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The Huntington National Bank, Number of Fiduciary and Related Asset Accounts

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$23,370,00026
Number of Managed Accounts$16,535,00019
Personal Trust and Agency Accounts$4,599,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00028
Employee Benefit-defined Benefit Accounts$88,0009
Number of other employee benefit and retirement-related accounts$4,795,00017
Corporate Trust and Agency Accounts$42,00013
Number of managed investment management and investment advisory agency accounts$6,251,00021
Number of foundation and endowment trust and agency accounts, managed assets$497,00015
Other Fiduciary Accounts$136,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,524,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,835,00022
Personal Trust and Agency Accounts$206,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$635,00011
Employee Benefit-defined Benefit Accounts$102,00018
Number non-managed other employee benefit and retirement-related accounts$275,00030
Corporate Trust and Agency Accounts$5,516,00011
Number of investment management and advisory agency accounts, non-managed assets$5,000109
Number (#) individual retirement, health savings, and other similar accounts$2,00075
Other Fiduciary Accounts$94,00023
Memoranda
Custody and Safekeeping Accounts$1,436,00048
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$204,00050
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$23,369,00025
Number of Managed Accounts$16,585,00019
Personal Trust and Agency Accounts$4,634,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00028
Employee Benefit-defined Benefit Accounts$83,00011
Number of other employee benefit and retirement-related accounts$4,810,00017
Corporate Trust and Agency Accounts$42,00019
Number of managed investment management and investment advisory agency accounts$6,252,00021
Number of foundation and endowment trust and agency accounts, managed assets$499,00016
Other Fiduciary Accounts$137,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,528,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$6,784,00021
Personal Trust and Agency Accounts$222,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$644,00011
Employee Benefit-defined Benefit Accounts$107,00019
Number non-managed other employee benefit and retirement-related accounts$287,00037
Corporate Trust and Agency Accounts$5,419,00011
Number of investment management and advisory agency accounts, non-managed assets$9,000123
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$94,00025
Memoranda
Custody and Safekeeping Accounts$1,450,00050
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$215,00070
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$22,448,00025
Number of Managed Accounts$16,406,00019
Personal Trust and Agency Accounts$4,677,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$140,00026
Employee Benefit-defined Benefit Accounts$84,00011
Number of other employee benefit and retirement-related accounts$4,698,00018
Corporate Trust and Agency Accounts$38,00014
Number of managed investment management and investment advisory agency accounts$6,118,00021
Number of foundation and endowment trust and agency accounts, managed assets$523,00015
Other Fiduciary Accounts$128,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,417,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,042,00021
Personal Trust and Agency Accounts$202,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$665,00011
Employee Benefit-defined Benefit Accounts$105,00018
Number non-managed other employee benefit and retirement-related accounts$295,00030
Corporate Trust and Agency Accounts$4,680,00012
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$1,00092
Other Fiduciary Accounts$94,00024
Memoranda
Custody and Safekeeping Accounts$1,514,00044
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$224,00046
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$22,191,00027
Number of Managed Accounts$16,348,00019
Personal Trust and Agency Accounts$4,750,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00027
Employee Benefit-defined Benefit Accounts$85,00011
Number of other employee benefit and retirement-related accounts$4,641,00018
Corporate Trust and Agency Accounts$38,00015
Number of managed investment management and investment advisory agency accounts$6,040,00021
Number of foundation and endowment trust and agency accounts, managed assets$527,00015
Other Fiduciary Accounts$124,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$4,361,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,843,00022
Personal Trust and Agency Accounts$211,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$685,00012
Employee Benefit-defined Benefit Accounts$104,00020
Number non-managed other employee benefit and retirement-related accounts$301,00032
Corporate Trust and Agency Accounts$4,447,00012
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$94,00024
Memoranda
Custody and Safekeeping Accounts$1,523,00047
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$229,00054
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$19,694,00027
Number of Managed Accounts$13,476,00021
Personal Trust and Agency Accounts$4,081,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$131,00031
Employee Benefit-defined Benefit Accounts$77,00012
Number of other employee benefit and retirement-related accounts$3,578,00020
Corporate Trust and Agency Accounts$38,00013
Number of managed investment management and investment advisory agency accounts$4,975,00023
Number of foundation and endowment trust and agency accounts, managed assets$474,00015
Other Fiduciary Accounts$122,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,296,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,218,00022
Personal Trust and Agency Accounts$194,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$513,00014
Employee Benefit-defined Benefit Accounts$104,00019
Number non-managed other employee benefit and retirement-related accounts$240,00036
Corporate Trust and Agency Accounts$5,073,00011
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$1,00092
Other Fiduciary Accounts$93,00024
Memoranda
Custody and Safekeeping Accounts$1,313,00048
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$167,00061
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$19,886,00028
Number of Managed Accounts$13,707,00021
Personal Trust and Agency Accounts$4,136,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00032
Employee Benefit-defined Benefit Accounts$79,00013
Number of other employee benefit and retirement-related accounts$3,538,00020
Corporate Trust and Agency Accounts$28,00022
Number of managed investment management and investment advisory agency accounts$5,214,00023
Number of foundation and endowment trust and agency accounts, managed assets$471,00015
Other Fiduciary Accounts$114,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,244,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$6,179,00023
Personal Trust and Agency Accounts$205,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$526,00015
Employee Benefit-defined Benefit Accounts$102,00020
Number non-managed other employee benefit and retirement-related accounts$246,00047
Corporate Trust and Agency Accounts$5,006,00011
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$93,00026
Memoranda
Custody and Safekeeping Accounts$1,366,00050
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$172,00089
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$19,164,00028
Number of Managed Accounts$13,565,00021
Personal Trust and Agency Accounts$4,159,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$129,00030
Employee Benefit-defined Benefit Accounts$81,00013
Number of other employee benefit and retirement-related accounts$3,456,00020
Corporate Trust and Agency Accounts$50,00012
Number of managed investment management and investment advisory agency accounts$5,083,00023
Number of foundation and endowment trust and agency accounts, managed assets$494,00015
Other Fiduciary Accounts$113,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$3,159,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,599,00023
Personal Trust and Agency Accounts$207,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$547,00016
Employee Benefit-defined Benefit Accounts$100,00020
Number non-managed other employee benefit and retirement-related accounts$380,00028
Corporate Trust and Agency Accounts$4,269,00011
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$1,00093
Other Fiduciary Accounts$95,00024
Memoranda
Custody and Safekeeping Accounts$1,461,00043
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$298,00045
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$19,034,00028
Number of Managed Accounts$13,583,00021
Personal Trust and Agency Accounts$4,238,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00029
Employee Benefit-defined Benefit Accounts$81,00013
Number of other employee benefit and retirement-related accounts$3,406,00020
Corporate Trust and Agency Accounts$46,00013
Number of managed investment management and investment advisory agency accounts$5,070,00022
Number of foundation and endowment trust and agency accounts, managed assets$499,00015
Other Fiduciary Accounts$113,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,110,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,451,00023
Personal Trust and Agency Accounts$214,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$559,00016
Employee Benefit-defined Benefit Accounts$103,00019
Number non-managed other employee benefit and retirement-related accounts$425,00028
Corporate Trust and Agency Accounts$4,055,00011
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$1,000102
Other Fiduciary Accounts$94,00024
Memoranda
Custody and Safekeeping Accounts$1,539,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$344,00048
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$19,804,00028
Number of Managed Accounts$13,593,00020
Personal Trust and Agency Accounts$4,307,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$132,00030
Employee Benefit-defined Benefit Accounts$81,00013
Number of other employee benefit and retirement-related accounts$3,358,00020
Corporate Trust and Agency Accounts$58,00012
Number of managed investment management and investment advisory agency accounts$5,042,00022
Number of foundation and endowment trust and agency accounts, managed assets$503,00015
Other Fiduciary Accounts$112,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,061,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,211,00023
Personal Trust and Agency Accounts$212,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$635,00013
Employee Benefit-defined Benefit Accounts$105,00019
Number non-managed other employee benefit and retirement-related accounts$515,00022
Corporate Trust and Agency Accounts$4,650,00011
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$1,00095
Other Fiduciary Accounts$93,00024
Memoranda
Custody and Safekeeping Accounts$1,630,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$431,00038
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$19,796,00028
Number of Managed Accounts$13,514,00021
Personal Trust and Agency Accounts$4,363,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00029
