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TrustBank, Number of Fiduciary and Related Asset Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,010,000246
Number of Managed Accounts$946,000217
Personal Trust and Agency Accounts$360,000165
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0412
Employee Benefit-defined Benefit Accounts$0229
Number of other employee benefit and retirement-related accounts$366,000206
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$215,000235
Number of foundation and endowment trust and agency accounts, managed assets$5,000360
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$366,000170
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$64,000333
Personal Trust and Agency Accounts$29,000211
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000197
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$25,000288
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$2,000289
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$3,000117
Memoranda
Custody and Safekeeping Accounts$0626
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000344
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$966,000233
Number of Managed Accounts$905,000207
Personal Trust and Agency Accounts$343,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0168
Number of other employee benefit and retirement-related accounts$346,000189
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$211,000212
Number of foundation and endowment trust and agency accounts, managed assets$5,000263
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$346,000153
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$61,000240
Personal Trust and Agency Accounts$27,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000160
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$24,000153
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$3,000193
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$2,00072
Memoranda
Custody and Safekeeping Accounts$0340
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000223
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$934,000250
Number of Managed Accounts$877,000223
Personal Trust and Agency Accounts$327,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$335,000211
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$210,000232
Number of foundation and endowment trust and agency accounts, managed assets$5,000295
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$335,000173
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$57,000268
Personal Trust and Agency Accounts$26,000172
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000177
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$22,000218
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$2,000233
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$2,000102
Memoranda
Custody and Safekeeping Accounts$0403
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$22,000258
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$925,000245
Number of Managed Accounts$867,000218
Personal Trust and Agency Accounts$317,000167
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0171
Number of other employee benefit and retirement-related accounts$331,000171
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$214,000219
Number of foundation and endowment trust and agency accounts, managed assets$5,000263
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$331,000165
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$58,000250
Personal Trust and Agency Accounts$25,000147
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000164
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$23,000151
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$3,000146
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$2,00076
Memoranda
Custody and Safekeeping Accounts$0348
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000187
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$906,000262
Number of Managed Accounts$847,000238
Personal Trust and Agency Accounts$297,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0390
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$331,000190
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$214,000239
Number of foundation and endowment trust and agency accounts, managed assets$5,000364
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$331,000182
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$59,000366
Personal Trust and Agency Accounts$25,000223
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000211
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$23,000262
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$4,000207
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$2,000121
Memoranda
Custody and Safekeeping Accounts$0656
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000336
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$902,000252
Number of Managed Accounts$855,000223
Personal Trust and Agency Accounts$308,000176
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0181
Number of other employee benefit and retirement-related accounts$329,000178
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$213,000225
Number of foundation and endowment trust and agency accounts, managed assets$5,000273
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$329,000173
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000267
Personal Trust and Agency Accounts$12,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000179
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$23,000158
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$5,000130
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$2,00077
Memoranda
Custody and Safekeeping Accounts$0363
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000194
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$857,000237
Number of Managed Accounts$809,000219
Personal Trust and Agency Accounts$293,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0285
Employee Benefit-defined Benefit Accounts$0188
Number of other employee benefit and retirement-related accounts$309,000191
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$202,000225
Number of foundation and endowment trust and agency accounts, managed assets$5,000286
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$309,000185
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000268
Personal Trust and Agency Accounts$12,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000189
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$24,000172
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$5,000130
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$2,00084
Memoranda
Custody and Safekeeping Accounts$0398
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000210
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$810,000231
Number of Managed Accounts$763,000216
Personal Trust and Agency Accounts$286,000170
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$284,000188
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$188,000219
Number of foundation and endowment trust and agency accounts, managed assets$5,000248
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$284,000184
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000239
Personal Trust and Agency Accounts$9,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000172
Employee Benefit-defined Benefit Accounts$0119
Number non-managed other employee benefit and retirement-related accounts$24,000150
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$5,000109
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$4,00062
Memoranda
Custody and Safekeeping Accounts$0336
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000186
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$791,000254
Number of Managed Accounts$746,000232
Personal Trust and Agency Accounts$283,000182
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0389
Employee Benefit-defined Benefit Accounts$1,000166
Number of other employee benefit and retirement-related accounts$277,000211
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$180,000247
Number of foundation and endowment trust and agency accounts, managed assets$5,000340
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$277,000204
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$45,000400
Personal Trust and Agency Accounts$8,000359
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000212
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$25,000251
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$5,000174
