Number (#) individual retirement, health savings, and other similar accounts$7,00052
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$12,000309
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000222
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,926,000131
Number of Managed Accounts$969,000185
Personal Trust and Agency Accounts$506,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000256
Employee Benefit-defined Benefit Accounts$3,000127
Number of other employee benefit and retirement-related accounts$165,000261
Corporate Trust and Agency Accounts$5,00065
Number of managed investment management and investment advisory agency accounts$226,000205
Number of foundation and endowment trust and agency accounts, managed assets$43,000134
Other Fiduciary Accounts$18,00040
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$165,000250
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$957,00070
Personal Trust and Agency Accounts$218,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00072
Employee Benefit-defined Benefit Accounts$16,00046
Number non-managed other employee benefit and retirement-related accounts$21,000316
Corporate Trust and Agency Accounts$547,00036
Number of investment management and advisory agency accounts, non-managed assets$71,00037
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$23,000399
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000393
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,868,000134
Number of Managed Accounts$924,000193
Personal Trust and Agency Accounts$486,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000219
Employee Benefit-defined Benefit Accounts$3,000119
Number of other employee benefit and retirement-related accounts$149,000242
Corporate Trust and Agency Accounts$5,00042
Number of managed investment management and investment advisory agency accounts$216,000201
Number of foundation and endowment trust and agency accounts, managed assets$43,000128
Other Fiduciary Accounts$19,00032
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$149,000235
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$944,00065
Personal Trust and Agency Accounts$218,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00068
Employee Benefit-defined Benefit Accounts$16,00045
Number non-managed other employee benefit and retirement-related accounts$23,000176
Corporate Trust and Agency Accounts$515,00035
Number of investment management and advisory agency accounts, non-managed assets$87,00026
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$22,000272
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000212
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,936,000128
Number of Managed Accounts$916,000190
Personal Trust and Agency Accounts$484,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000206
Employee Benefit-defined Benefit Accounts$3,000121
Number of other employee benefit and retirement-related accounts$138,000250
Corporate Trust and Agency Accounts$5,00044
Number of managed investment management and investment advisory agency accounts$220,000199
Number of foundation and endowment trust and agency accounts, managed assets$43,000128
Other Fiduciary Accounts$19,00034
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$138,000241
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,020,00063
Personal Trust and Agency Accounts$211,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00065
Employee Benefit-defined Benefit Accounts$16,00045
Number non-managed other employee benefit and retirement-related accounts$23,000176
Corporate Trust and Agency Accounts$590,00034
Number of investment management and advisory agency accounts, non-managed assets$88,00025
Number (#) individual retirement, health savings, and other similar accounts$7,00050
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$23,000265
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000209
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$1,957,000120
Number of Managed Accounts$938,000184
Personal Trust and Agency Accounts$494,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000206
Employee Benefit-defined Benefit Accounts$3,000122
Number of other employee benefit and retirement-related accounts$139,000249
Corporate Trust and Agency Accounts$5,00043
Number of managed investment management and investment advisory agency accounts$229,000196
Number of foundation and endowment trust and agency accounts, managed assets$44,000125
Other Fiduciary Accounts$20,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$139,000239
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,019,00063
Personal Trust and Agency Accounts$213,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00063
Employee Benefit-defined Benefit Accounts$16,00047
Number non-managed other employee benefit and retirement-related accounts$26,000167
Corporate Trust and Agency Accounts$581,00034
Number of investment management and advisory agency accounts, non-managed assets$89,00023
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$25,000266
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000201
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$2,001,000117
Number of Managed Accounts$946,000178
Personal Trust and Agency Accounts$505,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000261
Employee Benefit-defined Benefit Accounts$1,000187
Number of other employee benefit and retirement-related accounts$138,000274
Corporate Trust and Agency Accounts$6,00062
Number of managed investment management and investment advisory agency accounts$229,000199
Number of foundation and endowment trust and agency accounts, managed assets$44,000127
Other Fiduciary Accounts$20,00040
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$138,000260
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$1,055,00064
Personal Trust and Agency Accounts$216,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00068
Employee Benefit-defined Benefit Accounts$16,00048
Number non-managed other employee benefit and retirement-related accounts$29,000269
Corporate Trust and Agency Accounts$614,00035
Number of investment management and advisory agency accounts, non-managed assets$87,00024
Number (#) individual retirement, health savings, and other similar accounts$7,00053
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$25,000392
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000335
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$1,972,000119
Number of Managed Accounts$904,000185
Personal Trust and Agency Accounts$522,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000220
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$136,000246
Corporate Trust and Agency Accounts$4,00049
Number of managed investment management and investment advisory agency accounts$185,000215
Number of foundation and endowment trust and agency accounts, managed assets$44,000123
Other Fiduciary Accounts$9,00048
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$136,000234
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,068,00061
Personal Trust and Agency Accounts$223,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00084
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$71,000100
Corporate Trust and Agency Accounts$630,00035
Number of investment management and advisory agency accounts, non-managed assets$74,00028
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$30,000256
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000199
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$1,981,000120
Number of Managed Accounts$909,000183
Personal Trust and Agency Accounts$527,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000223
Employee Benefit-defined Benefit Accounts$1,000163
Number of other employee benefit and retirement-related accounts$140,000244
Corporate Trust and Agency Accounts$4,00049
Number of managed investment management and investment advisory agency accounts$181,000220