Employee Benefit-defined Benefit Accounts$85,00013
Number of other employee benefit and retirement-related accounts$3,281,00020
Corporate Trust and Agency Accounts$48,00016
Number of managed investment management and investment advisory agency accounts$4,968,00023
Number of foundation and endowment trust and agency accounts, managed assets$510,00016
Other Fiduciary Accounts$120,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,987,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$6,282,00023
Personal Trust and Agency Accounts$222,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$643,00013
Employee Benefit-defined Benefit Accounts$111,00019
Number non-managed other employee benefit and retirement-related accounts$655,00022
Corporate Trust and Agency Accounts$4,556,00011
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$94,00027
Memoranda
Custody and Safekeeping Accounts$1,694,00048
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$569,00039
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$19,743,00029
Number of Managed Accounts$13,571,00021
Personal Trust and Agency Accounts$4,449,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00025
Employee Benefit-defined Benefit Accounts$85,00013
Number of other employee benefit and retirement-related accounts$3,248,00020
Corporate Trust and Agency Accounts$50,00013
Number of managed investment management and investment advisory agency accounts$4,971,00024
Number of foundation and endowment trust and agency accounts, managed assets$509,00016
Other Fiduciary Accounts$115,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,950,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,172,00022
Personal Trust and Agency Accounts$241,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$651,00013
Employee Benefit-defined Benefit Accounts$122,00018
Number non-managed other employee benefit and retirement-related accounts$733,00018
Corporate Trust and Agency Accounts$4,327,00011
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$97,00021
Memoranda
Custody and Safekeeping Accounts$1,746,00041
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$642,00033
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$19,264,00029
Number of Managed Accounts$13,519,00021
Personal Trust and Agency Accounts$4,520,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00025
Employee Benefit-defined Benefit Accounts$86,00012
Number of other employee benefit and retirement-related accounts$3,170,00020
Corporate Trust and Agency Accounts$52,00013
Number of managed investment management and investment advisory agency accounts$4,916,00023
Number of foundation and endowment trust and agency accounts, managed assets$512,00016
Other Fiduciary Accounts$112,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,867,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,745,00022
Personal Trust and Agency Accounts$270,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$701,00013
Employee Benefit-defined Benefit Accounts$117,00018
Number non-managed other employee benefit and retirement-related accounts$766,00018
Corporate Trust and Agency Accounts$3,795,00011
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$95,00022
Memoranda
Custody and Safekeeping Accounts$1,760,00041
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$679,00033
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$19,889,00029
Number of Managed Accounts$13,444,00021
Personal Trust and Agency Accounts$4,552,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$158,00023
Employee Benefit-defined Benefit Accounts$80,00012
Number of other employee benefit and retirement-related accounts$3,115,00020
Corporate Trust and Agency Accounts$54,00013
Number of managed investment management and investment advisory agency accounts$4,874,00023
Number of foundation and endowment trust and agency accounts, managed assets$506,00016
Other Fiduciary Accounts$105,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,812,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,445,00022
Personal Trust and Agency Accounts$277,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$718,00013
Employee Benefit-defined Benefit Accounts$114,00019
Number non-managed other employee benefit and retirement-related accounts$820,00017
Corporate Trust and Agency Accounts$4,419,00010
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$1,000111
Other Fiduciary Accounts$96,00024
Memoranda
Custody and Safekeeping Accounts$1,799,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$723,00030
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$19,839,00029
Number of Managed Accounts$13,408,00022
Personal Trust and Agency Accounts$4,566,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$157,00024
Employee Benefit-defined Benefit Accounts$77,00015
Number of other employee benefit and retirement-related accounts$3,077,00020
Corporate Trust and Agency Accounts$55,00017
Number of managed investment management and investment advisory agency accounts$4,865,00024
Number of foundation and endowment trust and agency accounts, managed assets$510,00017
Other Fiduciary Accounts$101,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,768,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$6,431,00022
Personal Trust and Agency Accounts$283,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$714,00013
Employee Benefit-defined Benefit Accounts$117,00018
Number non-managed other employee benefit and retirement-related accounts$867,00017
Corporate Trust and Agency Accounts$4,357,00011
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$92,00029
Memoranda
Custody and Safekeeping Accounts$1,824,00040
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$773,00031
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$19,902,00029
Number of Managed Accounts$13,612,00022
Personal Trust and Agency Accounts$4,674,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00023
Employee Benefit-defined Benefit Accounts$70,00018
Number of other employee benefit and retirement-related accounts$3,058,00021
Corporate Trust and Agency Accounts$54,00013
Number of managed investment management and investment advisory agency accounts$4,878,00024
Number of foundation and endowment trust and agency accounts, managed assets$523,00016
Other Fiduciary Accounts$180,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,744,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,290,00021
Personal Trust and Agency Accounts$295,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$738,00013
Employee Benefit-defined Benefit Accounts$123,00019
Number non-managed other employee benefit and retirement-related accounts$921,00017
Corporate Trust and Agency Accounts$4,195,00011
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$1,000105
Other Fiduciary Accounts$17,00039
Memoranda
Custody and Safekeeping Accounts$1,886,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$822,00029
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$19,378,00028
Number of Managed Accounts$13,488,00022
Personal Trust and Agency Accounts$4,714,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00023
Employee Benefit-defined Benefit Accounts$71,00017
Number of other employee benefit and retirement-related accounts$3,022,00021
Corporate Trust and Agency Accounts$72,00012
Number of managed investment management and investment advisory agency accounts$4,824,00024
Number of foundation and endowment trust and agency accounts, managed assets$515,00017
Other Fiduciary Accounts$95,00013
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,707,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,890,00020
Personal Trust and Agency Accounts$285,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$783,00013
Employee Benefit-defined Benefit Accounts$115,00020
Number non-managed other employee benefit and retirement-related accounts$982,00016
Corporate Trust and Agency Accounts$3,707,00011
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$17,00041
Memoranda
Custody and Safekeeping Accounts$1,980,00038
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$888,00028
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$20,343,00029
Number of Managed Accounts$13,607,00022
Personal Trust and Agency Accounts$4,780,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00021
Employee Benefit-defined Benefit Accounts$94,00011
Number of other employee benefit and retirement-related accounts$2,995,00021
Corporate Trust and Agency Accounts$55,00015
Number of managed investment management and investment advisory agency accounts$4,826,00024
Number of foundation and endowment trust and agency accounts, managed assets$521,00016
Other Fiduciary Accounts$161,0007
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,602,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,736,00022
Personal Trust and Agency Accounts$303,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$812,00014
Employee Benefit-defined Benefit Accounts$114,00020
Number non-managed other employee benefit and retirement-related accounts$1,169,00015
Corporate Trust and Agency Accounts$4,323,00011
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$1,000104
Other Fiduciary Accounts$14,00042
Memoranda
Custody and Safekeeping Accounts$2,072,00038
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$1,071,00025
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$20,357,00029
Number of Managed Accounts$13,568,00022
Personal Trust and Agency Accounts$4,819,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$182,00023
Employee Benefit-defined Benefit Accounts$92,00012
Number of other employee benefit and retirement-related accounts$2,958,00021
Corporate Trust and Agency Accounts$55,00017
Number of managed investment management and investment advisory agency accounts$4,810,00025
Number of foundation and endowment trust and agency accounts, managed assets$532,00016
Other Fiduciary Accounts$120,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,594,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$6,789,00023
Personal Trust and Agency Accounts$308,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$894,00013
Employee Benefit-defined Benefit Accounts$112,00021
Number non-managed other employee benefit and retirement-related accounts$1,247,00013
Corporate Trust and Agency Accounts$4,213,00011
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$2,000101
Other Fiduciary Accounts$13,00062
Memoranda
Custody and Safekeeping Accounts$2,155,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,154,00025
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$20,374,00028
Number of Managed Accounts$13,663,00023
Personal Trust and Agency Accounts$4,869,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$183,00021
Employee Benefit-defined Benefit Accounts$101,00012
Number of other employee benefit and retirement-related accounts$2,969,00021
Corporate Trust and Agency Accounts$53,00015
Number of managed investment management and investment advisory agency accounts$4,837,00024
Number of foundation and endowment trust and agency accounts, managed assets$532,00016
Other Fiduciary Accounts$119,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,600,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,711,00023