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$2,000124
Memoranda
Custody and Safekeeping Accounts$0645
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000323
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$802,000234
Number of Managed Accounts$760,000219
Personal Trust and Agency Accounts$275,000176
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$1,000140
Number of other employee benefit and retirement-related accounts$286,000192
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$193,000217
Number of foundation and endowment trust and agency accounts, managed assets$5,000240
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$286,000187
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$42,000250
Personal Trust and Agency Accounts$6,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000171
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$26,000147
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$2,000147
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$2,00072
Memoranda
Custody and Safekeeping Accounts$0319
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000180
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$821,000244
Number of Managed Accounts$763,000230
Personal Trust and Agency Accounts$267,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$1,000147
Number of other employee benefit and retirement-related accounts$291,000204
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$199,000230
Number of foundation and endowment trust and agency accounts, managed assets$5,000274
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$291,000198
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$58,000249
Personal Trust and Agency Accounts$9,000206
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000185
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$38,000129
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$3,000151
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$1,00088
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000168
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$887,000229
Number of Managed Accounts$814,000211
Personal Trust and Agency Accounts$248,000183
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000157
Employee Benefit-defined Benefit Accounts$1,000141
Number of other employee benefit and retirement-related accounts$332,000168
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$222,000208
Number of foundation and endowment trust and agency accounts, managed assets$5,000242
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$332,000163
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$73,000210
Personal Trust and Agency Accounts$28,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000218
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$41,000125
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$2,000148
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$1,00079
Memoranda
Custody and Safekeeping Accounts$0322
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000154
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$912,000239
Number of Managed Accounts$784,000222
Personal Trust and Agency Accounts$225,000221
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000182
Employee Benefit-defined Benefit Accounts$1,000170
Number of other employee benefit and retirement-related accounts$329,000183
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$217,000221
Number of foundation and endowment trust and agency accounts, managed assets$5,000343
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$329,000178
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$128,000216
Personal Trust and Agency Accounts$78,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000295
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$42,000197
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$5,000181
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$1,000134
Memoranda
Custody and Safekeeping Accounts$0663
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$42,000250
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$844,000228
Number of Managed Accounts$751,000217
Personal Trust and Agency Accounts$223,000197
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000158
Employee Benefit-defined Benefit Accounts$1,000141
Number of other employee benefit and retirement-related accounts$322,000169
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$193,000215
Number of foundation and endowment trust and agency accounts, managed assets$5,000243
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$322,000163
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$93,000191
Personal Trust and Agency Accounts$52,00083
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000206
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$34,000143
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$4,000125
Number (#) individual retirement, health savings, and other similar accounts$1,00093
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$0324
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$34,000174
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$803,000245
Number of Managed Accounts$703,000235
Personal Trust and Agency Accounts$194,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000167
Employee Benefit-defined Benefit Accounts$1,000149
Number of other employee benefit and retirement-related accounts$311,000186
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$185,000229
Number of foundation and endowment trust and agency accounts, managed assets$5,000270
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$311,000176
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$100,000197
Personal Trust and Agency Accounts$51,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000229
Employee Benefit-defined Benefit Accounts$1,00099
Number non-managed other employee benefit and retirement-related accounts$41,000133
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$4,000149
Number (#) individual retirement, health savings, and other similar accounts$1,000102
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0375
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000170
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$823,000228
Number of Managed Accounts$709,000222
Personal Trust and Agency Accounts$171,000231
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000158
Employee Benefit-defined Benefit Accounts$1,000142
Number of other employee benefit and retirement-related accounts$326,000163
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$199,000211
Number of foundation and endowment trust and agency accounts, managed assets$5,000244
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$326,000157
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$114,000180
Personal Trust and Agency Accounts$63,00075
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000206
Employee Benefit-defined Benefit Accounts$1,00095
Number non-managed other employee benefit and retirement-related accounts$43,000124
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$4,000127
Number (#) individual retirement, health savings, and other similar accounts$1,00095
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0329
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000157
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$790,000256
Number of Managed Accounts$666,000244
Personal Trust and Agency Accounts$152,000296
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000191
Employee Benefit-defined Benefit Accounts$2,000141
Number of other employee benefit and retirement-related accounts$308,000193
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$192,000229
Number of foundation and endowment trust and agency accounts, managed assets$5,000341
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$308,000182
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$124,000239
Personal Trust and Agency Accounts$59,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000276
Employee Benefit-defined Benefit Accounts$3,00079
Number non-managed other employee benefit and retirement-related accounts$56,000159
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$3,000214
Number (#) individual retirement, health savings, and other similar accounts$1,000125
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$0673
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$56,000203
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$749,000241
Number of Managed Accounts$624,000236