Number of foundation and endowment trust and agency accounts, managed assets$44,000123
Other Fiduciary Accounts$9,00055
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$140,000234
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,072,00061
Personal Trust and Agency Accounts$225,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00086
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$72,000100
Corporate Trust and Agency Accounts$630,00034
Number of investment management and advisory agency accounts, non-managed assets$74,00028
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$1,00087
Memoranda
Custody and Safekeeping Accounts$29,000264
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000197
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$1,982,000119
Number of Managed Accounts$906,000182
Personal Trust and Agency Accounts$525,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000225
Employee Benefit-defined Benefit Accounts$1,000162
Number of other employee benefit and retirement-related accounts$133,000250
Corporate Trust and Agency Accounts$4,00049
Number of managed investment management and investment advisory agency accounts$183,000222
Number of foundation and endowment trust and agency accounts, managed assets$46,000119
Other Fiduciary Accounts$11,00053
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$133,000236
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,076,00062
Personal Trust and Agency Accounts$223,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00086
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$75,00096
Corporate Trust and Agency Accounts$634,00034
Number of investment management and advisory agency accounts, non-managed assets$74,00028
Number (#) individual retirement, health savings, and other similar accounts$8,00045
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$30,000260
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000201
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$1,979,000121
Number of Managed Accounts$903,000186
Personal Trust and Agency Accounts$522,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000283
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$138,000265
Corporate Trust and Agency Accounts$4,00084
Number of managed investment management and investment advisory agency accounts$178,000230
Number of foundation and endowment trust and agency accounts, managed assets$46,000121
Other Fiduciary Accounts$11,00068
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$138,000251
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$1,076,00065
Personal Trust and Agency Accounts$221,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00096
Employee Benefit-defined Benefit Accounts$5,00067
Number non-managed other employee benefit and retirement-related accounts$71,000152
Corporate Trust and Agency Accounts$641,00033
Number of investment management and advisory agency accounts, non-managed assets$74,00029
Number (#) individual retirement, health savings, and other similar accounts$8,00049
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$30,000381
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000402
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$1,969,000118
Number of Managed Accounts$897,000185
Personal Trust and Agency Accounts$521,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000227
Employee Benefit-defined Benefit Accounts$1,000160
Number of other employee benefit and retirement-related accounts$132,000245
Corporate Trust and Agency Accounts$4,00050
Number of managed investment management and investment advisory agency accounts$180,000224
Number of foundation and endowment trust and agency accounts, managed assets$46,000116
Other Fiduciary Accounts$10,00055
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$132,000233
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,072,00061
Personal Trust and Agency Accounts$213,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00089
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$71,00099
Corporate Trust and Agency Accounts$646,00032
Number of investment management and advisory agency accounts, non-managed assets$73,00027
Number (#) individual retirement, health savings, and other similar accounts$8,00050
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$25,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000211
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$2,009,000118
Number of Managed Accounts$888,000190
Personal Trust and Agency Accounts$517,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000232
Employee Benefit-defined Benefit Accounts$1,000164
Number of other employee benefit and retirement-related accounts$128,000250
Corporate Trust and Agency Accounts$4,00049
Number of managed investment management and investment advisory agency accounts$181,000223
Number of foundation and endowment trust and agency accounts, managed assets$46,000116
Other Fiduciary Accounts$8,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$128,000235
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,121,00060
Personal Trust and Agency Accounts$217,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00085
Employee Benefit-defined Benefit Accounts$5,00063
Number non-managed other employee benefit and retirement-related accounts$110,00077
Corporate Trust and Agency Accounts$648,00031
Number of investment management and advisory agency accounts, non-managed assets$72,00028
Number (#) individual retirement, health savings, and other similar accounts$8,00049
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$26,000281
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000214
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$2,030,000115
Number of Managed Accounts$911,000178
Personal Trust and Agency Accounts$531,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000221
Employee Benefit-defined Benefit Accounts$1,000165
Number of other employee benefit and retirement-related accounts$134,000245
Corporate Trust and Agency Accounts$5,00050
Number of managed investment management and investment advisory agency accounts$225,000198
Number of foundation and endowment trust and agency accounts, managed assets$0292
Other Fiduciary Accounts$11,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$131,000229
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,119,00061
Personal Trust and Agency Accounts$216,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00088
Employee Benefit-defined Benefit Accounts$2,00087
Number non-managed other employee benefit and retirement-related accounts$108,00085
Corporate Trust and Agency Accounts$647,00031
Number of investment management and advisory agency accounts, non-managed assets$85,00029
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$29,000271
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000233
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$1,998,000118
Number of Managed Accounts$908,000179
Personal Trust and Agency Accounts$530,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000271
Employee Benefit-defined Benefit Accounts$1,000206
Number of other employee benefit and retirement-related accounts$137,000270
Corporate Trust and Agency Accounts$4,00081
Number of managed investment management and investment advisory agency accounts$222,000201
Number of foundation and endowment trust and agency accounts, managed assets$0495
Other Fiduciary Accounts$10,00070
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$134,000252
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$1,090,00066
Personal Trust and Agency Accounts$216,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00093
Employee Benefit-defined Benefit Accounts$2,00093
Number non-managed other employee benefit and retirement-related accounts$108,000124
Corporate Trust and Agency Accounts$616,00033