Personal Trust and Agency Accounts$310,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$874,00014
Employee Benefit-defined Benefit Accounts$113,00021
Number non-managed other employee benefit and retirement-related accounts$1,301,00014
Corporate Trust and Agency Accounts$4,096,00011
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$2,00092
Other Fiduciary Accounts$15,00040
Memoranda
Custody and Safekeeping Accounts$2,204,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,213,00024
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$20,262,00028
Number of Managed Accounts$13,777,00022
Personal Trust and Agency Accounts$4,925,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00022
Employee Benefit-defined Benefit Accounts$110,00012
Number of other employee benefit and retirement-related accounts$2,963,00021
Corporate Trust and Agency Accounts$55,00016
Number of managed investment management and investment advisory agency accounts$4,863,00023
Number of foundation and endowment trust and agency accounts, managed assets$559,00016
Other Fiduciary Accounts$123,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,649,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,485,00023
Personal Trust and Agency Accounts$314,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$865,00014
Employee Benefit-defined Benefit Accounts$114,00021
Number non-managed other employee benefit and retirement-related accounts$1,353,00014
Corporate Trust and Agency Accounts$3,821,00011
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$3,00079
Other Fiduciary Accounts$15,00040
Memoranda
Custody and Safekeeping Accounts$2,231,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,234,00024
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$20,731,00028
Number of Managed Accounts$13,901,00022
Personal Trust and Agency Accounts$4,965,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00021
Employee Benefit-defined Benefit Accounts$128,00010
Number of other employee benefit and retirement-related accounts$2,946,00021
Corporate Trust and Agency Accounts$53,00015
Number of managed investment management and investment advisory agency accounts$4,863,00022
Number of foundation and endowment trust and agency accounts, managed assets$590,00015
Other Fiduciary Accounts$172,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,620,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,830,00023
Personal Trust and Agency Accounts$329,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$789,00015
Employee Benefit-defined Benefit Accounts$114,00021
Number non-managed other employee benefit and retirement-related accounts$1,427,00013
Corporate Trust and Agency Accounts$4,147,00011
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$17,00044
Memoranda
Custody and Safekeeping Accounts$2,263,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,307,00023
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$20,855,00028
Number of Managed Accounts$13,942,00022
Personal Trust and Agency Accounts$5,035,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00020
Employee Benefit-defined Benefit Accounts$123,00012
Number of other employee benefit and retirement-related accounts$2,963,00021
Corporate Trust and Agency Accounts$52,00021
Number of managed investment management and investment advisory agency accounts$4,869,00022
Number of foundation and endowment trust and agency accounts, managed assets$586,00015
Other Fiduciary Accounts$117,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,633,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$6,913,00024
Personal Trust and Agency Accounts$335,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$832,00015
Employee Benefit-defined Benefit Accounts$115,00022
Number non-managed other employee benefit and retirement-related accounts$1,549,00012
Corporate Trust and Agency Accounts$4,058,00011
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$5,00066
Other Fiduciary Accounts$19,00060
Memoranda
Custody and Safekeeping Accounts$2,330,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,431,00023
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$21,322,00027
Number of Managed Accounts$14,158,00022
Personal Trust and Agency Accounts$5,109,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$202,00019
Employee Benefit-defined Benefit Accounts$134,00010
Number of other employee benefit and retirement-related accounts$2,994,00020
Corporate Trust and Agency Accounts$53,00017
Number of managed investment management and investment advisory agency accounts$4,940,00022
Number of foundation and endowment trust and agency accounts, managed assets$587,00015
Other Fiduciary Accounts$139,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,647,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,164,00021
Personal Trust and Agency Accounts$339,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$861,00013
Employee Benefit-defined Benefit Accounts$113,00021
Number non-managed other employee benefit and retirement-related accounts$1,601,00012
Corporate Trust and Agency Accounts$4,228,00011
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$7,00051
Other Fiduciary Accounts$15,00047
Memoranda
Custody and Safekeeping Accounts$2,345,00036
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,472,00023
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$17,157,00029
Number of Managed Accounts$10,225,00027
Personal Trust and Agency Accounts$3,796,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00029
Employee Benefit-defined Benefit Accounts$96,00015
Number of other employee benefit and retirement-related accounts$2,156,00025
Corporate Trust and Agency Accounts$56,00017
Number of managed investment management and investment advisory agency accounts$3,378,00025
Number of foundation and endowment trust and agency accounts, managed assets$537,00015
Other Fiduciary Accounts$81,00017
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,824,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,932,00022
Personal Trust and Agency Accounts$282,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$552,00016
Employee Benefit-defined Benefit Accounts$89,00022
Number non-managed other employee benefit and retirement-related accounts$1,673,00012
Corporate Trust and Agency Accounts$4,317,00011
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$4,00069
Other Fiduciary Accounts$15,00045
Memoranda
Custody and Safekeeping Accounts$2,170,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,566,00023
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$17,374,00028
Number of Managed Accounts$10,280,00027
Personal Trust and Agency Accounts$3,858,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00032
Employee Benefit-defined Benefit Accounts$92,00015
Number of other employee benefit and retirement-related accounts$2,156,00025
Corporate Trust and Agency Accounts$26,00020
Number of managed investment management and investment advisory agency accounts$3,398,00025
Number of foundation and endowment trust and agency accounts, managed assets$540,00015
Other Fiduciary Accounts$84,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,824,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,094,00022
Personal Trust and Agency Accounts$284,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$567,00017
Employee Benefit-defined Benefit Accounts$86,00022
Number non-managed other employee benefit and retirement-related accounts$1,728,00012
Corporate Trust and Agency Accounts$4,410,00011
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$4,00070
Other Fiduciary Accounts$15,00046
Memoranda
Custody and Safekeeping Accounts$2,206,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,619,00023
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$17,384,00027
Number of Managed Accounts$10,325,00026
Personal Trust and Agency Accounts$3,885,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00028
Employee Benefit-defined Benefit Accounts$100,00013
Number of other employee benefit and retirement-related accounts$2,167,00023
Corporate Trust and Agency Accounts$18,00034
Number of managed investment management and investment advisory agency accounts$3,384,00025
Number of foundation and endowment trust and agency accounts, managed assets$545,00015
Other Fiduciary Accounts$91,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,834,00026
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$7,059,00022
Personal Trust and Agency Accounts$292,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$569,00018
Employee Benefit-defined Benefit Accounts$79,00023
Number non-managed other employee benefit and retirement-related accounts$1,859,00011
Corporate Trust and Agency Accounts$4,239,00011
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$17,00064
Memoranda
Custody and Safekeeping Accounts$2,276,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,719,00022
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$17,633,00027
Number of Managed Accounts$10,531,00026
Personal Trust and Agency Accounts$3,977,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00028
Employee Benefit-defined Benefit Accounts$105,00012
Number of other employee benefit and retirement-related accounts$2,200,00022
Corporate Trust and Agency Accounts$20,00025
Number of managed investment management and investment advisory agency accounts$3,427,00025
Number of foundation and endowment trust and agency accounts, managed assets$550,00014
Other Fiduciary Accounts$116,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,865,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,102,00021
Personal Trust and Agency Accounts$302,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$578,00017
Employee Benefit-defined Benefit Accounts$82,00023
Number non-managed other employee benefit and retirement-related accounts$1,966,00011
Corporate Trust and Agency Accounts$4,156,00011
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$14,00050
Memoranda
Custody and Safekeeping Accounts$2,361,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,819,00022
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$17,923,00027
Number of Managed Accounts$10,740,00027
Personal Trust and Agency Accounts$4,035,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00030
Employee Benefit-defined Benefit Accounts$100,00013
Number of other employee benefit and retirement-related accounts$1,940,00025
Corporate Trust and Agency Accounts$21,00025
Number of managed investment management and investment advisory agency accounts$3,229,00024
Number of foundation and endowment trust and agency accounts, managed assets$554,00014
Other Fiduciary Accounts$726,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,886,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,183,00018
Personal Trust and Agency Accounts$305,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$579,00016
Employee Benefit-defined Benefit Accounts$80,00024
Number non-managed other employee benefit and retirement-related accounts$2,069,00010
Corporate Trust and Agency Accounts$4,113,00011
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$4,00075
Other Fiduciary Accounts$33,00031
Memoranda
Custody and Safekeeping Accounts$2,429,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$1,922,00021