Personal Trust and Agency Accounts$131,000268
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000149
Employee Benefit-defined Benefit Accounts$2,000125
Number of other employee benefit and retirement-related accounts$287,000181
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$190,000214
Number of foundation and endowment trust and agency accounts, managed assets$5,000244
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$287,000174
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$125,000172
Personal Trust and Agency Accounts$55,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000208
Employee Benefit-defined Benefit Accounts$3,00070
Number non-managed other employee benefit and retirement-related accounts$60,000102
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$4,000124
Number (#) individual retirement, health savings, and other similar accounts$1,000103
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0332
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$60,000121
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$752,000249
Number of Managed Accounts$616,000248
Personal Trust and Agency Accounts$130,000291
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000164
Employee Benefit-defined Benefit Accounts$2,000129
Number of other employee benefit and retirement-related accounts$283,000190
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$188,000224
Number of foundation and endowment trust and agency accounts, managed assets$5,000264
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$283,000184
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$136,000170
Personal Trust and Agency Accounts$63,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000225
Employee Benefit-defined Benefit Accounts$3,00073
Number non-managed other employee benefit and retirement-related accounts$64,000101
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$4,000139
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000128
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$708,000258
Number of Managed Accounts$584,000253
Personal Trust and Agency Accounts$124,000305
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000159
Employee Benefit-defined Benefit Accounts$1,000154
Number of other employee benefit and retirement-related accounts$265,000196
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$181,000229
Number of foundation and endowment trust and agency accounts, managed assets$4,000274
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$265,000192
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$124,000184
Personal Trust and Agency Accounts$58,00082
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000227
Employee Benefit-defined Benefit Accounts$2,00085
Number non-managed other employee benefit and retirement-related accounts$62,000106
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0372
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$62,000129
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$617,000295
Number of Managed Accounts$503,000284
Personal Trust and Agency Accounts$161,000290
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000174
Employee Benefit-defined Benefit Accounts$1,000182
Number of other employee benefit and retirement-related accounts$205,000228
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$123,000287
Number of foundation and endowment trust and agency accounts, managed assets$4,000357
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$205,000218
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$114,000247
Personal Trust and Agency Accounts$58,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000278
Employee Benefit-defined Benefit Accounts$2,00091
Number non-managed other employee benefit and retirement-related accounts$52,000171
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$0696
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$52,000216
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$523,000296
Number of Managed Accounts$466,000281
Personal Trust and Agency Accounts$158,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000169
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$190,000226
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$107,000271
Number of foundation and endowment trust and agency accounts, managed assets$3,000282
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$190,000222
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$57,000247
Personal Trust and Agency Accounts$36,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$18,000189
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$3,00072
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000232
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$495,000305
Number of Managed Accounts$447,000290
Personal Trust and Agency Accounts$155,000272
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000176
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$183,000230
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$99,000284
Number of foundation and endowment trust and agency accounts, managed assets$3,000283
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$183,000225
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$48,000268
Personal Trust and Agency Accounts$38,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$10,000236
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0379
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000274
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$485,000312
Number of Managed Accounts$438,000293
Personal Trust and Agency Accounts$159,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000179
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$168,000236
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$101,000286
Number of foundation and endowment trust and agency accounts, managed assets$3,000284
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$168,000228
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$47,000276
Personal Trust and Agency Accounts$35,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$10,000239
Corporate Trust and Agency Accounts$0134
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$2,00079
Memoranda
Custody and Safekeeping Accounts$0381
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000275
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$428,000370
Number of Managed Accounts$402,000320
Personal Trust and Agency Accounts$166,000296
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000209
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$137,000283
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$91,000342
Number of foundation and endowment trust and agency accounts, managed assets$2,000419
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$137,000272
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$26,000547
Personal Trust and Agency Accounts$16,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$9,000437
Corporate Trust and Agency Accounts$0255
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$0206
Other Fiduciary Accounts$1,000146
Memoranda
Custody and Safekeeping Accounts$0700
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000514
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$350,000344
Number of Managed Accounts$324,000321
Personal Trust and Agency Accounts$157,000267
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000199
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$90,000281
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$70,000308
Number of foundation and endowment trust and agency accounts, managed assets$2,000285
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$90,000273
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000306
Personal Trust and Agency Accounts$14,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$12,000222
Corporate Trust and Agency Accounts$0132
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$0374
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000276
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$265,000368
Number of Managed Accounts$237,000349
Personal Trust and Agency Accounts$142,000285
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000206
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$45,000321
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$44,000331
Number of foundation and endowment trust and agency accounts, managed assets$2,000283
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$45,000311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000307
