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Truist Bank, Number of Fiduciary and Related Asset Accounts

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$44,505,00017
Number of Managed Accounts$37,193,00011
Personal Trust and Agency Accounts$12,219,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$210,00023
Employee Benefit-defined Benefit Accounts$153,0008
Number of other employee benefit and retirement-related accounts$6,760,00014
Corporate Trust and Agency Accounts$422,0003
Number of managed investment management and investment advisory agency accounts$13,948,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,678,0007
Other Fiduciary Accounts$803,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,714,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,312,00022
Personal Trust and Agency Accounts$325,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,073,0008
Employee Benefit-defined Benefit Accounts$226,00011
Number non-managed other employee benefit and retirement-related accounts$392,00029
Corporate Trust and Agency Accounts$4,020,00012
Number of investment management and advisory agency accounts, non-managed assets$181,00014
Number (#) individual retirement, health savings, and other similar accounts$46,00017
Other Fiduciary Accounts$49,00029
Memoranda
Custody and Safekeeping Accounts$3,270,00031
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$182,00067
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$44,890,00017
Number of Managed Accounts$37,476,00011
Personal Trust and Agency Accounts$13,232,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$235,00019
Employee Benefit-defined Benefit Accounts$188,0008
Number of other employee benefit and retirement-related accounts$6,727,00014
Corporate Trust and Agency Accounts$412,0003
Number of managed investment management and investment advisory agency accounts$13,942,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,726,0007
Other Fiduciary Accounts$14,00038
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,680,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,414,00022
Personal Trust and Agency Accounts$368,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,039,0007
Employee Benefit-defined Benefit Accounts$237,00011
Number non-managed other employee benefit and retirement-related accounts$399,00026
Corporate Trust and Agency Accounts$4,134,00012
Number of investment management and advisory agency accounts, non-managed assets$172,00015
Number (#) individual retirement, health savings, and other similar accounts$47,00017
Other Fiduciary Accounts$18,00036
Memoranda
Custody and Safekeeping Accounts$3,494,00031
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$182,00063
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$45,253,00017
Number of Managed Accounts$37,671,00011
Personal Trust and Agency Accounts$13,320,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00020
Employee Benefit-defined Benefit Accounts$183,0008
Number of other employee benefit and retirement-related accounts$6,684,00014
Corporate Trust and Agency Accounts$404,0003
Number of managed investment management and investment advisory agency accounts$14,037,00011
Number of foundation and endowment trust and agency accounts, managed assets$2,798,0006
Other Fiduciary Accounts$14,00052
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$6,633,00014
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,918,00013
Number of Non-Managed Accounts$7,582,00022
Personal Trust and Agency Accounts$366,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,083,0008
Employee Benefit-defined Benefit Accounts$244,0009
Number non-managed other employee benefit and retirement-related accounts$406,00032
Corporate Trust and Agency Accounts$4,242,00012
Number of investment management and advisory agency accounts, non-managed assets$178,00014
Number (#) individual retirement, health savings, and other similar accounts$46,00017
Other Fiduciary Accounts$17,00049
Memoranda
Custody and Safekeeping Accounts$3,579,00033
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$186,00085
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$20,503,00028
Number of Managed Accounts$16,522,00019
Personal Trust and Agency Accounts$4,793,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$141,00026
Employee Benefit-defined Benefit Accounts$132,0008
Number of other employee benefit and retirement-related accounts$4,063,00017
Corporate Trust and Agency Accounts$3,00045
Number of managed investment management and investment advisory agency accounts$5,913,00020
Number of foundation and endowment trust and agency accounts, managed assets$1,460,0009
Other Fiduciary Accounts$17,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$4,038,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,981,00024
Personal Trust and Agency Accounts$213,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,480,0009
Employee Benefit-defined Benefit Accounts$96,00022
Number non-managed other employee benefit and retirement-related accounts$259,00038
Corporate Trust and Agency Accounts$1,897,00016
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$20,00031
Other Fiduciary Accounts$16,00038
Memoranda
Custody and Safekeeping Accounts$1,402,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$104,00087
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$20,432,00028
Number of Managed Accounts$16,513,00019
Personal Trust and Agency Accounts$4,844,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00025
Employee Benefit-defined Benefit Accounts$134,0008
Number of other employee benefit and retirement-related accounts$3,977,00017
Corporate Trust and Agency Accounts$3,00049
Number of managed investment management and investment advisory agency accounts$5,841,00020
Number of foundation and endowment trust and agency accounts, managed assets$1,546,0009
Other Fiduciary Accounts$17,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,952,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,919,00025
Personal Trust and Agency Accounts$204,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,441,0009
Employee Benefit-defined Benefit Accounts$96,00022
Number non-managed other employee benefit and retirement-related accounts$263,00041
Corporate Trust and Agency Accounts$1,881,00018
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$18,00031
Other Fiduciary Accounts$16,00039
Memoranda
Custody and Safekeeping Accounts$1,329,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$102,00096
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$20,489,00028
Number of Managed Accounts$16,551,00019
Personal Trust and Agency Accounts$4,946,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00026
Employee Benefit-defined Benefit Accounts$144,0008
Number of other employee benefit and retirement-related accounts$3,938,00017
Corporate Trust and Agency Accounts$3,00048
Number of managed investment management and investment advisory agency accounts$5,775,00020
Number of foundation and endowment trust and agency accounts, managed assets$1,574,0009
Other Fiduciary Accounts$17,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,911,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,938,00024
Personal Trust and Agency Accounts$203,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,441,0009
Employee Benefit-defined Benefit Accounts$101,00021
Number non-managed other employee benefit and retirement-related accounts$270,00041
Corporate Trust and Agency Accounts$1,894,00018
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$13,00038
Other Fiduciary Accounts$16,00041
Memoranda
Custody and Safekeeping Accounts$1,278,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$104,00095
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$20,648,00028
Number of Managed Accounts$16,687,00020
Personal Trust and Agency Accounts$4,948,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$158,00023
Employee Benefit-defined Benefit Accounts$147,0008
Number of other employee benefit and retirement-related accounts$3,888,00018
Corporate Trust and Agency Accounts$3,00083
Number of managed investment management and investment advisory agency accounts$5,753,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,770,0009
Other Fiduciary Accounts$20,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,858,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,986,00011
Number of Non-Managed Accounts$3,961,00026
Personal Trust and Agency Accounts$200,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,440,0009
Employee Benefit-defined Benefit Accounts$98,00023
Number non-managed other employee benefit and retirement-related accounts$284,00046
Corporate Trust and Agency Accounts$1,898,00019
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$25,00026
Other Fiduciary Accounts$16,00057
Memoranda
Custody and Safekeeping Accounts$1,264,00046
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$108,000133
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$20,590,00027
Number of Managed Accounts$16,682,00020
Personal Trust and Agency Accounts$5,012,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$157,00025
Employee Benefit-defined Benefit Accounts$148,0008
Number of other employee benefit and retirement-related accounts$3,815,00019
Corporate Trust and Agency Accounts$3,00049
Number of managed investment management and investment advisory agency accounts$5,680,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,848,0008
Other Fiduciary Accounts$19,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,785,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,908,00024
Personal Trust and Agency Accounts$200,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,404,0009
Employee Benefit-defined Benefit Accounts$99,00022
Number non-managed other employee benefit and retirement-related accounts$288,00038
Corporate Trust and Agency Accounts$1,878,00018
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$23,00029