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$17,881,00027
Number of Managed Accounts$10,377,00026
Personal Trust and Agency Accounts$4,104,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$134,00029
Employee Benefit-defined Benefit Accounts$101,00014
Number of other employee benefit and retirement-related accounts$2,005,00025
Corporate Trust and Agency Accounts$22,00024
Number of managed investment management and investment advisory agency accounts$3,314,00024
Number of foundation and endowment trust and agency accounts, managed assets$561,00014
Other Fiduciary Accounts$136,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,947,00025
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,504,00019
Personal Trust and Agency Accounts$313,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$594,00018
Employee Benefit-defined Benefit Accounts$84,00023
Number non-managed other employee benefit and retirement-related accounts$2,249,0009
Corporate Trust and Agency Accounts$4,245,00012
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$4,00076
Other Fiduciary Accounts$15,00051
Memoranda
Custody and Safekeeping Accounts$2,590,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,108,00021
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$18,128,00028
Number of Managed Accounts$10,581,00023
Personal Trust and Agency Accounts$4,200,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00028
Employee Benefit-defined Benefit Accounts$103,00014
Number of other employee benefit and retirement-related accounts$2,079,00022
Corporate Trust and Agency Accounts$22,00033
Number of managed investment management and investment advisory agency accounts$3,372,00023
Number of foundation and endowment trust and agency accounts, managed assets$593,00014
Other Fiduciary Accounts$70,00022
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,023,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,596,00021
Number of Non-Managed Accounts$7,547,00021
Personal Trust and Agency Accounts$328,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$639,00018
Employee Benefit-defined Benefit Accounts$83,00023
Number non-managed other employee benefit and retirement-related accounts$2,375,00011
Corporate Trust and Agency Accounts$4,104,00012
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$4,00084
Other Fiduciary Accounts$14,00079
Memoranda
Custody and Safekeeping Accounts$2,773,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,231,00021
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$18,459,00028
Number of Managed Accounts$10,698,00022
Personal Trust and Agency Accounts$4,283,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,00025
Employee Benefit-defined Benefit Accounts$103,00013
Number of other employee benefit and retirement-related accounts$2,079,00020
Corporate Trust and Agency Accounts$17,00028
Number of managed investment management and investment advisory agency accounts$3,379,00022
Number of foundation and endowment trust and agency accounts, managed assets$605,00014
Other Fiduciary Accounts$79,00020
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,022,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,761,00020
Personal Trust and Agency Accounts$338,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$658,00018
Employee Benefit-defined Benefit Accounts$90,00024
Number non-managed other employee benefit and retirement-related accounts$2,555,0008
Corporate Trust and Agency Accounts$4,102,00012
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$14,00052
Memoranda
Custody and Safekeeping Accounts$2,875,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,374,00021
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$18,664,00028
Number of Managed Accounts$10,795,00021
Personal Trust and Agency Accounts$4,312,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00024
Employee Benefit-defined Benefit Accounts$107,00013
Number of other employee benefit and retirement-related accounts$2,084,00020
Corporate Trust and Agency Accounts$22,00025
Number of managed investment management and investment advisory agency accounts$3,405,00022
Number of foundation and endowment trust and agency accounts, managed assets$610,00014
Other Fiduciary Accounts$99,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,026,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,869,00020
Personal Trust and Agency Accounts$341,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$674,00018
Employee Benefit-defined Benefit Accounts$93,00024
Number non-managed other employee benefit and retirement-related accounts$2,587,0008
Corporate Trust and Agency Accounts$4,152,00012
Number of investment management and advisory agency accounts, non-managed assets$2,000167
Number (#) individual retirement, health savings, and other similar accounts$6,00058
Other Fiduciary Accounts$14,00055
Memoranda
Custody and Safekeeping Accounts$2,872,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,407,00021
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$18,936,00029
Number of Managed Accounts$10,856,00021
Personal Trust and Agency Accounts$4,373,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00024
Employee Benefit-defined Benefit Accounts$104,00014
Number of other employee benefit and retirement-related accounts$2,088,00020
Corporate Trust and Agency Accounts$19,00027
Number of managed investment management and investment advisory agency accounts$3,402,00022
Number of foundation and endowment trust and agency accounts, managed assets$604,00014
Other Fiduciary Accounts$110,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,030,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,080,00021
Personal Trust and Agency Accounts$358,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$688,00020
Employee Benefit-defined Benefit Accounts$93,00024
Number non-managed other employee benefit and retirement-related accounts$2,734,00010
Corporate Trust and Agency Accounts$4,186,00011
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$7,00049
Other Fiduciary Accounts$14,00060
Memoranda
Custody and Safekeeping Accounts$2,964,00034
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,522,00021
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$19,420,00028
Number of Managed Accounts$10,936,00021
Personal Trust and Agency Accounts$4,446,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$161,00024
Employee Benefit-defined Benefit Accounts$104,00016
Number of other employee benefit and retirement-related accounts$2,079,00020
Corporate Trust and Agency Accounts$23,00028
Number of managed investment management and investment advisory agency accounts$3,424,00022
Number of foundation and endowment trust and agency accounts, managed assets$586,00015
Other Fiduciary Accounts$113,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,024,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,627,00013
Number of Non-Managed Accounts$8,484,00021
Personal Trust and Agency Accounts$367,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$695,00021
Employee Benefit-defined Benefit Accounts$97,00023
Number non-managed other employee benefit and retirement-related accounts$3,006,00011
Corporate Trust and Agency Accounts$4,298,00010
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$5,00069
Other Fiduciary Accounts$16,00073
Memoranda
Custody and Safekeeping Accounts$3,132,00037
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,752,00022
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$19,308,00029
Number of Managed Accounts$10,973,00021
Personal Trust and Agency Accounts$4,487,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00020
Employee Benefit-defined Benefit Accounts$110,00017
Number of other employee benefit and retirement-related accounts$2,080,00020
Corporate Trust and Agency Accounts$27,00017
Number of managed investment management and investment advisory agency accounts$3,398,00022
Number of foundation and endowment trust and agency accounts, managed assets$581,00014
Other Fiduciary Accounts$116,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,027,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,335,00021
Personal Trust and Agency Accounts$368,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$704,00020
Employee Benefit-defined Benefit Accounts$94,00023
Number non-managed other employee benefit and retirement-related accounts$2,958,00010
Corporate Trust and Agency Accounts$4,190,00010
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$5,00061
Other Fiduciary Accounts$16,00049
Memoranda
Custody and Safekeeping Accounts$3,082,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,702,00022
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$19,214,00029
Number of Managed Accounts$10,975,00020
Personal Trust and Agency Accounts$4,526,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$177,00018
Employee Benefit-defined Benefit Accounts$112,00015
Number of other employee benefit and retirement-related accounts$2,067,00019
Corporate Trust and Agency Accounts$28,00018
Number of managed investment management and investment advisory agency accounts$3,380,00021
Number of foundation and endowment trust and agency accounts, managed assets$567,00013
Other Fiduciary Accounts$118,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,015,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,239,00022
Personal Trust and Agency Accounts$377,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$724,00021
Employee Benefit-defined Benefit Accounts$96,00023
Number non-managed other employee benefit and retirement-related accounts$2,879,00011
Corporate Trust and Agency Accounts$4,142,00010
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$5,00061
Other Fiduciary Accounts$16,00049
Memoranda
Custody and Safekeeping Accounts$3,023,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,614,00024
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$19,244,00029
Number of Managed Accounts$11,025,00020
Personal Trust and Agency Accounts$4,597,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00018
Employee Benefit-defined Benefit Accounts$123,00013
Number of other employee benefit and retirement-related accounts$2,067,00019
Corporate Trust and Agency Accounts$30,00019
Number of managed investment management and investment advisory agency accounts$3,350,00020
Number of foundation and endowment trust and agency accounts, managed assets$561,00013
Other Fiduciary Accounts$118,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,019,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,219,00022
Personal Trust and Agency Accounts$346,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$748,00020
Employee Benefit-defined Benefit Accounts$99,00023
Number non-managed other employee benefit and retirement-related accounts$2,696,00011
Corporate Trust and Agency Accounts$4,309,00010
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$5,00063
Other Fiduciary Accounts$16,00051
Memoranda
Custody and Safekeeping Accounts$2,933,00035
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,530,00025
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$19,195,00028
Number of Managed Accounts$11,000,00019
Personal Trust and Agency Accounts$4,528,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$249,00014
Employee Benefit-defined Benefit Accounts$124,00014