Personal Trust and Agency Accounts$11,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$17,000197
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$0153
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$0377
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000233
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$243,000376
Number of Managed Accounts$215,000354
Personal Trust and Agency Accounts$92,000329
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000206
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$57,000310
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$60,000318
Number of foundation and endowment trust and agency accounts, managed assets$2,000287
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$57,000300
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000305
Personal Trust and Agency Accounts$10,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$18,000195
Corporate Trust and Agency Accounts$0130
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$0381
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000233
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$219,000541
Number of Managed Accounts$197,000479
Personal Trust and Agency Accounts$75,000513
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000230
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$58,000397
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$59,000407
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$0216
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$58,000377
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$22,000595
Personal Trust and Agency Accounts$6,000420
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$16,000374
Corporate Trust and Agency Accounts$0256
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$0734
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000443
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$212,000384
Number of Managed Accounts$192,000364
Personal Trust and Agency Accounts$73,000350
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000207
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$57,000305
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$56,000316
Number of foundation and endowment trust and agency accounts, managed assets$0300
Other Fiduciary Accounts$2,00090
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$57,000291
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,000330
Personal Trust and Agency Accounts$5,000241
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0279
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$15,000216
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$0383
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000250
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$215,000383
Number of Managed Accounts$194,000364
Personal Trust and Agency Accounts$76,000350
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000223
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$58,000305
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$55,000320
Number of foundation and endowment trust and agency accounts, managed assets$0301
Other Fiduciary Accounts$2,00099
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$58,000295
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$21,000331
Personal Trust and Agency Accounts$2,000282
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0281
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$19,000206
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$0386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000240
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$191,000390
Number of Managed Accounts$166,000372
Personal Trust and Agency Accounts$77,000350
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000225
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$46,000318
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$38,000340
Number of foundation and endowment trust and agency accounts, managed assets$0299
Other Fiduciary Accounts$2,000101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$46,000305
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000318
Personal Trust and Agency Accounts$2,000283
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$23,000189
Corporate Trust and Agency Accounts$0148
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$0386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000221
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$194,000595
Number of Managed Accounts$169,000531
Personal Trust and Agency Accounts$78,000515
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000283
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$45,000425
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$40,000472
Number of foundation and endowment trust and agency accounts, managed assets$0494
Other Fiduciary Accounts$3,000137
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$45,000405
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$25,000589
Personal Trust and Agency Accounts$2,000589
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0464
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$23,000336
Corporate Trust and Agency Accounts$0270
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$0752
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000409
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$213,000383
Number of Managed Accounts$188,000364
Personal Trust and Agency Accounts$100,000324
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000216
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$48,000312
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$33,000342
Number of foundation and endowment trust and agency accounts, managed assets$0296
Other Fiduciary Accounts$3,00088
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$47,000299
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000319
Personal Trust and Agency Accounts$2,000275
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$23,000183
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$0386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000216
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$199,000390
Number of Managed Accounts$174,000372
Personal Trust and Agency Accounts$89,000337
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000184
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$42,000323
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$32,000343
Number of foundation and endowment trust and agency accounts, managed assets$0295
Other Fiduciary Accounts$3,00089
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$41,000304
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,000319
Personal Trust and Agency Accounts$2,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$23,000181
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0111
Memoranda
Custody and Safekeeping Accounts$0391
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000214
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$185,000393
Number of Managed Accounts$159,000371
Personal Trust and Agency Accounts$84,000340
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000185
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$38,000321
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$27,000343
Number of foundation and endowment trust and agency accounts, managed assets$0292
Other Fiduciary Accounts$2,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$37,000303
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000320
Personal Trust and Agency Accounts$2,000280
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$24,000186
Corporate Trust and Agency Accounts$0152
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0108
Memoranda
Custody and Safekeeping Accounts$0387
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000218
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$176,000637
Number of Managed Accounts$150,000558
Personal Trust and Agency Accounts$76,000530
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000215
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$36,000453
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$28,000519
Number of foundation and endowment trust and agency accounts, managed assets$0495
Other Fiduciary Accounts$2,000159
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$35,000431
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$26,000606
Personal Trust and Agency Accounts$2,000618
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0495