Other Fiduciary Accounts$16,00041
Memoranda
Custody and Safekeeping Accounts$1,212,00047
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$105,00092
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$20,662,00027
Number of Managed Accounts$16,763,00019
Personal Trust and Agency Accounts$5,089,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$163,00024
Employee Benefit-defined Benefit Accounts$147,0008
Number of other employee benefit and retirement-related accounts$3,755,00019
Corporate Trust and Agency Accounts$3,00049
Number of managed investment management and investment advisory agency accounts$5,575,00023
Number of foundation and endowment trust and agency accounts, managed assets$2,008,0008
Other Fiduciary Accounts$23,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,729,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,899,00024
Personal Trust and Agency Accounts$203,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,386,0008
Employee Benefit-defined Benefit Accounts$100,00022
Number non-managed other employee benefit and retirement-related accounts$299,00038
Corporate Trust and Agency Accounts$1,887,00020
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$11,00037
Other Fiduciary Accounts$13,00045
Memoranda
Custody and Safekeeping Accounts$1,202,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00092
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$20,564,00028
Number of Managed Accounts$16,685,00019
Personal Trust and Agency Accounts$5,189,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00024
Employee Benefit-defined Benefit Accounts$140,0008
Number of other employee benefit and retirement-related accounts$3,692,00019
Corporate Trust and Agency Accounts$3,00051
Number of managed investment management and investment advisory agency accounts$5,483,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,988,0008
Other Fiduciary Accounts$23,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,667,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,879,00026
Personal Trust and Agency Accounts$203,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,323,0009
Employee Benefit-defined Benefit Accounts$102,00024
Number non-managed other employee benefit and retirement-related accounts$329,00037
Corporate Trust and Agency Accounts$1,899,00020
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$10,00042
Other Fiduciary Accounts$13,00044
Memoranda
Custody and Safekeeping Accounts$1,203,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$122,00084
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$20,637,00026
Number of Managed Accounts$16,728,00019
Personal Trust and Agency Accounts$5,241,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$187,00020
Employee Benefit-defined Benefit Accounts$141,0009
Number of other employee benefit and retirement-related accounts$3,673,00020
Corporate Trust and Agency Accounts$3,00090
Number of managed investment management and investment advisory agency accounts$5,458,00022
Number of foundation and endowment trust and agency accounts, managed assets$2,001,0008
Other Fiduciary Accounts$24,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,649,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,961,00012
Number of Non-Managed Accounts$3,909,00029
Personal Trust and Agency Accounts$203,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,356,0009
Employee Benefit-defined Benefit Accounts$101,00024
Number non-managed other employee benefit and retirement-related accounts$361,00044
Corporate Trust and Agency Accounts$1,869,00020
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$6,00056
Other Fiduciary Accounts$13,00062
Memoranda
Custody and Safekeeping Accounts$1,611,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$129,000119
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$20,785,00027
Number of Managed Accounts$16,907,00019
Personal Trust and Agency Accounts$5,335,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$206,00020
Employee Benefit-defined Benefit Accounts$144,0009
Number of other employee benefit and retirement-related accounts$3,632,00019
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$5,398,00021
Number of foundation and endowment trust and agency accounts, managed assets$2,165,0007
Other Fiduciary Accounts$26,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,607,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,878,00027
Personal Trust and Agency Accounts$189,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,336,0009
Employee Benefit-defined Benefit Accounts$102,00024
Number non-managed other employee benefit and retirement-related accounts$382,00031
Corporate Trust and Agency Accounts$1,846,00020
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$10,00043
Other Fiduciary Accounts$13,00047
Memoranda
Custody and Safekeeping Accounts$1,561,00041
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$129,00082
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$20,884,00027
Number of Managed Accounts$16,998,00018
Personal Trust and Agency Accounts$5,457,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$217,00020
Employee Benefit-defined Benefit Accounts$140,0009
Number of other employee benefit and retirement-related accounts$3,585,00019
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$5,402,00019
Number of foundation and endowment trust and agency accounts, managed assets$2,169,0007
Other Fiduciary Accounts$27,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,562,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,886,00027
Personal Trust and Agency Accounts$190,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,322,0009
Employee Benefit-defined Benefit Accounts$104,00023
Number non-managed other employee benefit and retirement-related accounts$390,00031
Corporate Trust and Agency Accounts$1,861,00019
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$6,00054
Other Fiduciary Accounts$13,00050
Memoranda
Custody and Safekeeping Accounts$1,545,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$128,00083
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$21,074,00027
Number of Managed Accounts$17,191,00017
Personal Trust and Agency Accounts$5,514,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$270,00014
Employee Benefit-defined Benefit Accounts$141,0009
Number of other employee benefit and retirement-related accounts$3,545,00019
Corporate Trust and Agency Accounts$1,00067
Number of managed investment management and investment advisory agency accounts$5,406,00018
Number of foundation and endowment trust and agency accounts, managed assets$2,287,0007
Other Fiduciary Accounts$27,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,522,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,883,00027
Personal Trust and Agency Accounts$180,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,322,00010
Employee Benefit-defined Benefit Accounts$103,00023
Number non-managed other employee benefit and retirement-related accounts$408,00030
Corporate Trust and Agency Accounts$1,853,00019
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$3,00080
Other Fiduciary Accounts$14,00049
Memoranda
Custody and Safekeeping Accounts$1,524,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$129,00083
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$21,135,00027
Number of Managed Accounts$17,299,00017
Personal Trust and Agency Accounts$5,586,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$285,00012
Employee Benefit-defined Benefit Accounts$152,00010
Number of other employee benefit and retirement-related accounts$3,572,00019
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$5,382,00018
Number of foundation and endowment trust and agency accounts, managed assets$2,297,0007
Other Fiduciary Accounts$25,00037
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,549,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,390,00011
Number of Non-Managed Accounts$3,836,00029
Personal Trust and Agency Accounts$177,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,302,00010
Employee Benefit-defined Benefit Accounts$94,00024
Number non-managed other employee benefit and retirement-related accounts$418,00033
Corporate Trust and Agency Accounts$1,824,00018
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$6,00056
Other Fiduciary Accounts$15,00065
Memoranda
Custody and Safekeeping Accounts$1,548,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$126,000126
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$21,268,00028
Number of Managed Accounts$17,379,00017
Personal Trust and Agency Accounts$5,665,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$322,00010
Employee Benefit-defined Benefit Accounts$151,0009
Number of other employee benefit and retirement-related accounts$3,554,00016
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$5,369,00018
Number of foundation and endowment trust and agency accounts, managed assets$2,296,0007
Other Fiduciary Accounts$22,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,529,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,889,00026
Personal Trust and Agency Accounts$153,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,261,00010
Employee Benefit-defined Benefit Accounts$86,00024
Number non-managed other employee benefit and retirement-related accounts$654,00021
Corporate Trust and Agency Accounts$1,727,00021
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$2,00091
Other Fiduciary Accounts$6,00066
Memoranda
Custody and Safekeeping Accounts$1,513,00042
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$358,00044
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$21,417,00027
Number of Managed Accounts$17,636,00017
Personal Trust and Agency Accounts$5,677,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$468,0007
Employee Benefit-defined Benefit Accounts$150,0009
Number of other employee benefit and retirement-related accounts$3,605,00016