Number of investment management and advisory agency accounts, non-managed assets$87,00026
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$60,000270
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$21,000429
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$1,712,000130
Number of Managed Accounts$888,000185
Personal Trust and Agency Accounts$527,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000221
Employee Benefit-defined Benefit Accounts$1,000172
Number of other employee benefit and retirement-related accounts$128,000241
Corporate Trust and Agency Accounts$5,00049
Number of managed investment management and investment advisory agency accounts$213,000204
Number of foundation and endowment trust and agency accounts, managed assets$0293
Other Fiduciary Accounts$10,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$125,000229
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$824,00072
Personal Trust and Agency Accounts$209,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00089
Employee Benefit-defined Benefit Accounts$2,00084
Number non-managed other employee benefit and retirement-related accounts$111,00078
Corporate Trust and Agency Accounts$359,00039
Number of investment management and advisory agency accounts, non-managed assets$82,00026
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$60,000208
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000219
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$1,700,000129
Number of Managed Accounts$881,000183
Personal Trust and Agency Accounts$524,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000220
Employee Benefit-defined Benefit Accounts$1,000171
Number of other employee benefit and retirement-related accounts$132,000237
Corporate Trust and Agency Accounts$5,00050
Number of managed investment management and investment advisory agency accounts$206,000205
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$9,00053
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$129,000224
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$819,00073
Personal Trust and Agency Accounts$200,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00085
Employee Benefit-defined Benefit Accounts$2,00083
Number non-managed other employee benefit and retirement-related accounts$111,00079
Corporate Trust and Agency Accounts$361,00037
Number of investment management and advisory agency accounts, non-managed assets$84,00026
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$62,000205
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000218
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$1,699,000131
Number of Managed Accounts$878,000183
Personal Trust and Agency Accounts$508,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000217
Employee Benefit-defined Benefit Accounts$1,000173
Number of other employee benefit and retirement-related accounts$120,000242
Corporate Trust and Agency Accounts$9,00039
Number of managed investment management and investment advisory agency accounts$225,000195
Number of foundation and endowment trust and agency accounts, managed assets$0290
Other Fiduciary Accounts$10,00051
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$117,000228
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$821,00075
Personal Trust and Agency Accounts$196,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00091
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$120,00080
Corporate Trust and Agency Accounts$360,00037
Number of investment management and advisory agency accounts, non-managed assets$84,00028
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$57,000217
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$33,000192
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,713,000134
Number of Managed Accounts$873,000184
Personal Trust and Agency Accounts$511,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000260
Employee Benefit-defined Benefit Accounts$1,000212
Number of other employee benefit and retirement-related accounts$114,000282
Corporate Trust and Agency Accounts$9,00062
Number of managed investment management and investment advisory agency accounts$223,000198
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$10,00070
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$111,000263
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$840,00080
Personal Trust and Agency Accounts$200,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000104
Employee Benefit-defined Benefit Accounts$3,00086
Number non-managed other employee benefit and retirement-related accounts$122,000117
Corporate Trust and Agency Accounts$369,00037
Number of investment management and advisory agency accounts, non-managed assets$88,00028
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$64,000276
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000354
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$1,690,000130
Number of Managed Accounts$853,000178
Personal Trust and Agency Accounts$500,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000217
Employee Benefit-defined Benefit Accounts$1,000176
Number of other employee benefit and retirement-related accounts$108,000242
Corporate Trust and Agency Accounts$9,00037
Number of managed investment management and investment advisory agency accounts$221,000188
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$9,00050
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$105,000227
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$837,00074
Personal Trust and Agency Accounts$199,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00097
Employee Benefit-defined Benefit Accounts$3,00080
Number non-managed other employee benefit and retirement-related accounts$124,00077
Corporate Trust and Agency Accounts$367,00036
Number of investment management and advisory agency accounts, non-managed assets$86,00027
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$63,000204
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$34,000189
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,707,000130
Number of Managed Accounts$852,000177
Personal Trust and Agency Accounts$502,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000217
Employee Benefit-defined Benefit Accounts$1,000176
Number of other employee benefit and retirement-related accounts$106,000243
Corporate Trust and Agency Accounts$10,00035
Number of managed investment management and investment advisory agency accounts$219,000187
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$9,00052
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$103,000228
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$855,00073
Personal Trust and Agency Accounts$204,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00098
Employee Benefit-defined Benefit Accounts$3,00080
Number non-managed other employee benefit and retirement-related accounts$125,00078
Corporate Trust and Agency Accounts$380,00036
Number of investment management and advisory agency accounts, non-managed assets$85,00026
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$66,000200
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000192
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$1,702,000135
Number of Managed Accounts$846,000179
Personal Trust and Agency Accounts$502,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000219
Employee Benefit-defined Benefit Accounts$1,000179
Number of other employee benefit and retirement-related accounts$103,000246
Corporate Trust and Agency Accounts$11,00034
Number of managed investment management and investment advisory agency accounts$216,000189
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$8,00053
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$100,000229
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$856,00074
Personal Trust and Agency Accounts$204,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00098
Employee Benefit-defined Benefit Accounts$3,00079