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$24,000338
Corporate Trust and Agency Accounts$0275
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$0217
Memoranda
Custody and Safekeeping Accounts$0775
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000403
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$0417
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0399
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$0376
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0293
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0402
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0144
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0385
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0343
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$0417
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0350
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0404
Personal Trust and Agency Accounts$0329
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0147
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$0386
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0344
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$0424
Number of Managed Accounts$0411
Personal Trust and Agency Accounts$0407
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0315
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0381
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assets$0290
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0356
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0408
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0298
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0388
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0348
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$127,000711
Number of Managed Accounts$101,000645
Personal Trust and Agency Accounts$61,000606
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000220
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$18,000517
Corporate Trust and Agency Accounts$1,000142
Number of managed investment management and investment advisory agency accounts$11,000619
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$2,000151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$16,000483
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$26,000615
Personal Trust and Agency Accounts$0821
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0516
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$26,000327
Corporate Trust and Agency Accounts$0294
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$0215
Memoranda
Custody and Safekeeping Accounts$0790
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000401
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$0406
Number of Managed Accounts$0391
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0302
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0360
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0336
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0390
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
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$0410
Number of Managed Accounts$0395
Personal Trust and Agency Accounts$0392
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$0371
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0332
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$0414
Number of Managed Accounts$0400
Personal Trust and Agency Accounts$0395
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$0367
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0334
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$0110
Memoranda
Custody and Safekeeping Accounts$0374
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0335
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$104,000771
Number of Managed Accounts$75,000720
Personal Trust and Agency Accounts$52,000666
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000242
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$12,000559
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$2,000727
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$2,000155
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$10,000523
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$29,000606
Personal Trust and Agency Accounts$0849
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0550
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$29,000320
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$0221
Memoranda
Custody and Safekeeping Accounts$0809
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000386
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$0391
Number of Managed Accounts$0377
Personal Trust and Agency Accounts$0375
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0212
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$0344
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0290
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$0314
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$0356
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
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$0393
Number of Managed Accounts$0379
Personal Trust and Agency Accounts$0380
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$0348
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0315
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0289
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$0322
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0361
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0323
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$0395
Number of Managed Accounts$0379
Personal Trust and Agency Accounts$0381
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0213
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$0346
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0318
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0372
Personal Trust and Agency Accounts$0314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0286
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0361
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
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$111,000769
Number of Managed Accounts$82,000711
Personal Trust and Agency Accounts$59,000633
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000246
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$12,000558
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$2,000742
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$2,000148
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$9,000539
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$29,000619
Personal Trust and Agency Accounts$0861
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0562
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$29,000326
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$0233
Memoranda
Custody and Safekeeping Accounts$0829
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000394
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$0417
Number of Managed Accounts$0397
Personal Trust and Agency Accounts$0394
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0293
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0352
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$0358
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0320
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0395
Personal Trust and Agency Accounts$0325
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$0325
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0320
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$0423
Number of Managed Accounts$0403
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0223
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0400
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0372
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0322
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$0428
Number of Managed Accounts$0410
Personal Trust and Agency Accounts$0405
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0368
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0404
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0324
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$104,000812
Number of Managed Accounts$75,000748
Personal Trust and Agency Accounts$61,000635
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000363
Employee Benefit-defined Benefit Accounts$0357
Number of other employee benefit and retirement-related accounts$8,000603
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$1,000794
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$2,000165