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$5,726,00017
Number of foundation and endowment trust and agency accounts, managed assets$1,907,0007
Other Fiduciary Accounts$103,00014
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$3,529,00016
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,781,00027
Personal Trust and Agency Accounts$150,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,152,00010
Employee Benefit-defined Benefit Accounts$77,00024
Number non-managed other employee benefit and retirement-related accounts$665,00022
Corporate Trust and Agency Accounts$1,725,00020
Number of investment management and advisory agency accounts, non-managed assets$2,000163
Number (#) individual retirement, health savings, and other similar accounts$3,00080
Other Fiduciary Accounts$7,00064
Memoranda
Custody and Safekeeping Accounts$1,473,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$361,00043
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$16,942,00029
Number of Managed Accounts$13,370,00022
Personal Trust and Agency Accounts$4,741,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$185,00021
Employee Benefit-defined Benefit Accounts$49,00026
Number of other employee benefit and retirement-related accounts$2,528,00019
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$4,019,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,830,0007
Other Fiduciary Accounts$18,00038
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,510,00018
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,572,00029
Personal Trust and Agency Accounts$140,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,236,00010
Employee Benefit-defined Benefit Accounts$74,00024
Number non-managed other employee benefit and retirement-related accounts$383,00030
Corporate Trust and Agency Accounts$1,730,00018
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$3,00081
Other Fiduciary Accounts$6,00065
Memoranda
Custody and Safekeeping Accounts$1,324,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$77,000118
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$16,967,00028
Number of Managed Accounts$13,427,00021
Personal Trust and Agency Accounts$4,877,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$178,00022
Employee Benefit-defined Benefit Accounts$45,00029
Number of other employee benefit and retirement-related accounts$2,517,00018
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$4,011,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,785,0008
Other Fiduciary Accounts$14,00052
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,501,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,052,00013
Number of Non-Managed Accounts$3,540,00030
Personal Trust and Agency Accounts$130,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,221,00011
Employee Benefit-defined Benefit Accounts$68,00024
Number non-managed other employee benefit and retirement-related accounts$401,00033
Corporate Trust and Agency Accounts$1,710,00020
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$3,00090
Other Fiduciary Accounts$7,000103
Memoranda
Custody and Safekeeping Accounts$1,304,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$88,000168
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$17,051,00028
Number of Managed Accounts$13,544,00021
Personal Trust and Agency Accounts$4,900,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$181,00020
Employee Benefit-defined Benefit Accounts$57,00023
Number of other employee benefit and retirement-related accounts$2,516,00018
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$4,054,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,823,0007
Other Fiduciary Accounts$13,00046
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,500,00017
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,507,00028
Personal Trust and Agency Accounts$126,00055
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,223,00011
Employee Benefit-defined Benefit Accounts$66,00024
Number non-managed other employee benefit and retirement-related accounts$414,00027
Corporate Trust and Agency Accounts$1,660,00020
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$11,00039
Other Fiduciary Accounts$7,00067
Memoranda
Custody and Safekeeping Accounts$1,297,00043
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$92,000111
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$15,151,00028
Number of Managed Accounts$11,686,00022
Personal Trust and Agency Accounts$3,913,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00023
Employee Benefit-defined Benefit Accounts$47,00026
Number of other employee benefit and retirement-related accounts$2,176,00022
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$3,573,00021
Number of foundation and endowment trust and agency accounts, managed assets$1,801,0008
Other Fiduciary Accounts$12,00050
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,160,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,465,00028
Personal Trust and Agency Accounts$119,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,200,00010
Employee Benefit-defined Benefit Accounts$63,00025
Number non-managed other employee benefit and retirement-related accounts$396,00028
Corporate Trust and Agency Accounts$1,674,00021
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$6,00057
Other Fiduciary Accounts$7,00066
Memoranda
Custody and Safekeeping Accounts$1,276,00046
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$72,000121
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$14,766,00028
Number of Managed Accounts$11,314,00022
Personal Trust and Agency Accounts$3,863,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$173,00020
Employee Benefit-defined Benefit Accounts$47,00026
Number of other employee benefit and retirement-related accounts$2,016,00024
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$3,398,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,805,0008
Other Fiduciary Accounts$12,00046
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,999,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,452,00029
Personal Trust and Agency Accounts$122,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,188,00012
Employee Benefit-defined Benefit Accounts$62,00024
Number non-managed other employee benefit and retirement-related accounts$400,00030
Corporate Trust and Agency Accounts$1,665,00021
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$9,00049
Other Fiduciary Accounts$6,00068
Memoranda
Custody and Safekeeping Accounts$1,216,00046
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$62,000137
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$14,749,00029
Number of Managed Accounts$11,314,00020
Personal Trust and Agency Accounts$3,862,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$178,00021
Employee Benefit-defined Benefit Accounts$46,00029
Number of other employee benefit and retirement-related accounts$1,966,00024
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$3,374,00022
Number of foundation and endowment trust and agency accounts, managed assets$1,876,0007
Other Fiduciary Accounts$12,00059
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,950,00024
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,149,00010
Number of Non-Managed Accounts$3,435,00034
Personal Trust and Agency Accounts$142,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,174,00012
Employee Benefit-defined Benefit Accounts$62,00024
Number non-managed other employee benefit and retirement-related accounts$396,00041
Corporate Trust and Agency Accounts$1,644,00021
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$12,00037
Other Fiduciary Accounts$5,000114
Memoranda
Custody and Safekeeping Accounts$1,216,00052
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$61,000228
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$14,801,00029
Number of Managed Accounts$11,334,00020
Personal Trust and Agency Accounts$3,922,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$179,00017
Employee Benefit-defined Benefit Accounts$47,00026
Number of other employee benefit and retirement-related accounts$1,926,00023
Corporate Trust and Agency Accounts$1,00072
Number of managed investment management and investment advisory agency accounts$3,321,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,926,0007
Other Fiduciary Accounts$12,00045
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,909,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,467,00031
Personal Trust and Agency Accounts$144,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,167,00012
Employee Benefit-defined Benefit Accounts$60,00025
Number non-managed other employee benefit and retirement-related accounts$399,00032
Corporate Trust and Agency Accounts$1,679,00020
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$13,00033
Other Fiduciary Accounts$5,00068
Memoranda
Custody and Safekeeping Accounts$1,213,00045
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$62,000134
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$15,108,00029
Number of Managed Accounts$11,678,00020
Personal Trust and Agency Accounts$3,968,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$175,00016
Employee Benefit-defined Benefit Accounts$46,00027
Number of other employee benefit and retirement-related accounts$1,866,00023
Corporate Trust and Agency Accounts$1,00072
Number of managed investment management and investment advisory agency accounts$3,276,00023
Number of foundation and endowment trust and agency accounts, managed assets$2,334,0007
Other Fiduciary Accounts$12,00043
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,850,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,430,00032
Personal Trust and Agency Accounts$146,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,152,00012
Employee Benefit-defined Benefit Accounts$62,00025
Number non-managed other employee benefit and retirement-related accounts$420,00030
Corporate Trust and Agency Accounts$1,634,00020