Number non-managed other employee benefit and retirement-related accounts$125,00084
Corporate Trust and Agency Accounts$382,00035
Number of investment management and advisory agency accounts, non-managed assets$85,00025
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$70,000196
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000192
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,690,000138
Number of Managed Accounts$847,000179
Personal Trust and Agency Accounts$514,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000242
Employee Benefit-defined Benefit Accounts$1,000221
Number of other employee benefit and retirement-related accounts$100,000294
Corporate Trust and Agency Accounts$11,00055
Number of managed investment management and investment advisory agency accounts$209,000201
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$5,00099
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$97,000273
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$843,00082
Personal Trust and Agency Accounts$190,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000109
Employee Benefit-defined Benefit Accounts$3,00088
Number non-managed other employee benefit and retirement-related accounts$125,000121
Corporate Trust and Agency Accounts$381,00036
Number of investment management and advisory agency accounts, non-managed assets$87,00025
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$68,000280
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000355
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,652,000132
Number of Managed Accounts$818,000181
Personal Trust and Agency Accounts$496,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000194
Employee Benefit-defined Benefit Accounts$1,000180
Number of other employee benefit and retirement-related accounts$97,000245
Corporate Trust and Agency Accounts$11,00032
Number of managed investment management and investment advisory agency accounts$201,000195
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$5,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$94,000226
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$834,00073
Personal Trust and Agency Accounts$184,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00097
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$128,00072
Corporate Trust and Agency Accounts$379,00034
Number of investment management and advisory agency accounts, non-managed assets$83,00022
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$73,000187
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000181
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$1,687,000127
Number of Managed Accounts$818,000181
Personal Trust and Agency Accounts$495,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000200
Employee Benefit-defined Benefit Accounts$1,000182
Number of other employee benefit and retirement-related accounts$97,000245
Corporate Trust and Agency Accounts$12,00031
Number of managed investment management and investment advisory agency accounts$202,000195
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$4,00061
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$95,000223
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$869,00070
Personal Trust and Agency Accounts$188,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000100
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$133,00075
Corporate Trust and Agency Accounts$402,00034
Number of investment management and advisory agency accounts, non-managed assets$83,00024
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$68,000199
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000169
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$1,711,000129
Number of Managed Accounts$811,000181
Personal Trust and Agency Accounts$489,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000209
Employee Benefit-defined Benefit Accounts$1,000183
Number of other employee benefit and retirement-related accounts$97,000242
Corporate Trust and Agency Accounts$12,00029
Number of managed investment management and investment advisory agency accounts$202,000195
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$4,00060
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$95,000220
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$900,00067
Personal Trust and Agency Accounts$190,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00099
Employee Benefit-defined Benefit Accounts$3,00086
Number non-managed other employee benefit and retirement-related accounts$130,00076
Corporate Trust and Agency Accounts$429,00034
Number of investment management and advisory agency accounts, non-managed assets$87,00024
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$51,000227
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000180
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$1,711,000134
Number of Managed Accounts$795,000183
Personal Trust and Agency Accounts$480,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000271
Employee Benefit-defined Benefit Accounts$1,000228
Number of other employee benefit and retirement-related accounts$90,000299
Corporate Trust and Agency Accounts$11,00057
Number of managed investment management and investment advisory agency accounts$205,000200
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$2,000148
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$88,000279
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$916,00073
Personal Trust and Agency Accounts$209,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000110
Employee Benefit-defined Benefit Accounts$3,00091
Number non-managed other employee benefit and retirement-related accounts$130,000116
Corporate Trust and Agency Accounts$425,00035
Number of investment management and advisory agency accounts, non-managed assets$90,00020
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$49,000354
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000348
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$1,708,000128
Number of Managed Accounts$782,000181
Personal Trust and Agency Accounts$474,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000212
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$89,000245
Corporate Trust and Agency Accounts$13,00030
Number of managed investment management and investment advisory agency accounts$195,000196
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$4,00063
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$87,000225
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$926,00064
Personal Trust and Agency Accounts$211,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000100
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$133,00074
Corporate Trust and Agency Accounts$431,00033
Number of investment management and advisory agency accounts, non-managed assets$89,00016
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$47,000236
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000169
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$1,722,000127
Number of Managed Accounts$778,000182
Personal Trust and Agency Accounts$472,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000213
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$89,000245
Corporate Trust and Agency Accounts$12,00034
Number of managed investment management and investment advisory agency accounts$194,000202
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$4,00064
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$87,000224
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$944,00064
Personal Trust and Agency Accounts$215,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00099
Employee Benefit-defined Benefit Accounts$3,00086
Number non-managed other employee benefit and retirement-related accounts$132,00077
Corporate Trust and Agency Accounts$444,00034
Number of investment management and advisory agency accounts, non-managed assets$90,00016