Number of other employee benefit and retirement-related accounts$2,072,00019
Corporate Trust and Agency Accounts$34,00029
Number of managed investment management and investment advisory agency accounts$3,338,00020
Number of foundation and endowment trust and agency accounts, managed assets$535,00013
Other Fiduciary Accounts$120,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,042,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,463,00013
Number of Non-Managed Accounts$8,195,00024
Personal Trust and Agency Accounts$439,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$760,00021
Employee Benefit-defined Benefit Accounts$97,00023
Number non-managed other employee benefit and retirement-related accounts$2,590,00014
Corporate Trust and Agency Accounts$4,286,00010
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$14,00032
Other Fiduciary Accounts$9,000103
Memoranda
Custody and Safekeeping Accounts$29,047,00019
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,421,00027
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$19,248,00028
Number of Managed Accounts$11,148,00019
Personal Trust and Agency Accounts$4,547,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$328,00010
Employee Benefit-defined Benefit Accounts$129,00012
Number of other employee benefit and retirement-related accounts$2,061,00019
Corporate Trust and Agency Accounts$35,00016
Number of managed investment management and investment advisory agency accounts$3,389,00019
Number of foundation and endowment trust and agency accounts, managed assets$540,00013
Other Fiduciary Accounts$119,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,033,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,100,00022
Personal Trust and Agency Accounts$456,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$815,00019
Employee Benefit-defined Benefit Accounts$97,00024
Number non-managed other employee benefit and retirement-related accounts$2,508,00011
Corporate Trust and Agency Accounts$4,199,00010
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$16,00028
Other Fiduciary Accounts$9,00063
Memoranda
Custody and Safekeeping Accounts$79,940,00012
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,339,00024
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$19,257,00027
Number of Managed Accounts$11,231,00018
Personal Trust and Agency Accounts$4,602,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$335,00010
Employee Benefit-defined Benefit Accounts$126,00013
Number of other employee benefit and retirement-related accounts$2,077,00019
Corporate Trust and Agency Accounts$39,00015
Number of managed investment management and investment advisory agency accounts$3,397,00020
Number of foundation and endowment trust and agency accounts, managed assets$536,00012
Other Fiduciary Accounts$119,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,050,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,026,00022
Personal Trust and Agency Accounts$460,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$816,00020
Employee Benefit-defined Benefit Accounts$101,00025
Number non-managed other employee benefit and retirement-related accounts$2,430,00012
Corporate Trust and Agency Accounts$4,194,00010
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$16,00027
Other Fiduciary Accounts$9,00065
Memoranda
Custody and Safekeeping Accounts$78,492,00012
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$2,249,00023
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$18,982,00027
Number of Managed Accounts$11,113,00019
Personal Trust and Agency Accounts$4,615,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00016
Employee Benefit-defined Benefit Accounts$127,00013
Number of other employee benefit and retirement-related accounts$2,052,00019
Corporate Trust and Agency Accounts$44,00014
Number of managed investment management and investment advisory agency accounts$3,422,00020
Number of foundation and endowment trust and agency accounts, managed assets$536,00013
Other Fiduciary Accounts$120,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,026,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,869,00024
Personal Trust and Agency Accounts$476,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$848,00021
Employee Benefit-defined Benefit Accounts$95,00024
Number non-managed other employee benefit and retirement-related accounts$2,269,00013
Corporate Trust and Agency Accounts$4,155,00010
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$17,00027
Other Fiduciary Accounts$9,00064
Memoranda
Custody and Safekeeping Accounts$76,070,00012
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$2,069,00023
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$18,827,00025
Number of Managed Accounts$11,202,00019
Personal Trust and Agency Accounts$4,663,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$202,00019
Employee Benefit-defined Benefit Accounts$129,00014
Number of other employee benefit and retirement-related accounts$2,081,00019
Corporate Trust and Agency Accounts$49,00020
Number of managed investment management and investment advisory agency accounts$3,422,00020
Number of foundation and endowment trust and agency accounts, managed assets$535,00012
Other Fiduciary Accounts$121,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,052,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,721,00011
Number of Non-Managed Accounts$7,625,00024
Personal Trust and Agency Accounts$466,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$859,00021
Employee Benefit-defined Benefit Accounts$97,00024
Number non-managed other employee benefit and retirement-related accounts$2,150,00014
Corporate Trust and Agency Accounts$4,027,00010
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$17,00029
Other Fiduciary Accounts$9,000111
Memoranda
Custody and Safekeeping Accounts$74,553,00013
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,942,00024
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$18,787,00027
Number of Managed Accounts$11,311,00020
Personal Trust and Agency Accounts$4,720,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00016
Employee Benefit-defined Benefit Accounts$125,00012
Number of other employee benefit and retirement-related accounts$2,124,00021
Corporate Trust and Agency Accounts$47,00014
Number of managed investment management and investment advisory agency accounts$3,432,00021
Number of foundation and endowment trust and agency accounts, managed assets$538,00011
Other Fiduciary Accounts$120,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,092,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,476,00022
Personal Trust and Agency Accounts$464,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$897,00021
Employee Benefit-defined Benefit Accounts$105,00024
Number non-managed other employee benefit and retirement-related accounts$2,034,00013
Corporate Trust and Agency Accounts$3,942,00011
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$24,00019
Other Fiduciary Accounts$10,00064
Memoranda
Custody and Safekeeping Accounts$74,957,00014
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$1,848,00023
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$17,533,00028
Number of Managed Accounts$11,302,00019
Personal Trust and Agency Accounts$4,783,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$200,00016
Employee Benefit-defined Benefit Accounts$122,00011
Number of other employee benefit and retirement-related accounts$2,083,00020
Corporate Trust and Agency Accounts$50,00013
Number of managed investment management and investment advisory agency accounts$3,410,00019
Number of foundation and endowment trust and agency accounts, managed assets$532,00011
Other Fiduciary Accounts$122,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,053,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,231,00027
Personal Trust and Agency Accounts$559,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$937,00021
Employee Benefit-defined Benefit Accounts$103,00024
Number non-managed other employee benefit and retirement-related accounts$747,00022
Corporate Trust and Agency Accounts$3,778,00012
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$26,00019
Other Fiduciary Accounts$81,00026
Memoranda
Custody and Safekeeping Accounts$74,305,00014
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$635,00029
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$17,693,00027
Number of Managed Accounts$11,329,00018
Personal Trust and Agency Accounts$4,831,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00016
Employee Benefit-defined Benefit Accounts$119,00011
Number of other employee benefit and retirement-related accounts$2,066,00018
Corporate Trust and Agency Accounts$48,00014
Number of managed investment management and investment advisory agency accounts$3,408,00019
Number of foundation and endowment trust and agency accounts, managed assets$533,00011
Other Fiduciary Accounts$121,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$2,037,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,364,00027
Personal Trust and Agency Accounts$586,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$935,00022
Employee Benefit-defined Benefit Accounts$105,00024
Number non-managed other employee benefit and retirement-related accounts$730,00022
Corporate Trust and Agency Accounts$3,900,00012
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$26,00021
Other Fiduciary Accounts$82,00028
Memoranda
Custody and Safekeeping Accounts$71,490,00013
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$610,00030
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$17,298,00028
Number of Managed Accounts$11,269,00019
Personal Trust and Agency Accounts$4,596,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00022
Employee Benefit-defined Benefit Accounts$125,00014
Number of other employee benefit and retirement-related accounts$2,030,00018
Corporate Trust and Agency Accounts$57,00015
Number of managed investment management and investment advisory agency accounts$3,566,00019
Number of foundation and endowment trust and agency accounts, managed assets$401,00012
Other Fiduciary Accounts$306,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$2,008,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,650,00014
Number of Non-Managed Accounts$6,029,00028
Personal Trust and Agency Accounts$429,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$936,00022
Employee Benefit-defined Benefit Accounts$107,00024
Number non-managed other employee benefit and retirement-related accounts$635,00031
Corporate Trust and Agency Accounts$3,717,00012
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$55,00015
Other Fiduciary Accounts$150,00029
Memoranda
Custody and Safekeeping Accounts$67,868,00013
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$596,00038
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$17,212,00025
Number of Managed Accounts$11,342,00018
Personal Trust and Agency Accounts$4,654,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00020
Employee Benefit-defined Benefit Accounts$124,00012
Number of other employee benefit and retirement-related accounts$2,007,00018
Corporate Trust and Agency Accounts$53,00011
Number of managed investment management and investment advisory agency accounts$3,617,00019