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$11,00037
Other Fiduciary Accounts$5,00071
Memoranda
Custody and Safekeeping Accounts$1,240,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000134
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$15,021,00030
Number of Managed Accounts$11,571,00020
Personal Trust and Agency Accounts$3,967,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$177,00020
Employee Benefit-defined Benefit Accounts$46,00027
Number of other employee benefit and retirement-related accounts$1,808,00024
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$3,222,00024
Number of foundation and endowment trust and agency accounts, managed assets$2,338,0007
Other Fiduciary Accounts$12,00046
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$1,792,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,450,00035
Personal Trust and Agency Accounts$146,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,140,00014
Employee Benefit-defined Benefit Accounts$63,00025
Number non-managed other employee benefit and retirement-related accounts$425,00033
Corporate Trust and Agency Accounts$1,660,00020
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$11,00036
Other Fiduciary Accounts$5,00074
Memoranda
Custody and Safekeeping Accounts$1,263,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$67,000136
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$15,002,00029
Number of Managed Accounts$11,490,00020
Personal Trust and Agency Accounts$3,952,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$180,00019
Employee Benefit-defined Benefit Accounts$50,00029
Number of other employee benefit and retirement-related accounts$1,778,00023
Corporate Trust and Agency Accounts$1,000142
Number of managed investment management and investment advisory agency accounts$3,388,00023
Number of foundation and endowment trust and agency accounts, managed assets$2,128,0006
Other Fiduciary Accounts$13,00057
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,765,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,196,00014
Number of Non-Managed Accounts$3,512,00035
Personal Trust and Agency Accounts$149,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,119,00014
Employee Benefit-defined Benefit Accounts$55,00026
Number non-managed other employee benefit and retirement-related accounts$425,00040
Corporate Trust and Agency Accounts$1,750,00021
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$11,00039
Other Fiduciary Accounts$3,000135
Memoranda
Custody and Safekeeping Accounts$1,262,00047
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$62,000243
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$14,334,00030
Number of Managed Accounts$10,787,00022
Personal Trust and Agency Accounts$3,979,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$181,00016
Employee Benefit-defined Benefit Accounts$50,00029
Number of other employee benefit and retirement-related accounts$1,733,00023
Corporate Trust and Agency Accounts$1,00069
Number of managed investment management and investment advisory agency accounts$3,221,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,608,0007
Other Fiduciary Accounts$14,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,720,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,547,00033
Personal Trust and Agency Accounts$139,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,142,00015
Employee Benefit-defined Benefit Accounts$56,00026
Number non-managed other employee benefit and retirement-related accounts$432,00031
Corporate Trust and Agency Accounts$1,762,00021
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$11,00038
Other Fiduciary Accounts$5,00071
Memoranda
Custody and Safekeeping Accounts$1,771,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$68,000135
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$14,442,00030
Number of Managed Accounts$10,870,00021
Personal Trust and Agency Accounts$4,034,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00016
Employee Benefit-defined Benefit Accounts$50,00029
Number of other employee benefit and retirement-related accounts$1,699,00021
Corporate Trust and Agency Accounts$1,00074
Number of managed investment management and investment advisory agency accounts$3,170,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,710,0007
Other Fiduciary Accounts$14,00040
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,686,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,572,00034
Personal Trust and Agency Accounts$137,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,146,00015
Employee Benefit-defined Benefit Accounts$57,00026
Number non-managed other employee benefit and retirement-related accounts$431,00031
Corporate Trust and Agency Accounts$1,785,00021
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$11,00038
Other Fiduciary Accounts$5,00072
Memoranda
Custody and Safekeeping Accounts$1,767,00039
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$68,000140
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$14,501,00030
Number of Managed Accounts$10,920,00021
Personal Trust and Agency Accounts$4,102,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$195,00016
Employee Benefit-defined Benefit Accounts$51,00029
Number of other employee benefit and retirement-related accounts$1,649,00020
Corporate Trust and Agency Accounts$1,00071
Number of managed investment management and investment advisory agency accounts$3,088,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,820,0006
Other Fiduciary Accounts$14,00042
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,635,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,581,00034
Personal Trust and Agency Accounts$129,00054
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,148,00015
Employee Benefit-defined Benefit Accounts$57,00026
Number non-managed other employee benefit and retirement-related accounts$443,00033
Corporate Trust and Agency Accounts$1,788,00020
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$11,00038
Other Fiduciary Accounts$5,00073
Memoranda
Custody and Safekeeping Accounts$1,769,00040
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$68,000140
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$14,438,00029
Number of Managed Accounts$10,891,00020
Personal Trust and Agency Accounts$4,142,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$217,00016
Employee Benefit-defined Benefit Accounts$52,00031
Number of other employee benefit and retirement-related accounts$1,603,00020
Corporate Trust and Agency Accounts$1,000151
Number of managed investment management and investment advisory agency accounts$3,042,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,819,0006
Other Fiduciary Accounts$15,00047
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,589,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$6,512,00014
Number of Non-Managed Accounts$3,547,00036
Personal Trust and Agency Accounts$112,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,140,00016
Employee Benefit-defined Benefit Accounts$54,00026
Number non-managed other employee benefit and retirement-related accounts$443,00040
Corporate Trust and Agency Accounts$1,783,00020
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$5,000125
Memoranda
Custody and Safekeeping Accounts$1,699,00046
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000224
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$14,323,00029
Number of Managed Accounts$10,816,00020
Personal Trust and Agency Accounts$4,130,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$219,00014
Employee Benefit-defined Benefit Accounts$54,00027
Number of other employee benefit and retirement-related accounts$1,560,00020
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$2,976,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,861,0005
Other Fiduciary Accounts$15,00036
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,546,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,507,00033
Personal Trust and Agency Accounts$117,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,146,00017
Employee Benefit-defined Benefit Accounts$52,00032
Number non-managed other employee benefit and retirement-related accounts$441,00033
Corporate Trust and Agency Accounts$1,731,00020
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$15,00030
Other Fiduciary Accounts$5,00069
Memoranda
Custody and Safekeeping Accounts$1,661,00038
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$74,000126
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$14,304,00028
Number of Managed Accounts$10,813,00019
Personal Trust and Agency Accounts$4,196,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$218,00015
Employee Benefit-defined Benefit Accounts$54,00027
Number of other employee benefit and retirement-related accounts$1,533,00020
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$2,934,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,861,0005
Other Fiduciary Accounts$16,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,519,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,491,00035
Personal Trust and Agency Accounts$117,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,140,00018
Employee Benefit-defined Benefit Accounts$51,00035
Number non-managed other employee benefit and retirement-related accounts$442,00034
Corporate Trust and Agency Accounts$1,720,00019
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$5,00072
Memoranda
Custody and Safekeeping Accounts$1,275,00044
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$76,000131
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$14,193,00029
Number of Managed Accounts$10,692,00020
Personal Trust and Agency Accounts$4,256,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$223,00014
Employee Benefit-defined Benefit Accounts$53,00026
Number of other employee benefit and retirement-related accounts$1,517,00020
Corporate Trust and Agency Accounts$1,00070