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$45,000241
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$40,000170
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$1,727,000122
Number of Managed Accounts$787,000180
Personal Trust and Agency Accounts$479,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000207
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$89,000245
Corporate Trust and Agency Accounts$12,00037
Number of managed investment management and investment advisory agency accounts$195,000196
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$4,00063
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$87,000218
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$940,00069
Personal Trust and Agency Accounts$214,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000101
Employee Benefit-defined Benefit Accounts$3,00086
Number non-managed other employee benefit and retirement-related accounts$139,00074
Corporate Trust and Agency Accounts$438,00034
Number of investment management and advisory agency accounts, non-managed assets$89,00018
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$41,000248
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$47,000160
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$1,780,000118
Number of Managed Accounts$786,000192
Personal Trust and Agency Accounts$477,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000291
Employee Benefit-defined Benefit Accounts$1,000240
Number of other employee benefit and retirement-related accounts$89,000302
Corporate Trust and Agency Accounts$12,00066
Number of managed investment management and investment advisory agency accounts$197,000205
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$4,000124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$87,000268
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$994,00076
Personal Trust and Agency Accounts$215,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000111
Employee Benefit-defined Benefit Accounts$3,00096
Number non-managed other employee benefit and retirement-related accounts$139,000122
Corporate Trust and Agency Accounts$489,00035
Number of investment management and advisory agency accounts, non-managed assets$88,00020
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$44,000385
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$48,000306
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$1,758,000112
Number of Managed Accounts$792,000178
Personal Trust and Agency Accounts$489,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000215
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$81,000242
Corporate Trust and Agency Accounts$12,00034
Number of managed investment management and investment advisory agency accounts$199,000186
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$4,00066
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$81,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$966,00070
Personal Trust and Agency Accounts$204,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000106
Employee Benefit-defined Benefit Accounts$3,00086
Number non-managed other employee benefit and retirement-related accounts$128,00078
Corporate Trust and Agency Accounts$479,00031
Number of investment management and advisory agency accounts, non-managed assets$93,00018
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$42,000250
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000168
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$1,734,000120
Number of Managed Accounts$802,000178
Personal Trust and Agency Accounts$497,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000216
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$82,000241
Corporate Trust and Agency Accounts$12,00036
Number of managed investment management and investment advisory agency accounts$200,000189
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$4,00070
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$82,000207
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$932,00071
Personal Trust and Agency Accounts$204,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,000105
Employee Benefit-defined Benefit Accounts$3,00088
Number non-managed other employee benefit and retirement-related accounts$125,00076
Corporate Trust and Agency Accounts$454,00032
Number of investment management and advisory agency accounts, non-managed assets$87,00017
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$37,000261
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$34,000174
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$1,752,000119
Number of Managed Accounts$811,000176
Personal Trust and Agency Accounts$510,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000217
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$84,000237
Corporate Trust and Agency Accounts$17,00029
Number of managed investment management and investment advisory agency accounts$191,000194
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$84,000201
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$941,00072
Personal Trust and Agency Accounts$204,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000105
Employee Benefit-defined Benefit Accounts$4,00082
Number non-managed other employee benefit and retirement-related accounts$134,00072
Corporate Trust and Agency Accounts$454,00035
Number of investment management and advisory agency accounts, non-managed assets$85,00017
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$32,000274
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000185
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$1,750,000129
Number of Managed Accounts$811,000186
Personal Trust and Agency Accounts$511,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000287
Employee Benefit-defined Benefit Accounts$1,000248
Number of other employee benefit and retirement-related accounts$83,000316
Corporate Trust and Agency Accounts$17,00055
Number of managed investment management and investment advisory agency accounts$189,000210
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$4,000132
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$83,000264
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$939,00083
Personal Trust and Agency Accounts$206,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000103
Employee Benefit-defined Benefit Accounts$3,000103
Number non-managed other employee benefit and retirement-related accounts$131,000130
Corporate Trust and Agency Accounts$446,00038
Number of investment management and advisory agency accounts, non-managed assets$85,00016
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$34,000437
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$165,000109
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$1,736,000122
Number of Managed Accounts$810,000181
Personal Trust and Agency Accounts$516,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000212
Employee Benefit-defined Benefit Accounts$1,000184
Number of other employee benefit and retirement-related accounts$83,000223
Corporate Trust and Agency Accounts$18,00033
Number of managed investment management and investment advisory agency accounts$181,000211
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00067
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$926,00074
Personal Trust and Agency Accounts$290,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,000100
Employee Benefit-defined Benefit Accounts$3,00094
Number non-managed other employee benefit and retirement-related accounts$131,00076
Corporate Trust and Agency Accounts$435,00035
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$36,000263
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$1,709,000123
Number of Managed Accounts$804,000184
Personal Trust and Agency Accounts$519,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000223
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$84,000228