Number of foundation and endowment trust and agency accounts, managed assets$397,00013
Other Fiduciary Accounts$305,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$1,980,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,870,00027
Personal Trust and Agency Accounts$426,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$960,00023
Employee Benefit-defined Benefit Accounts$138,00021
Number non-managed other employee benefit and retirement-related accounts$594,00030
Corporate Trust and Agency Accounts$3,546,00012
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$54,00013
Other Fiduciary Accounts$152,00022
Memoranda
Custody and Safekeeping Accounts$1,886,00039
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$573,00035
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$17,141,00025
Number of Managed Accounts$11,392,00018
Personal Trust and Agency Accounts$4,700,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$186,00019
Employee Benefit-defined Benefit Accounts$129,00012
Number of other employee benefit and retirement-related accounts$2,008,00018
Corporate Trust and Agency Accounts$55,00011
Number of managed investment management and investment advisory agency accounts$3,591,00019
Number of foundation and endowment trust and agency accounts, managed assets$412,00011
Other Fiduciary Accounts$311,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,981,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,749,00029
Personal Trust and Agency Accounts$424,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$970,00024
Employee Benefit-defined Benefit Accounts$139,00022
Number non-managed other employee benefit and retirement-related accounts$585,00032
Corporate Trust and Agency Accounts$3,441,00013
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$36,00019
Other Fiduciary Accounts$154,00023
Memoranda
Custody and Safekeeping Accounts$1,906,00036
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$563,00035
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$17,255,00027
Number of Managed Accounts$11,376,00017
Personal Trust and Agency Accounts$4,727,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$176,00023
Employee Benefit-defined Benefit Accounts$133,00012
Number of other employee benefit and retirement-related accounts$1,985,00018
Corporate Trust and Agency Accounts$54,00012
Number of managed investment management and investment advisory agency accounts$3,574,00019
Number of foundation and endowment trust and agency accounts, managed assets$411,00013
Other Fiduciary Accounts$316,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,958,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,879,00030
Personal Trust and Agency Accounts$428,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$971,00025
Employee Benefit-defined Benefit Accounts$146,00022
Number non-managed other employee benefit and retirement-related accounts$582,00031
Corporate Trust and Agency Accounts$3,560,00012
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$36,00020
Other Fiduciary Accounts$156,00025
Memoranda
Custody and Safekeeping Accounts$1,908,00039
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$559,00032
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$17,354,00029
Number of Managed Accounts$11,471,00019
Personal Trust and Agency Accounts$4,776,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$226,00018
Employee Benefit-defined Benefit Accounts$141,00013
Number of other employee benefit and retirement-related accounts$1,977,00019
Corporate Trust and Agency Accounts$48,00017
Number of managed investment management and investment advisory agency accounts$3,577,00020
Number of foundation and endowment trust and agency accounts, managed assets$411,00015
Other Fiduciary Accounts$315,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,950,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,568,00017
Number of Non-Managed Accounts$5,883,00033
Personal Trust and Agency Accounts$427,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,048,00025
Employee Benefit-defined Benefit Accounts$149,00022
Number non-managed other employee benefit and retirement-related accounts$590,00041
Corporate Trust and Agency Accounts$3,474,00014
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$37,00022
Other Fiduciary Accounts$158,00029
Memoranda
Custody and Safekeeping Accounts$1,872,00040
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$564,00044
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$17,422,00033
Number of Managed Accounts$11,529,00020
Personal Trust and Agency Accounts$4,878,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$162,00024
Employee Benefit-defined Benefit Accounts$94,00019
Number of other employee benefit and retirement-related accounts$1,949,00021
Corporate Trust and Agency Accounts$57,00014
Number of managed investment management and investment advisory agency accounts$3,707,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$682,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,893,00033
Personal Trust and Agency Accounts$410,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,049,00025
Employee Benefit-defined Benefit Accounts$118,00025
Number non-managed other employee benefit and retirement-related accounts$583,00031
Corporate Trust and Agency Accounts$3,545,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$188,00024
Memoranda
Custody and Safekeeping Accounts$1,893,00041
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,474,00031
Number of Managed Accounts$11,549,00019
Personal Trust and Agency Accounts$4,954,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,00024
Employee Benefit-defined Benefit Accounts$65,00027
Number of other employee benefit and retirement-related accounts$1,925,00021
Corporate Trust and Agency Accounts$56,00016
Number of managed investment management and investment advisory agency accounts$3,702,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$682,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,925,00033
Personal Trust and Agency Accounts$411,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,055,00026
Employee Benefit-defined Benefit Accounts$118,00024
Number non-managed other employee benefit and retirement-related accounts$580,00028
Corporate Trust and Agency Accounts$3,571,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$190,00025
Memoranda
Custody and Safekeeping Accounts$2,005,00041
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,769,00030
Number of Managed Accounts$11,802,00019
Personal Trust and Agency Accounts$5,017,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$161,00026
Employee Benefit-defined Benefit Accounts$63,00030
Number of other employee benefit and retirement-related accounts$1,948,00021
Corporate Trust and Agency Accounts$72,00014
Number of managed investment management and investment advisory agency accounts$3,857,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$684,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,967,00032
Personal Trust and Agency Accounts$423,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,032,00025
Employee Benefit-defined Benefit Accounts$113,00025
Number non-managed other employee benefit and retirement-related accounts$567,00027
Corporate Trust and Agency Accounts$3,640,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$192,00025
Memoranda
Custody and Safekeeping Accounts$1,959,00041
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,897,00031
Number of Managed Accounts$11,875,00020
Personal Trust and Agency Accounts$5,057,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00024
Employee Benefit-defined Benefit Accounts$65,00029
Number of other employee benefit and retirement-related accounts$1,953,00021
Corporate Trust and Agency Accounts$69,00020
Number of managed investment management and investment advisory agency accounts$3,871,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$686,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,022,00033
Personal Trust and Agency Accounts$440,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,066,00026
Employee Benefit-defined Benefit Accounts$109,00027
Number non-managed other employee benefit and retirement-related accounts$559,00039
Corporate Trust and Agency Accounts$3,658,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$190,00035
Memoranda
Custody and Safekeeping Accounts$1,973,00043
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,961,00031
Number of Managed Accounts$11,999,00020
Personal Trust and Agency Accounts$5,117,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$183,00023
Employee Benefit-defined Benefit Accounts$64,00028
Number of other employee benefit and retirement-related accounts$1,977,00021
Corporate Trust and Agency Accounts$70,00013
Number of managed investment management and investment advisory agency accounts$3,896,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$692,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,962,00030
Personal Trust and Agency Accounts$432,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,130,00024
Employee Benefit-defined Benefit Accounts$116,00025
Number non-managed other employee benefit and retirement-related accounts$564,00031
Corporate Trust and Agency Accounts$3,528,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$192,00026
Memoranda
Custody and Safekeeping Accounts$2,005,00042
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,683,00032
Number of Managed Accounts$12,054,00021
Personal Trust and Agency Accounts$5,207,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00023
Employee Benefit-defined Benefit Accounts$73,00027
Number of other employee benefit and retirement-related accounts$1,963,00020
Corporate Trust and Agency Accounts$72,00016
Number of managed investment management and investment advisory agency accounts$3,855,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$693,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,629,00033
Personal Trust and Agency Accounts$441,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,128,00026
Employee Benefit-defined Benefit Accounts$142,00026
Number non-managed other employee benefit and retirement-related accounts$566,00032
Corporate Trust and Agency Accounts$3,157,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$195,00025
Memoranda
Custody and Safekeeping Accounts$2,024,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,869,00032
Number of Managed Accounts$12,148,00019
Personal Trust and Agency Accounts$5,315,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00021
Employee Benefit-defined Benefit Accounts$74,00025
Number of other employee benefit and retirement-related accounts$1,985,00020
Corporate Trust and Agency Accounts$73,00012
Number of managed investment management and investment advisory agency accounts$3,806,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$700,00012
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,721,00030
Personal Trust and Agency Accounts$447,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,130,00022
Employee Benefit-defined Benefit Accounts$146,00026
Number non-managed other employee benefit and retirement-related accounts$570,00031
Corporate Trust and Agency Accounts$3,230,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$198,00026
Memoranda