Number of managed investment management and investment advisory agency accounts$2,881,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,747,0006
Other Fiduciary Accounts$14,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,503,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,501,00036
Personal Trust and Agency Accounts$116,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,134,00019
Employee Benefit-defined Benefit Accounts$52,00033
Number non-managed other employee benefit and retirement-related accounts$446,00031
Corporate Trust and Agency Accounts$1,730,00019
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$19,00023
Other Fiduciary Accounts$4,00075
Memoranda
Custody and Safekeeping Accounts$1,270,00044
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$77,000126
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$14,149,00028
Number of Managed Accounts$10,621,00021
Personal Trust and Agency Accounts$4,291,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$228,00015
Employee Benefit-defined Benefit Accounts$55,00028
Number of other employee benefit and retirement-related accounts$1,507,00020
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$2,857,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,668,0005
Other Fiduciary Accounts$15,00047
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,494,00019
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,900,00010
Number of Non-Managed Accounts$3,528,00036
Personal Trust and Agency Accounts$116,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,141,00019
Employee Benefit-defined Benefit Accounts$47,00036
Number non-managed other employee benefit and retirement-related accounts$458,00036
Corporate Trust and Agency Accounts$1,743,00019
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$19,00025
Other Fiduciary Accounts$4,000138
Memoranda
Custody and Safekeeping Accounts$1,261,00045
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$79,000214
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$14,210,00029
Number of Managed Accounts$10,695,00021
Personal Trust and Agency Accounts$4,370,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$240,00014
Employee Benefit-defined Benefit Accounts$58,00025
Number of other employee benefit and retirement-related accounts$1,500,00023
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$2,826,00026
Number of foundation and endowment trust and agency accounts, managed assets$1,684,0005
Other Fiduciary Accounts$17,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,486,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,515,00034
Personal Trust and Agency Accounts$112,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,133,00019
Employee Benefit-defined Benefit Accounts$47,00036
Number non-managed other employee benefit and retirement-related accounts$460,00031
Corporate Trust and Agency Accounts$1,741,00018
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$19,00024
Other Fiduciary Accounts$3,00080
Memoranda
Custody and Safekeeping Accounts$1,247,00044
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$80,000120
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$14,075,00030
Number of Managed Accounts$10,545,00021
Personal Trust and Agency Accounts$4,531,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$247,00014
Employee Benefit-defined Benefit Accounts$59,00025
Number of other employee benefit and retirement-related accounts$1,481,00023
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$2,819,00025
Number of foundation and endowment trust and agency accounts, managed assets$1,390,0007
Other Fiduciary Accounts$18,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,466,00022
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,530,00035
Personal Trust and Agency Accounts$110,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,147,00019
Employee Benefit-defined Benefit Accounts$46,00035
Number non-managed other employee benefit and retirement-related accounts$465,00033
Corporate Trust and Agency Accounts$1,740,00019
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$19,00026
Other Fiduciary Accounts$3,00082
Memoranda
Custody and Safekeeping Accounts$1,241,00044
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$89,000110
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$14,564,00029
Number of Managed Accounts$10,490,00020
Personal Trust and Agency Accounts$4,587,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$247,00014
Employee Benefit-defined Benefit Accounts$57,00026
Number of other employee benefit and retirement-related accounts$1,446,00022
Corporate Trust and Agency Accounts$2,00069
Number of managed investment management and investment advisory agency accounts$2,820,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,315,0007
Other Fiduciary Accounts$16,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$1,431,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,074,00030
Personal Trust and Agency Accounts$131,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,149,00021
Employee Benefit-defined Benefit Accounts$49,00034
Number non-managed other employee benefit and retirement-related accounts$467,00033
Corporate Trust and Agency Accounts$1,733,00018
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$544,0002
Other Fiduciary Accounts$1,00098
Memoranda
Custody and Safekeeping Accounts$652,00059
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$96,000103
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$14,520,00030
Number of Managed Accounts$10,476,00021
Personal Trust and Agency Accounts$4,605,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$248,00017
Employee Benefit-defined Benefit Accounts$60,00026
Number of other employee benefit and retirement-related accounts$1,441,00022
Corporate Trust and Agency Accounts$2,000148
Number of managed investment management and investment advisory agency accounts$2,735,00025
Number of foundation and endowment trust and agency accounts, managed assets$1,370,0007
Other Fiduciary Accounts$15,00051
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$1,427,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$7,764,00012
Number of Non-Managed Accounts$4,044,00033
Personal Trust and Agency Accounts$129,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,134,00021
Employee Benefit-defined Benefit Accounts$48,00036
Number non-managed other employee benefit and retirement-related accounts$463,00042
Corporate Trust and Agency Accounts$1,725,00019
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$543,0002
Other Fiduciary Accounts$2,000180
Memoranda
Custody and Safekeeping Accounts$688,00060
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$100,000183
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$14,534,00029
Number of Managed Accounts$10,470,00019
Personal Trust and Agency Accounts$4,648,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$276,00014
Employee Benefit-defined Benefit Accounts$58,00027
Number of other employee benefit and retirement-related accounts$1,417,00022
Corporate Trust and Agency Accounts$2,00065
Number of managed investment management and investment advisory agency accounts$2,721,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,334,0007
Other Fiduciary Accounts$14,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$1,401,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,064,00032
Personal Trust and Agency Accounts$135,00060
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,143,00022
Employee Benefit-defined Benefit Accounts$51,00033
Number non-managed other employee benefit and retirement-related accounts$467,00033
Corporate Trust and Agency Accounts$1,725,00017
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$541,0002
Other Fiduciary Accounts$2,00096
Memoranda
Custody and Safekeeping Accounts$683,00058
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$102,00099
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$14,210,00031
Number of Managed Accounts$10,364,00019
Personal Trust and Agency Accounts$4,718,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$276,00014
Employee Benefit-defined Benefit Accounts$56,00028
Number of other employee benefit and retirement-related accounts$1,394,00022
Corporate Trust and Agency Accounts$2,00064
Number of managed investment management and investment advisory agency accounts$2,705,00023
Number of foundation and endowment trust and agency accounts, managed assets$1,186,0007
Other Fiduciary Accounts$27,00030
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,377,00021
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,846,00035
Personal Trust and Agency Accounts$134,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,133,00023
Employee Benefit-defined Benefit Accounts$51,00031
Number non-managed other employee benefit and retirement-related accounts$122,00078
Corporate Trust and Agency Accounts$1,734,00020
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$670,0003
Other Fiduciary Accounts$2,00095
Memoranda
Custody and Safekeeping Accounts$1,035,00046
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$109,00091
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$14,247,00031
Number of Managed Accounts$10,587,00019
Personal Trust and Agency Accounts$4,789,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$277,00014
Employee Benefit-defined Benefit Accounts$57,00028
Number of other employee benefit and retirement-related accounts$1,365,00021
Corporate Trust and Agency Accounts$1,00075
Number of managed investment management and investment advisory agency accounts$2,672,00024
Number of foundation and endowment trust and agency accounts, managed assets$1,353,0007
Other Fiduciary Accounts$73,00019
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,348,00020
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$3,660,00036
Personal Trust and Agency Accounts$140,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,115,00022