Corporate Trust and Agency Accounts$11,00045
Number of managed investment management and investment advisory agency accounts$178,000211
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00068
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$905,00075
Personal Trust and Agency Accounts$299,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,000104
Employee Benefit-defined Benefit Accounts$3,00093
Number non-managed other employee benefit and retirement-related accounts$132,00078
Corporate Trust and Agency Accounts$405,00034
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$37,000268
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$1,676,000120
Number of Managed Accounts$837,000176
Personal Trust and Agency Accounts$547,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000226
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$84,000225
Corporate Trust and Agency Accounts$11,00047
Number of managed investment management and investment advisory agency accounts$182,000211
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00070
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$839,00076
Personal Trust and Agency Accounts$214,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,000103
Employee Benefit-defined Benefit Accounts$3,00098
Number non-managed other employee benefit and retirement-related accounts$149,00075
Corporate Trust and Agency Accounts$406,00034
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$35,000277
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$1,678,000135
Number of Managed Accounts$825,000188
Personal Trust and Agency Accounts$538,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000322
Employee Benefit-defined Benefit Accounts$2,000195
Number of other employee benefit and retirement-related accounts$84,000307
Corporate Trust and Agency Accounts$11,00083
Number of managed investment management and investment advisory agency accounts$178,000232
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,000107
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$853,00091
Personal Trust and Agency Accounts$215,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000114
Employee Benefit-defined Benefit Accounts$3,000122
Number non-managed other employee benefit and retirement-related accounts$150,000123
Corporate Trust and Agency Accounts$417,00038
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$40,000420
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$1,682,000125
Number of Managed Accounts$825,000178
Personal Trust and Agency Accounts$541,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000237
Employee Benefit-defined Benefit Accounts$2,000165
Number of other employee benefit and retirement-related accounts$80,000241
Corporate Trust and Agency Accounts$11,00046
Number of managed investment management and investment advisory agency accounts$179,000214
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00072
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$857,00079
Personal Trust and Agency Accounts$216,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,00099
Employee Benefit-defined Benefit Accounts$3,000100
Number non-managed other employee benefit and retirement-related accounts$150,00074
Corporate Trust and Agency Accounts$420,00035
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$41,000283
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$1,705,000128
Number of Managed Accounts$836,000182
Personal Trust and Agency Accounts$545,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000228
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$79,000242
Corporate Trust and Agency Accounts$11,00048
Number of managed investment management and investment advisory agency accounts$185,000215
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00066
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$869,00081
Personal Trust and Agency Accounts$222,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,000107
Employee Benefit-defined Benefit Accounts$3,000106
Number non-managed other employee benefit and retirement-related accounts$150,00075
Corporate Trust and Agency Accounts$427,00038
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$45,000275
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$1,708,000129
Number of Managed Accounts$834,000186
Personal Trust and Agency Accounts$541,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000218
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$77,000244
Corporate Trust and Agency Accounts$10,00052
Number of managed investment management and investment advisory agency accounts$187,000217
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,00070
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$874,00080
Personal Trust and Agency Accounts$222,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000106
Employee Benefit-defined Benefit Accounts$3,000106
Number non-managed other employee benefit and retirement-related accounts$175,00066
Corporate Trust and Agency Accounts$406,00038
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$45,000284
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$1,685,000134
Number of Managed Accounts$810,000194
Personal Trust and Agency Accounts$540,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000250
Employee Benefit-defined Benefit Accounts$2,000188
Number of other employee benefit and retirement-related accounts$63,000350
Corporate Trust and Agency Accounts$8,00097
Number of managed investment management and investment advisory agency accounts$177,000239
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,000123
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$875,00089
Personal Trust and Agency Accounts$225,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,000119
Employee Benefit-defined Benefit Accounts$3,000127
Number non-managed other employee benefit and retirement-related accounts$178,000108
Corporate Trust and Agency Accounts$397,00043
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$45,000412
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$1,661,000126
Number of Managed Accounts$787,000190
Personal Trust and Agency Accounts$523,000121
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$13,000196
Employee Benefit-defined Benefit Accounts$2,000158
Number of other employee benefit and retirement-related accounts$61,000253
Corporate Trust and Agency Accounts$8,00054
Number of managed investment management and investment advisory agency accounts$173,000216
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00076
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$874,00077
Personal Trust and Agency Accounts$224,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,000102
Employee Benefit-defined Benefit Accounts$3,000104
Number non-managed other employee benefit and retirement-related accounts$172,00066
Corporate Trust and Agency Accounts$401,00039
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$46,000265
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$1,662,000126
Number of Managed Accounts$782,000196
Personal Trust and Agency Accounts$523,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$14,000192
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$61,000255
Corporate Trust and Agency Accounts$8,00055
Number of managed investment management and investment advisory agency accounts$170,000216
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00081
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$880,00074
Personal Trust and Agency Accounts$224,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,000104
Employee Benefit-defined Benefit Accounts$3,000112
Number non-managed other employee benefit and retirement-related accounts$178,00065
Corporate Trust and Agency Accounts$398,00038
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$46,000271
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$1,663,000126
Number of Managed Accounts$789,000189