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$7,000551
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$29,000651
Personal Trust and Agency Accounts$0899
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0579
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$29,000338
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$1,000812
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000392
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$0412
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0386
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0232
Number of other employee benefit and retirement-related accounts$0349
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$0354
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0312
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0328
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$0311
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0306
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$0414
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0383
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$0356
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0394
Personal Trust and Agency Accounts$0331
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$0370
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Personal Trust and Agency Accounts$0388
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0304
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$0359
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0401
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0299
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0313
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$0377
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$97,000854
Number of Managed Accounts$70,000778
Personal Trust and Agency Accounts$57,000666
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0604
Employee Benefit-defined Benefit Accounts$0372
Number of other employee benefit and retirement-related accounts$9,000599
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$1,000808
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$3,000146
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$7,000541
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$27,000698
Personal Trust and Agency Accounts$0925
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0596
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$27,000354
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$0883
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000406
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$0409
Number of Managed Accounts$0386
Personal Trust and Agency Accounts$0376
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0294
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$0353
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0386
Personal Trust and Agency Accounts$0330
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0288
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$0306
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$0362
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Personal Trust and Agency Accounts$0383
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0305
Employee Benefit-defined Benefit Accounts$0225
Number of other employee benefit and retirement-related accounts$0346
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$0360
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0393
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0295
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$0311
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$0375
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Personal Trust and Agency Accounts$0385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$0348
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$0362
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0393
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0296
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$0378
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$44,0001,087
Number of Managed Accounts$26,0001,029
Personal Trust and Agency Accounts$26,000913
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0371
Number of other employee benefit and retirement-related accounts$0777
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$0851
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$18,000787
Personal Trust and Agency Accounts$0952
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0603
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$18,000447
Corporate Trust and Agency Accounts$0375
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$0882
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0375
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$0390
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0421
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0313
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$0330
Corporate Trust and Agency Accounts$0174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0397
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Personal Trust and Agency Accounts$0415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0241
Number of other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0394
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0427
Personal Trust and Agency Accounts$0362
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0177
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0401
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Personal Trust and Agency Accounts$0425
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0240
Number of other employee benefit and retirement-related accounts$0388
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$0400
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0433
Personal Trust and Agency Accounts$0363
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0327
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0342
Corporate Trust and Agency Accounts$0179
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0408
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$50,0001,070
Number of Managed Accounts$28,0001,038
Personal Trust and Agency Accounts$28,000910
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0667
Employee Benefit-defined Benefit Accounts$0397
Number of other employee benefit and retirement-related accounts$0791
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$0881
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,000744
Personal Trust and Agency Accounts$0976
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0633
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$22,000417
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$0913
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Personal Trust and Agency Accounts$0406
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0317
Employee Benefit-defined Benefit Accounts$0235
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0417
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$0332
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$0393
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Personal Trust and Agency Accounts$0414
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0323
Employee Benefit-defined Benefit Accounts$0244
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0385
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0422
Personal Trust and Agency Accounts$0355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$0402
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Personal Trust and Agency Accounts$0415
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0324
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0374
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$0386
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0425
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0333
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$0400
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$54,0001,071
Number of Managed Accounts$32,0001,018
Personal Trust and Agency Accounts$32,000891
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0707
Employee Benefit-defined Benefit Accounts$0426
Number of other employee benefit and retirement-related accounts$0788
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$0891
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,000768
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0653
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$22,000419