Employee Benefit-defined Benefit Accounts$53,00032
Number non-managed other employee benefit and retirement-related accounts$124,00076
Corporate Trust and Agency Accounts$1,748,00018
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$479,0004
Other Fiduciary Accounts$1,000106
Memoranda
Custody and Safekeeping Accounts$1,039,00047
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$112,00088
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$14,082,00034
Number of Managed Accounts$10,458,00020
Personal Trust and Agency Accounts$4,834,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00015
Employee Benefit-defined Benefit Accounts$60,00029
Number of other employee benefit and retirement-related accounts$1,325,00024
Corporate Trust and Agency Accounts$1,000180
Number of managed investment management and investment advisory agency accounts$2,634,00025
Number of foundation and endowment trust and agency accounts, managed assets$1,268,0008
Other Fiduciary Accounts$57,00018
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$1,309,00023
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$9,445,00014
Number of Non-Managed Accounts$3,624,00039
Personal Trust and Agency Accounts$156,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,065,00024
Employee Benefit-defined Benefit Accounts$53,00034
Number non-managed other employee benefit and retirement-related accounts$129,000132
Corporate Trust and Agency Accounts$1,757,00019
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$464,0004
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$1,034,00049
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$117,000169
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$14,820,00034
Number of Managed Accounts$10,433,00021
Personal Trust and Agency Accounts$5,184,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$287,00012
Employee Benefit-defined Benefit Accounts$57,00030
Number of other employee benefit and retirement-related accounts$1,478,00024
Corporate Trust and Agency Accounts$3,00062
Number of managed investment management and investment advisory agency accounts$3,402,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00037
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$4,387,00036
Personal Trust and Agency Accounts$1,936,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$479,00035
Employee Benefit-defined Benefit Accounts$47,00037
Number non-managed other employee benefit and retirement-related accounts$147,00069
Corporate Trust and Agency Accounts$1,766,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,00074
Memoranda
Custody and Safekeeping Accounts$1,038,00050
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$14,793,00034
Number of Managed Accounts$10,440,00021
Personal Trust and Agency Accounts$5,197,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$286,00013
Employee Benefit-defined Benefit Accounts$59,00031
Number of other employee benefit and retirement-related accounts$1,428,00024
Corporate Trust and Agency Accounts$3,00064
Number of managed investment management and investment advisory agency accounts$3,445,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00040
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$4,353,00036
Personal Trust and Agency Accounts$1,882,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$486,00034
Employee Benefit-defined Benefit Accounts$49,00038
Number non-managed other employee benefit and retirement-related accounts$156,00067
Corporate Trust and Agency Accounts$1,769,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00074
Memoranda
Custody and Safekeeping Accounts$1,065,00054
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$15,036,00033
Number of Managed Accounts$10,630,00021
Personal Trust and Agency Accounts$5,283,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$297,00013
Employee Benefit-defined Benefit Accounts$52,00034
Number of other employee benefit and retirement-related accounts$1,419,00024
Corporate Trust and Agency Accounts$4,00062
Number of managed investment management and investment advisory agency accounts$3,555,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00042
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$4,406,00034
Personal Trust and Agency Accounts$1,910,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$496,00034
Employee Benefit-defined Benefit Accounts$53,00035
Number non-managed other employee benefit and retirement-related accounts$181,00061
Corporate Trust and Agency Accounts$1,754,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,00073
Memoranda
Custody and Safekeeping Accounts$1,066,00054
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$14,871,00035
Number of Managed Accounts$10,626,00023
Personal Trust and Agency Accounts$5,349,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$302,00014
Employee Benefit-defined Benefit Accounts$55,00033
Number of other employee benefit and retirement-related accounts$1,404,00025
Corporate Trust and Agency Accounts$4,000139
Number of managed investment management and investment advisory agency accounts$3,492,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00058
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$4,245,00038
Personal Trust and Agency Accounts$1,884,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$343,00043
Employee Benefit-defined Benefit Accounts$57,00042
Number non-managed other employee benefit and retirement-related accounts$188,000102
Corporate Trust and Agency Accounts$1,759,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$14,000112
Memoranda
Custody and Safekeeping Accounts$1,046,00059
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$14,505,00034
Number of Managed Accounts$10,614,00022
Personal Trust and Agency Accounts$5,391,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$312,00013
Employee Benefit-defined Benefit Accounts$49,00032
Number of other employee benefit and retirement-related accounts$1,371,00025
Corporate Trust and Agency Accounts$4,00062
Number of managed investment management and investment advisory agency accounts$3,467,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00046
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$3,891,00036
Personal Trust and Agency Accounts$1,463,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$364,00040
Employee Benefit-defined Benefit Accounts$64,00034
Number non-managed other employee benefit and retirement-related accounts$218,00059
Corporate Trust and Agency Accounts$1,766,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$16,00069
Memoranda
Custody and Safekeeping Accounts$1,022,00055
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$14,346,00035
Number of Managed Accounts$10,458,00023
Personal Trust and Agency Accounts$5,448,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$316,00014
Employee Benefit-defined Benefit Accounts$49,00033
Number of other employee benefit and retirement-related accounts$1,346,00025
Corporate Trust and Agency Accounts$4,00063
Number of managed investment management and investment advisory agency accounts$3,278,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00049
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$3,888,00038
Personal Trust and Agency Accounts$1,469,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$365,00042
Employee Benefit-defined Benefit Accounts$58,00038
Number non-managed other employee benefit and retirement-related accounts$178,00067
Corporate Trust and Agency Accounts$1,798,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$20,00066
Memoranda
Custody and Safekeeping Accounts$1,004,00059
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$14,233,00034
Number of Managed Accounts$10,407,00023
Personal Trust and Agency Accounts$5,517,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$321,00012
Employee Benefit-defined Benefit Accounts$47,00032
Number of other employee benefit and retirement-related accounts$1,320,00026
Corporate Trust and Agency Accounts$5,00060
Number of managed investment management and investment advisory agency accounts$3,179,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00051
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$3,826,00035
Personal Trust and Agency Accounts$1,459,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$373,00040
Employee Benefit-defined Benefit Accounts$59,00039
Number non-managed other employee benefit and retirement-related accounts$174,00067
Corporate Trust and Agency Accounts$1,746,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$15,00078
Memoranda
Custody and Safekeeping Accounts$1,012,00056
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$14,058,00036
Number of Managed Accounts$10,352,00025
Personal Trust and Agency Accounts$5,555,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$339,00013
Employee Benefit-defined Benefit Accounts$51,00035
Number of other employee benefit and retirement-related accounts$1,291,00028
Corporate Trust and Agency Accounts$5,000118
Number of managed investment management and investment advisory agency accounts$3,093,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00075
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$3,706,00039
Personal Trust and Agency Accounts$1,320,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$365,00044
Employee Benefit-defined Benefit Accounts$61,00042
Number non-managed other employee benefit and retirement-related accounts$185,000105
Corporate Trust and Agency Accounts$1,765,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000128
Memoranda
Custody and Safekeeping Accounts$1,010,00059
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$14,057,00037
Number of Managed Accounts$10,365,00024
Personal Trust and Agency Accounts$5,684,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$348,00010
Employee Benefit-defined Benefit Accounts$53,00031
Number of other employee benefit and retirement-related accounts$1,268,00027
Corporate Trust and Agency Accounts$5,00057