Personal Trust and Agency Accounts$521,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000172
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$59,000258
Corporate Trust and Agency Accounts$8,00055
Number of managed investment management and investment advisory agency accounts$176,000214
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00082
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$874,00072
Personal Trust and Agency Accounts$221,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00097
Employee Benefit-defined Benefit Accounts$3,000110
Number non-managed other employee benefit and retirement-related accounts$176,00061
Corporate Trust and Agency Accounts$390,00039
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$45,000272
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$1,730,000131
Number of Managed Accounts$781,000199
Personal Trust and Agency Accounts$517,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000221
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$56,000347
Corporate Trust and Agency Accounts$8,000112
Number of managed investment management and investment advisory agency accounts$174,000231
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,000126
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$949,00083
Personal Trust and Agency Accounts$219,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,000115
Employee Benefit-defined Benefit Accounts$3,000135
Number non-managed other employee benefit and retirement-related accounts$251,00074
Corporate Trust and Agency Accounts$392,00039
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$45,000420
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$1,748,000127
Number of Managed Accounts$778,000196
Personal Trust and Agency Accounts$520,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000176
Employee Benefit-defined Benefit Accounts$1,000202
Number of other employee benefit and retirement-related accounts$53,000255
Corporate Trust and Agency Accounts$9,00057
Number of managed investment management and investment advisory agency accounts$169,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00078
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$970,00074
Personal Trust and Agency Accounts$220,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00099
Employee Benefit-defined Benefit Accounts$3,000113
Number non-managed other employee benefit and retirement-related accounts$278,00047
Corporate Trust and Agency Accounts$382,00042
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$42,000271
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$1,784,000133
Number of Managed Accounts$785,000198
Personal Trust and Agency Accounts$528,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000177
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$52,000258
Corporate Trust and Agency Accounts$9,00056
Number of managed investment management and investment advisory agency accounts$167,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00081
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$999,00073
Personal Trust and Agency Accounts$231,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,000102
Employee Benefit-defined Benefit Accounts$3,000123
Number non-managed other employee benefit and retirement-related accounts$274,00045
Corporate Trust and Agency Accounts$399,00043
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$47,000266
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$1,774,000131
Number of Managed Accounts$789,000197
Personal Trust and Agency Accounts$529,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000179
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$52,000258
Corporate Trust and Agency Accounts$6,00063
Number of managed investment management and investment advisory agency accounts$172,000215
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$985,00073
Personal Trust and Agency Accounts$217,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,000103
Employee Benefit-defined Benefit Accounts$3,000121
Number non-managed other employee benefit and retirement-related accounts$276,00048
Corporate Trust and Agency Accounts$394,00043
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$43,000279
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$1,930,000130
Number of Managed Accounts$852,000189
Personal Trust and Agency Accounts$571,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000214
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$54,000343
Corporate Trust and Agency Accounts$7,000124
Number of managed investment management and investment advisory agency accounts$187,000215
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,000126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,078,00079
Personal Trust and Agency Accounts$218,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,000108
Employee Benefit-defined Benefit Accounts$3,000155
Number non-managed other employee benefit and retirement-related accounts$307,00060
Corporate Trust and Agency Accounts$441,00039
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$58,000373
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$1,835,000124
Number of Managed Accounts$828,000184
Personal Trust and Agency Accounts$559,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000174
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$54,000242
Corporate Trust and Agency Accounts$7,00064
Number of managed investment management and investment advisory agency accounts$175,000199
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,00078
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,007,00070
Personal Trust and Agency Accounts$208,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00098
Employee Benefit-defined Benefit Accounts$3,000124
Number non-managed other employee benefit and retirement-related accounts$305,00044
Corporate Trust and Agency Accounts$383,00043
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$54,000248
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$1,800,000125
Number of Managed Accounts$815,000184
Personal Trust and Agency Accounts$551,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000179
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$52,000255
Corporate Trust and Agency Accounts$9,00060
Number of managed investment management and investment advisory agency accounts$171,000206
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00080
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$985,00073
Personal Trust and Agency Accounts$195,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00095
Employee Benefit-defined Benefit Accounts$3,000116
Number non-managed other employee benefit and retirement-related accounts$302,00047
Corporate Trust and Agency Accounts$377,00043
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$51,000259
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$1,771,000127
Number of Managed Accounts$806,000186
Personal Trust and Agency Accounts$550,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000184
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$49,000258
Corporate Trust and Agency Accounts$9,00062
Number of managed investment management and investment advisory agency accounts$167,000206
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00083
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$965,00080
Personal Trust and Agency Accounts$190,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,000102
Employee Benefit-defined Benefit Accounts$4,000110
Number non-managed other employee benefit and retirement-related accounts$303,00047
Corporate Trust and Agency Accounts$360,00043
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$47,000267
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$2,021,000126
Number of Managed Accounts$925,000170
Personal Trust and Agency Accounts$579,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000166