Custody and Safekeeping Accounts$1,931,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$18,011,00031
Number of Managed Accounts$12,371,00022
Personal Trust and Agency Accounts$5,484,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$193,00022
Employee Benefit-defined Benefit Accounts$70,00029
Number of other employee benefit and retirement-related accounts$1,967,00020
Corporate Trust and Agency Accounts$72,00017
Number of managed investment management and investment advisory agency accounts$3,885,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$700,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,640,00032
Personal Trust and Agency Accounts$503,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,108,00021
Employee Benefit-defined Benefit Accounts$154,00024
Number non-managed other employee benefit and retirement-related accounts$578,00041
Corporate Trust and Agency Accounts$3,096,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$201,00031
Memoranda
Custody and Safekeeping Accounts$2,074,00045
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$17,922,00032
Number of Managed Accounts$12,330,00021
Personal Trust and Agency Accounts$5,532,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$193,00025
Employee Benefit-defined Benefit Accounts$71,00028
Number of other employee benefit and retirement-related accounts$1,951,00019
Corporate Trust and Agency Accounts$68,00014
Number of managed investment management and investment advisory agency accounts$3,805,00023
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$710,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,592,00031
Personal Trust and Agency Accounts$506,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,127,00022
Employee Benefit-defined Benefit Accounts$159,00025
Number non-managed other employee benefit and retirement-related accounts$579,00029
Corporate Trust and Agency Accounts$3,019,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$202,00024
Memoranda
Custody and Safekeeping Accounts$2,111,00042
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$13,000,00038
Number of Managed Accounts$8,203,00027
Personal Trust and Agency Accounts$3,739,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00043
Employee Benefit-defined Benefit Accounts$42,00038
Number of other employee benefit and retirement-related accounts$1,329,00024
Corporate Trust and Agency Accounts$40,00028
Number of managed investment management and investment advisory agency accounts$2,514,00032
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$409,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,797,00032
Personal Trust and Agency Accounts$433,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$707,00030
Employee Benefit-defined Benefit Accounts$133,00029
Number non-managed other employee benefit and retirement-related accounts$440,00036
Corporate Trust and Agency Accounts$2,980,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$104,00029
Memoranda
Custody and Safekeeping Accounts$1,854,00047
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$12,815,00038
Number of Managed Accounts$8,121,00026
Personal Trust and Agency Accounts$3,792,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$129,00046
Employee Benefit-defined Benefit Accounts$34,00042
Number of other employee benefit and retirement-related accounts$1,301,00023
Corporate Trust and Agency Accounts$41,00026
Number of managed investment management and investment advisory agency accounts$2,410,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$414,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,694,00034
Personal Trust and Agency Accounts$473,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$706,00034
Employee Benefit-defined Benefit Accounts$107,00035
Number non-managed other employee benefit and retirement-related accounts$435,00036
Corporate Trust and Agency Accounts$2,869,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$104,00030
Memoranda
Custody and Safekeeping Accounts$1,859,00046
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$12,700,00039
Number of Managed Accounts$8,155,00026
Personal Trust and Agency Accounts$3,804,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00045
Employee Benefit-defined Benefit Accounts$37,00045
Number of other employee benefit and retirement-related accounts$1,313,00023
Corporate Trust and Agency Accounts$45,00037
Number of managed investment management and investment advisory agency accounts$2,397,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$417,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,545,00038
Personal Trust and Agency Accounts$418,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$684,00035
Employee Benefit-defined Benefit Accounts$108,00038
Number non-managed other employee benefit and retirement-related accounts$444,00046
Corporate Trust and Agency Accounts$2,786,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$105,00043
Memoranda
Custody and Safekeeping Accounts$1,882,00046
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$12,610,00038
Number of Managed Accounts$8,169,00026
Personal Trust and Agency Accounts$3,861,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00040
Employee Benefit-defined Benefit Accounts$38,00044
Number of other employee benefit and retirement-related accounts$1,281,00020
Corporate Trust and Agency Accounts$41,00029
Number of managed investment management and investment advisory agency accounts$2,377,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$421,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,441,00039
Personal Trust and Agency Accounts$421,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$698,00034
Employee Benefit-defined Benefit Accounts$111,00034
Number non-managed other employee benefit and retirement-related accounts$445,00036
Corporate Trust and Agency Accounts$2,659,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$107,00034
Memoranda
Custody and Safekeeping Accounts$1,896,00044
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$12,551,00038
Number of Managed Accounts$8,193,00026
Personal Trust and Agency Accounts$3,889,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00024
Employee Benefit-defined Benefit Accounts$36,00046
Number of other employee benefit and retirement-related accounts$1,258,00019
Corporate Trust and Agency Accounts$41,00031
Number of managed investment management and investment advisory agency accounts$2,327,00031
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$420,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,358,00038
Personal Trust and Agency Accounts$386,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$652,00035
Employee Benefit-defined Benefit Accounts$116,00038
Number non-managed other employee benefit and retirement-related accounts$439,00036
Corporate Trust and Agency Accounts$2,659,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$106,00034
Memoranda
Custody and Safekeeping Accounts$1,896,00042
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$12,564,00038
Number of Managed Accounts$8,191,00026
Personal Trust and Agency Accounts$4,063,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$233,00024
Employee Benefit-defined Benefit Accounts$37,00046
Number of other employee benefit and retirement-related accounts$1,139,00020
Corporate Trust and Agency Accounts$40,00032
Number of managed investment management and investment advisory agency accounts$2,266,00031
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$413,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
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$4,373,00036
Personal Trust and Agency Accounts$430,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$694,00034
Employee Benefit-defined Benefit Accounts$104,00037
Number non-managed other employee benefit and retirement-related accounts$431,00038
Corporate Trust and Agency Accounts$2,638,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$76,00041
Memoranda
Custody and Safekeeping Accounts$1,891,00041
Fiduciary Accounts Held in Foreign Offices$014
# 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$10,794,00046
Number of Managed Accounts$6,860,00037
Personal Trust and Agency Accounts$3,272,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$172,00039
Employee Benefit-defined Benefit Accounts$34,00048
Number of other employee benefit and retirement-related accounts$1,025,00024
Corporate Trust and Agency Accounts$39,00041
Number of managed investment management and investment advisory agency accounts$1,958,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$360,00016
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,934,00042
Personal Trust and Agency Accounts$265,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$537,00040
Employee Benefit-defined Benefit Accounts$105,00038
Number non-managed other employee benefit and retirement-related accounts$375,00052
Corporate Trust and Agency Accounts$2,606,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00068
Memoranda
Custody and Safekeeping Accounts$1,883,00044
Fiduciary Accounts Held in Foreign Offices$014
# 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$10,780,00042
Number of Managed Accounts$6,869,00034
Personal Trust and Agency Accounts$3,340,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$170,00038
Employee Benefit-defined Benefit Accounts$37,00045
Number of other employee benefit and retirement-related accounts$1,007,00024
Corporate Trust and Agency Accounts$38,00031
Number of managed investment management and investment advisory agency accounts$1,918,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$359,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,911,00041
Personal Trust and Agency Accounts$266,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$542,00041
Employee Benefit-defined Benefit Accounts$104,00037
Number non-managed other employee benefit and retirement-related accounts$368,00038
Corporate Trust and Agency Accounts$2,585,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00049
Memoranda
Custody and Safekeeping Accounts$1,885,00041
Fiduciary Accounts Held in Foreign Offices$013
# 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$10,650,00041
Number of Managed Accounts$6,767,00033
Personal Trust and Agency Accounts$3,399,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00037
Employee Benefit-defined Benefit Accounts$35,00044
Number of other employee benefit and retirement-related accounts$934,00027
Corporate Trust and Agency Accounts$41,00028
Number of managed investment management and investment advisory agency accounts$1,830,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$354,00011
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,883,00041
Personal Trust and Agency Accounts$266,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$543,00040
Employee Benefit-defined Benefit Accounts$102,00037
Number non-managed other employee benefit and retirement-related accounts$369,00041
Corporate Trust and Agency Accounts$2,557,00016
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00050
Memoranda
Custody and Safekeeping Accounts$1,866,00038
Fiduciary Accounts Held in Foreign Offices$014
# 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$10,618,00043
Number of Managed Accounts$6,746,00036