Number of managed investment management and investment advisory agency accounts$2,989,00028
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00052
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$3,692,00035
Personal Trust and Agency Accounts$1,312,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$372,00043
Employee Benefit-defined Benefit Accounts$51,00042
Number non-managed other employee benefit and retirement-related accounts$193,00062
Corporate Trust and Agency Accounts$1,752,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,00070
Memoranda
Custody and Safekeeping Accounts$1,004,00054
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$14,105,00035
Number of Managed Accounts$10,371,00022
Personal Trust and Agency Accounts$5,741,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$351,00011
Employee Benefit-defined Benefit Accounts$52,00032
Number of other employee benefit and retirement-related accounts$1,249,00026
Corporate Trust and Agency Accounts$5,00060
Number of managed investment management and investment advisory agency accounts$2,954,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00049
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$3,734,00035
Personal Trust and Agency Accounts$1,312,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$386,00044
Employee Benefit-defined Benefit Accounts$51,00045
Number non-managed other employee benefit and retirement-related accounts$202,00061
Corporate Trust and Agency Accounts$1,772,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00071
Memoranda
Custody and Safekeeping Accounts$992,00057
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$14,005,00036
Number of Managed Accounts$10,311,00023
Personal Trust and Agency Accounts$5,785,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$388,00011
Employee Benefit-defined Benefit Accounts$51,00035
Number of other employee benefit and retirement-related accounts$1,219,00025
Corporate Trust and Agency Accounts$5,00060
Number of managed investment management and investment advisory agency accounts$2,842,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00048
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$3,694,00037
Personal Trust and Agency Accounts$1,301,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$421,00043
Employee Benefit-defined Benefit Accounts$52,00046
Number non-managed other employee benefit and retirement-related accounts$200,00058
Corporate Trust and Agency Accounts$1,709,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00066
Memoranda
Custody and Safekeeping Accounts$972,00057
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$14,109,00036
Number of Managed Accounts$10,402,00023
Personal Trust and Agency Accounts$5,872,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$413,00012
Employee Benefit-defined Benefit Accounts$52,00036
Number of other employee benefit and retirement-related accounts$1,222,00025
Corporate Trust and Agency Accounts$6,000128
Number of managed investment management and investment advisory agency accounts$2,817,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00065
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$3,707,00041
Personal Trust and Agency Accounts$1,301,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$430,00043
Employee Benefit-defined Benefit Accounts$53,00053
Number non-managed other employee benefit and retirement-related accounts$209,00092
Corporate Trust and Agency Accounts$1,702,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,000114
Memoranda
Custody and Safekeeping Accounts$959,00063
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$9,074,00044
Number of Managed Accounts$6,917,00033
Personal Trust and Agency Accounts$3,816,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$229,00022
Employee Benefit-defined Benefit Accounts$45,00040
Number of other employee benefit and retirement-related accounts$860,00036
Corporate Trust and Agency Accounts$5,00064
Number of managed investment management and investment advisory agency accounts$1,942,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00049
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$2,157,00050
Personal Trust and Agency Accounts$1,058,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$300,00053
Employee Benefit-defined Benefit Accounts$41,00051
Number non-managed other employee benefit and retirement-related accounts$140,00078
Corporate Trust and Agency Accounts$607,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00070
Memoranda
Custody and Safekeeping Accounts$749,00062
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$9,209,00045
Number of Managed Accounts$7,035,00033
Personal Trust and Agency Accounts$3,896,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$232,00022
Employee Benefit-defined Benefit Accounts$48,00040
Number of other employee benefit and retirement-related accounts$897,00033
Corporate Trust and Agency Accounts$5,00064
Number of managed investment management and investment advisory agency accounts$1,935,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00051
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,174,00048
Personal Trust and Agency Accounts$1,058,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$321,00051
Employee Benefit-defined Benefit Accounts$34,00062
Number non-managed other employee benefit and retirement-related accounts$148,00079
Corporate Trust and Agency Accounts$602,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00073
Memoranda
Custody and Safekeeping Accounts$738,00062
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$9,387,00044
Number of Managed Accounts$7,190,00032
Personal Trust and Agency Accounts$3,986,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$251,00021
Employee Benefit-defined Benefit Accounts$47,00040
Number of other employee benefit and retirement-related accounts$907,00030
Corporate Trust and Agency Accounts$5,00065
Number of managed investment management and investment advisory agency accounts$1,974,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00055
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$2,197,00048
Personal Trust and Agency Accounts$1,043,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$349,00049
Employee Benefit-defined Benefit Accounts$33,00057
Number non-managed other employee benefit and retirement-related accounts$162,00076
Corporate Trust and Agency Accounts$599,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00079
Memoranda
Custody and Safekeeping Accounts$734,00062
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$9,713,00048
Number of Managed Accounts$7,483,00033
Personal Trust and Agency Accounts$4,016,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$269,00022
Employee Benefit-defined Benefit Accounts$50,00042
Number of other employee benefit and retirement-related accounts$1,043,00023
Corporate Trust and Agency Accounts$5,000143
Number of managed investment management and investment advisory agency accounts$2,081,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00079
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,230,00053
Personal Trust and Agency Accounts$1,044,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$370,00050
Employee Benefit-defined Benefit Accounts$29,00065
Number non-managed other employee benefit and retirement-related accounts$176,000114
Corporate Trust and Agency Accounts$600,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,000122
Memoranda
Custody and Safekeeping Accounts$736,00067
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$9,843,00044
Number of Managed Accounts$7,731,00029
Personal Trust and Agency Accounts$4,091,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$278,00020
Employee Benefit-defined Benefit Accounts$46,00041
Number of other employee benefit and retirement-related accounts$1,154,00019
Corporate Trust and Agency Accounts$5,00069
Number of managed investment management and investment advisory agency accounts$2,138,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00055
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$2,112,00048
Personal Trust and Agency Accounts$927,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$382,00047
Employee Benefit-defined Benefit Accounts$28,00059
Number non-managed other employee benefit and retirement-related accounts$186,00063
Corporate Trust and Agency Accounts$578,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00078
Memoranda
Custody and Safekeeping Accounts$711,00061
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$10,065,00043
Number of Managed Accounts$7,917,00026
Personal Trust and Agency Accounts$4,197,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$298,00020
Employee Benefit-defined Benefit Accounts$47,00041
Number of other employee benefit and retirement-related accounts$1,191,00018
Corporate Trust and Agency Accounts$5,00070
Number of managed investment management and investment advisory agency accounts$2,159,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00053
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$2,148,00048
Personal Trust and Agency Accounts$938,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$405,00046
Employee Benefit-defined Benefit Accounts$24,00061
Number non-managed other employee benefit and retirement-related accounts$202,00062
Corporate Trust and Agency Accounts$568,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00078
Memoranda
Custody and Safekeeping Accounts$771,00057
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$10,367,00044
Number of Managed Accounts$8,126,00027
Personal Trust and Agency Accounts$4,290,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$342,00018
Employee Benefit-defined Benefit Accounts$47,00043
Number of other employee benefit and retirement-related accounts$1,229,00019
Corporate Trust and Agency Accounts$4,00073
Number of managed investment management and investment advisory agency accounts$2,194,00031