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$118,000207
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$176,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,000101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,096,00083
Personal Trust and Agency Accounts$196,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,000109
Employee Benefit-defined Benefit Accounts$4,000140
Number non-managed other employee benefit and retirement-related accounts$334,00062
Corporate Trust and Agency Accounts$442,00038
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000238
Memoranda
Custody and Safekeeping Accounts$65,000359
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$1,981,000118
Number of Managed Accounts$902,000172
Personal Trust and Agency Accounts$565,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000151
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$118,000166
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$169,000198
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00061
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,079,00077
Personal Trust and Agency Accounts$191,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,000100
Employee Benefit-defined Benefit Accounts$4,000112
Number non-managed other employee benefit and retirement-related accounts$334,00045
Corporate Trust and Agency Accounts$432,00038
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$60,000256
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$1,931,000123
Number of Managed Accounts$896,000171
Personal Trust and Agency Accounts$560,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000155
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$118,000168
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$168,000196
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00062
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,035,00083
Personal Trust and Agency Accounts$190,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,000107
Employee Benefit-defined Benefit Accounts$4,000117
Number non-managed other employee benefit and retirement-related accounts$332,00046
Corporate Trust and Agency Accounts$391,00044
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$47,000283
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$2,012,000118
Number of Managed Accounts$885,000173
Personal Trust and Agency Accounts$554,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000157
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$117,000167
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$165,000200
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00065
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,127,00076
Personal Trust and Agency Accounts$191,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,000106
Employee Benefit-defined Benefit Accounts$4,000118
Number non-managed other employee benefit and retirement-related accounts$333,00045
Corporate Trust and Agency Accounts$365,00048
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$117,00035
Memoranda
Custody and Safekeeping Accounts$42,000300
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$2,010,000130
Number of Managed Accounts$739,000210
Personal Trust and Agency Accounts$378,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,000119
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$10,000576
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$272,000145
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,000119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,271,00079
Personal Trust and Agency Accounts$373,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$512,00053
Employee Benefit-defined Benefit Accounts$4,000139
Number non-managed other employee benefit and retirement-related accounts$20,000467
Corporate Trust and Agency Accounts$362,00051
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$49,000449
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$1,966,000129
Number of Managed Accounts$901,000175
Personal Trust and Agency Accounts$547,000148
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$64,000121
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$10,000331
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$265,000141
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$15,00080
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,065,00086
Personal Trust and Agency Accounts$186,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$494,00061
Employee Benefit-defined Benefit Accounts$4,000128
Number non-managed other employee benefit and retirement-related accounts$19,000232
Corporate Trust and Agency Accounts$362,00053
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$46,000304
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$2,009,000129
Number of Managed Accounts$911,000178
Personal Trust and Agency Accounts$552,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,000132
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$10,000327
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$274,000137
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,098,00087
Personal Trust and Agency Accounts$187,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$516,00057
Employee Benefit-defined Benefit Accounts$4,000131
Number non-managed other employee benefit and retirement-related accounts$19,000236
Corporate Trust and Agency Accounts$371,00056
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000140
Memoranda
Custody and Safekeeping Accounts$48,000302
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$2,052,000133
Number of Managed Accounts$919,000182
Personal Trust and Agency Accounts$573,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,000139
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$10,000335
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$265,000141
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,133,00087
Personal Trust and Agency Accounts$180,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$557,00052
Employee Benefit-defined Benefit Accounts$4,000134
Number non-managed other employee benefit and retirement-related accounts$19,000239
Corporate Trust and Agency Accounts$373,00062
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$39,000331
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$2,270,000130
Number of Managed Accounts$923,000186
Personal Trust and Agency Accounts$582,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,000159
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$8,000617
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$264,000146
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,000123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,347,00082
Personal Trust and Agency Accounts$180,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$778,00040
Employee Benefit-defined Benefit Accounts$4,000155
Number non-managed other employee benefit and retirement-related accounts$23,000450
Corporate Trust and Agency Accounts$362,00062
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$40,000546
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$2,398,000110
Number of Managed Accounts$1,030,000157
Personal Trust and Agency Accounts$674,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,000190
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$13,000496
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$272,000125
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,368,00078
Personal Trust and Agency Accounts$128,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$534,00044
Employee Benefit-defined Benefit Accounts$6,000138
Number non-managed other employee benefit and retirement-related accounts$328,00069
Corporate Trust and Agency Accounts$371,00061
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000249
Memoranda
Custody and Safekeeping Accounts$55,000425
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