Personal Trust and Agency Accounts$3,432,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00038
Employee Benefit-defined Benefit Accounts$35,00049
Number of other employee benefit and retirement-related accounts$915,00027
Corporate Trust and Agency Accounts$79,00021
Number of managed investment management and investment advisory agency accounts$1,739,00037
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$367,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,872,00043
Personal Trust and Agency Accounts$269,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$567,00040
Employee Benefit-defined Benefit Accounts$106,00037
Number non-managed other employee benefit and retirement-related accounts$364,00041
Corporate Trust and Agency Accounts$2,520,00016
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00053
Memoranda
Custody and Safekeeping Accounts$1,852,00042
Fiduciary Accounts Held in Foreign Offices$015
# 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$10,107,00049
Number of Managed Accounts$6,595,00038
Personal Trust and Agency Accounts$3,418,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00038
Employee Benefit-defined Benefit Accounts$33,00052
Number of other employee benefit and retirement-related accounts$895,00026
Corporate Trust and Agency Accounts$80,00024
Number of managed investment management and investment advisory agency accounts$1,620,00037
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$364,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,512,00049
Personal Trust and Agency Accounts$269,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$556,00043
Employee Benefit-defined Benefit Accounts$105,00041
Number non-managed other employee benefit and retirement-related accounts$320,00067
Corporate Trust and Agency Accounts$2,217,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$45,00079
Memoranda
Custody and Safekeeping Accounts$1,776,00044
Fiduciary Accounts Held in Foreign Offices$016
# 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$10,085,00044
Number of Managed Accounts$6,603,00036
Personal Trust and Agency Accounts$3,485,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$184,00040
Employee Benefit-defined Benefit Accounts$31,00049
Number of other employee benefit and retirement-related accounts$869,00027
Corporate Trust and Agency Accounts$79,00018
Number of managed investment management and investment advisory agency accounts$1,596,00037
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$359,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,482,00045
Personal Trust and Agency Accounts$272,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$553,00043
Employee Benefit-defined Benefit Accounts$108,00036
Number non-managed other employee benefit and retirement-related accounts$328,00047
Corporate Trust and Agency Accounts$2,176,00015
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$45,00049
Memoranda
Custody and Safekeeping Accounts$1,737,00045
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$9,995,00044
Number of Managed Accounts$6,557,00034
Personal Trust and Agency Accounts$3,522,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$187,00040
Employee Benefit-defined Benefit Accounts$29,00053
Number of other employee benefit and retirement-related accounts$850,00029
Corporate Trust and Agency Accounts$80,00017
Number of managed investment management and investment advisory agency accounts$1,532,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$357,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,438,00045
Personal Trust and Agency Accounts$269,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$550,00044
Employee Benefit-defined Benefit Accounts$102,00038
Number non-managed other employee benefit and retirement-related accounts$327,00048
Corporate Trust and Agency Accounts$2,144,00015
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$46,00050
Memoranda
Custody and Safekeeping Accounts$1,665,00045
Fiduciary Accounts Held in Foreign Offices$017
# 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$9,951,00045
Number of Managed Accounts$6,600,00034
Personal Trust and Agency Accounts$3,567,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$196,00039
Employee Benefit-defined Benefit Accounts$31,00049
Number of other employee benefit and retirement-related accounts$835,00029
Corporate Trust and Agency Accounts$80,00019
Number of managed investment management and investment advisory agency accounts$1,499,00039
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$392,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,351,00046
Personal Trust and Agency Accounts$278,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$540,00044
Employee Benefit-defined Benefit Accounts$100,00038
Number non-managed other employee benefit and retirement-related accounts$329,00047
Corporate Trust and Agency Accounts$2,094,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00082
Memoranda
Custody and Safekeeping Accounts$1,632,00045
Fiduciary Accounts Held in Foreign Offices$017
# 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$9,954,00049
Number of Managed Accounts$6,500,00040
Personal Trust and Agency Accounts$3,571,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00041
Employee Benefit-defined Benefit Accounts$31,00055
Number of other employee benefit and retirement-related accounts$807,00031
Corporate Trust and Agency Accounts$85,00025
Number of managed investment management and investment advisory agency accounts$1,433,00043
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$376,00015
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,454,00047
Personal Trust and Agency Accounts$272,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$639,00044
Employee Benefit-defined Benefit Accounts$103,00040
Number non-managed other employee benefit and retirement-related accounts$326,00067
Corporate Trust and Agency Accounts$2,105,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,000143
Memoranda
Custody and Safekeeping Accounts$1,608,00048
Fiduciary Accounts Held in Foreign Offices$016
# 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$10,001,00045
Number of Managed Accounts$6,549,00036
Personal Trust and Agency Accounts$3,620,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00042
Employee Benefit-defined Benefit Accounts$31,00054
Number of other employee benefit and retirement-related accounts$807,00031
Corporate Trust and Agency Accounts$85,00019
Number of managed investment management and investment advisory agency accounts$1,433,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$376,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,452,00046
Personal Trust and Agency Accounts$270,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$639,00046
Employee Benefit-defined Benefit Accounts$103,00035
Number non-managed other employee benefit and retirement-related accounts$326,00049
Corporate Trust and Agency Accounts$2,105,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$9,000100
Memoranda
Custody and Safekeeping Accounts$1,608,00046
Fiduciary Accounts Held in Foreign Offices$016
# 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$10,253,00045
Number of Managed Accounts$6,558,00037
Personal Trust and Agency Accounts$3,631,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$212,00042
Employee Benefit-defined Benefit Accounts$31,00054
Number of other employee benefit and retirement-related accounts$786,00032
Corporate Trust and Agency Accounts$88,00020
Number of managed investment management and investment advisory agency accounts$1,427,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$383,00013
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,695,00048
Personal Trust and Agency Accounts$263,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$640,00047
Employee Benefit-defined Benefit Accounts$103,00035
Number non-managed other employee benefit and retirement-related accounts$627,00037
Corporate Trust and Agency Accounts$2,054,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$8,000106
Memoranda
Custody and Safekeeping Accounts$1,580,00048
Fiduciary Accounts Held in Foreign Offices$016
# 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$10,023,00047
Number of Managed Accounts$6,569,00037
Personal Trust and Agency Accounts$3,650,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$212,00047
Employee Benefit-defined Benefit Accounts$33,00055
Number of other employee benefit and retirement-related accounts$773,00030
Corporate Trust and Agency Accounts$92,00021
Number of managed investment management and investment advisory agency accounts$1,427,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$382,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,454,00049
Personal Trust and Agency Accounts$260,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$651,00044
Employee Benefit-defined Benefit Accounts$102,00037
Number non-managed other employee benefit and retirement-related accounts$358,00050
Corporate Trust and Agency Accounts$2,072,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00093
Memoranda
Custody and Safekeeping Accounts$1,609,00049
Fiduciary Accounts Held in Foreign Offices$016
# 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$9,922,00046
Number of Managed Accounts$6,509,00040
Personal Trust and Agency Accounts$3,657,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$189,00060
Employee Benefit-defined Benefit Accounts$37,00058
Number of other employee benefit and retirement-related accounts$766,00031
Corporate Trust and Agency Accounts$99,00025
Number of managed investment management and investment advisory agency accounts$1,376,00039
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$385,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,413,00050
Personal Trust and Agency Accounts$251,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$643,00046
Employee Benefit-defined Benefit Accounts$97,00048
Number non-managed other employee benefit and retirement-related accounts$347,00062
Corporate Trust and Agency Accounts$2,064,00022
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,000146
Memoranda
Custody and Safekeeping Accounts$1,587,00050
Fiduciary Accounts Held in Foreign Offices$017
# 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$10,493,00041
Number of Managed Accounts$7,006,00036
Personal Trust and Agency Accounts$4,072,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$220,00061
Employee Benefit-defined Benefit Accounts$39,00058
Number of other employee benefit and retirement-related accounts$726,00032
Corporate Trust and Agency Accounts$103,00025
Number of managed investment management and investment advisory agency accounts$1,417,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$429,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,487,00046
Personal Trust and Agency Accounts$260,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$699,00036
Employee Benefit-defined Benefit Accounts$92,00050
Number non-managed other employee benefit and retirement-related accounts$438,00056
Corporate Trust and Agency Accounts$1,983,00024
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$15,000120
Memoranda
Custody and Safekeeping Accounts$1,573,00040
Fiduciary Accounts Held in Foreign Offices$016
# 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