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00053
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$2,241,00051
Personal Trust and Agency Accounts$954,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$453,00046
Employee Benefit-defined Benefit Accounts$25,00062
Number non-managed other employee benefit and retirement-related accounts$218,00057
Corporate Trust and Agency Accounts$580,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00079
Memoranda
Custody and Safekeeping Accounts$766,00062
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$10,642,00047
Number of Managed Accounts$8,248,00028
Personal Trust and Agency Accounts$4,313,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$366,00016
Employee Benefit-defined Benefit Accounts$48,00043
Number of other employee benefit and retirement-related accounts$1,255,00019
Corporate Trust and Agency Accounts$5,000139
Number of managed investment management and investment advisory agency accounts$2,240,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00079
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$2,394,00056
Personal Trust and Agency Accounts$987,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$522,00045
Employee Benefit-defined Benefit Accounts$25,00069
Number non-managed other employee benefit and retirement-related accounts$251,00083
Corporate Trust and Agency Accounts$597,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$12,000126
Memoranda
Custody and Safekeeping Accounts$779,00064
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$10,910,00043
Number of Managed Accounts$8,441,00027
Personal Trust and Agency Accounts$4,385,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$390,00016
Employee Benefit-defined Benefit Accounts$48,00042
Number of other employee benefit and retirement-related accounts$1,286,00019
Corporate Trust and Agency Accounts$10,00053
Number of managed investment management and investment advisory agency accounts$2,300,00028
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00053
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$2,469,00051
Personal Trust and Agency Accounts$1,010,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$539,00045
Employee Benefit-defined Benefit Accounts$27,00061
Number non-managed other employee benefit and retirement-related accounts$266,00054
Corporate Trust and Agency Accounts$616,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00077
Memoranda
Custody and Safekeeping Accounts$789,00066
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$11,125,00043
Number of Managed Accounts$8,650,00026
Personal Trust and Agency Accounts$4,458,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$422,00015
Employee Benefit-defined Benefit Accounts$47,00041
Number of other employee benefit and retirement-related accounts$1,314,00019
Corporate Trust and Agency Accounts$10,00053
Number of managed investment management and investment advisory agency accounts$2,375,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$24,00053
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$2,475,00050
Personal Trust and Agency Accounts$1,005,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$532,00047
Employee Benefit-defined Benefit Accounts$28,00060
Number non-managed other employee benefit and retirement-related accounts$293,00054
Corporate Trust and Agency Accounts$609,00039
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$8,00085
Memoranda
Custody and Safekeeping Accounts$799,00060
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$11,483,00042
Number of Managed Accounts$8,843,00027
Personal Trust and Agency Accounts$4,493,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$458,00014
Employee Benefit-defined Benefit Accounts$50,00040
Number of other employee benefit and retirement-related accounts$1,363,00019
Corporate Trust and Agency Accounts$55,00024
Number of managed investment management and investment advisory agency accounts$2,400,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$24,00052
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$2,640,00049
Personal Trust and Agency Accounts$1,036,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$634,00040
Employee Benefit-defined Benefit Accounts$31,00058
Number non-managed other employee benefit and retirement-related accounts$326,00048
Corporate Trust and Agency Accounts$602,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00078
Memoranda
Custody and Safekeeping Accounts$788,00063
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$11,826,00043
Number of Managed Accounts$9,020,00030
Personal Trust and Agency Accounts$4,559,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$482,00016
Employee Benefit-defined Benefit Accounts$53,00043
Number of other employee benefit and retirement-related accounts$1,406,00017
Corporate Trust and Agency Accounts$12,000101
Number of managed investment management and investment advisory agency accounts$2,485,00027
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$23,00086
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$2,806,00051
Personal Trust and Agency Accounts$1,052,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$731,00037
Employee Benefit-defined Benefit Accounts$35,00064
Number non-managed other employee benefit and retirement-related accounts$335,00064
Corporate Trust and Agency Accounts$643,00041
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000139
Memoranda
Custody and Safekeeping Accounts$796,00068
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$11,806,00040
Number of Managed Accounts$9,010,00028
Personal Trust and Agency Accounts$4,442,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$517,00016
Employee Benefit-defined Benefit Accounts$61,00042
Number of other employee benefit and retirement-related accounts$1,420,00017
Corporate Trust and Agency Accounts$84,00020
Number of managed investment management and investment advisory agency accounts$2,459,00026
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$27,00068
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$2,796,00053
Personal Trust and Agency Accounts$1,061,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$779,00038
Employee Benefit-defined Benefit Accounts$30,00067
Number non-managed other employee benefit and retirement-related accounts$352,00047
Corporate Trust and Agency Accounts$564,00044
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00095
Memoranda
Custody and Safekeeping Accounts$836,00062
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$12,077,00040
Number of Managed Accounts$9,130,00027
Personal Trust and Agency Accounts$4,488,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$547,00014
Employee Benefit-defined Benefit Accounts$62,00038
Number of other employee benefit and retirement-related accounts$1,451,00015
Corporate Trust and Agency Accounts$89,00019
Number of managed investment management and investment advisory agency accounts$2,466,00025
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$27,00064
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$2,947,00055
Personal Trust and Agency Accounts$1,093,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$867,00038
Employee Benefit-defined Benefit Accounts$35,00066
Number non-managed other employee benefit and retirement-related accounts$383,00048
Corporate Trust and Agency Accounts$558,00048
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$11,00088
Memoranda
Custody and Safekeeping Accounts$906,00063
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$12,350,00041
Number of Managed Accounts$9,328,00026
Personal Trust and Agency Accounts$4,527,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$557,00015
Employee Benefit-defined Benefit Accounts$60,00038
Number of other employee benefit and retirement-related accounts$1,519,00015
Corporate Trust and Agency Accounts$89,00022
Number of managed investment management and investment advisory agency accounts$2,546,00022
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$30,00063
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$3,022,00054
Personal Trust and Agency Accounts$1,117,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$931,00035
Employee Benefit-defined Benefit Accounts$35,00065
Number non-managed other employee benefit and retirement-related accounts$418,00046
Corporate Trust and Agency Accounts$510,00053
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$943,00062
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$11,445,00042
Number of Managed Accounts$10,384,00026
Personal Trust and Agency Accounts$4,851,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,196,0004
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$1,956,00014
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$2,381,00024
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
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$1,061,00098
Personal Trust and Agency Accounts$170,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$608,00050
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$53,000285
Corporate Trust and Agency Accounts$230,00072
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$976,00068
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$8,826,00044
Number of Managed Accounts$7,811,00029
Personal Trust and Agency Accounts$3,706,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$615,00018
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$1,482,00017
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$2,008,00029
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
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$1,015,00095
Personal Trust and Agency Accounts$165,00077
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$564,00040
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$67,000240
Corporate Trust and Agency Accounts$219,00078
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$999,00055
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