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$0951
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Personal Trust and Agency Accounts$0398
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0320
Employee Benefit-defined Benefit Accounts$0242
Number of other employee benefit and retirement-related accounts$0356
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$0365
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0409
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0322
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$0326
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$0389
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Personal Trust and Agency Accounts$0402
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0248
Number of other employee benefit and retirement-related accounts$0358
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$0369
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0412
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0326
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0331
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$0396
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Personal Trust and Agency Accounts$0426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0337
Employee Benefit-defined Benefit Accounts$0249
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0423
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0333
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$0406
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$55,0001,098
Number of Managed Accounts$29,0001,079
Personal Trust and Agency Accounts$29,000951
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0756
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$0819
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$0919
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000757
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0690
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$26,000395
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$0974
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0329
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0370
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0414
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0332
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$0324
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0397
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Personal Trust and Agency Accounts$0423
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$0373
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$0384
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0431
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0346
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0424
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0254
Number of other employee benefit and retirement-related accounts$0372
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$0383
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0433
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0342
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$0336
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$0414
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$60,0001,081
Number of Managed Accounts$32,0001,064
Personal Trust and Agency Accounts$32,000925
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0767
Employee Benefit-defined Benefit Accounts$0445
Number of other employee benefit and retirement-related accounts$0797
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$0911
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000742
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000582
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$27,000395
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$01,000
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Personal Trust and Agency Accounts$0411
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0243
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0423
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0334
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$0327
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$0404
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Personal Trust and Agency Accounts$0418
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0338
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0357
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$0372
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0432
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0343
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0338
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$0409
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0426
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0344
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$0380
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0438
Personal Trust and Agency Accounts$0364
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$0340
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$0417
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$64,0001,086
Number of Managed Accounts$31,0001,115
Personal Trust and Agency Accounts$31,000965
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0794
Employee Benefit-defined Benefit Accounts$0450
Number of other employee benefit and retirement-related accounts$0809
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$0932
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$33,000722
Personal Trust and Agency Accounts$01,047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000596
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$32,000389
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$01,025
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Personal Trust and Agency Accounts$0432
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0347
Employee Benefit-defined Benefit Accounts$0256
Number of other employee benefit and retirement-related accounts$0364
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$0379
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0446
Personal Trust and Agency Accounts$0370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0351
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$0430
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Personal Trust and Agency Accounts$0436
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0353
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$0387
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0448
Personal Trust and Agency Accounts$0377
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0354
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$0350
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$0431
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Personal Trust and Agency Accounts$0450
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0360
Employee Benefit-defined Benefit Accounts$0261
Number of other employee benefit and retirement-related accounts$0377
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$0391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0460
Personal Trust and Agency Accounts$0390
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$0355
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$0442
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$71,0001,086
Number of Managed Accounts$36,0001,105
Personal Trust and Agency Accounts$36,000948
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0834
Employee Benefit-defined Benefit Accounts$0477
Number of other employee benefit and retirement-related accounts$0820
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$0941
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$35,000715
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000635
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$34,000368
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$01,048
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$74,0001,021
Number of Managed Accounts$38,0001,057
Personal Trust and Agency Accounts$38,000905
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0815
Employee Benefit-defined Benefit Accounts$0447
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$36,000683
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000616
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$35,000360
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$0971
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA