Home > U.S. Bank > Number of Fiduciary and Related Asset Accounts

U.S. Bank, Number of Fiduciary and Related Asset Accounts

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$551,635,0003
Number of Managed Accounts$52,088,0008
Personal Trust and Agency Accounts$15,767,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00052
Employee Benefit-defined Benefit Accounts$72,00014
Number of other employee benefit and retirement-related accounts$10,923,0009
Corporate Trust and Agency Accounts$2,711,0001
Number of managed investment management and investment advisory agency accounts$18,015,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,281,0004
Other Fiduciary Accounts$249,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,923,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$43,715,0003
Number of Non-Managed Accounts$499,547,0003
Personal Trust and Agency Accounts$638,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,00094
Employee Benefit-defined Benefit Accounts$325,0008
Number non-managed other employee benefit and retirement-related accounts$333,618,0003
Corporate Trust and Agency Accounts$161,092,0001
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$72,00011
Other Fiduciary Accounts$3,762,0003
Memoranda
Custody and Safekeeping Accounts$606,497,0007
Fiduciary Accounts Held in Foreign Offices$8,167,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$334,337,0009
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$559,183,0004
Number of Managed Accounts$51,831,0008
Personal Trust and Agency Accounts$15,896,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00050
Employee Benefit-defined Benefit Accounts$74,00014
Number of other employee benefit and retirement-related accounts$10,824,0009
Corporate Trust and Agency Accounts$2,750,0001
Number of managed investment management and investment advisory agency accounts$17,714,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,244,0004
Other Fiduciary Accounts$255,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,824,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$507,352,0003
Personal Trust and Agency Accounts$722,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,00096
Employee Benefit-defined Benefit Accounts$316,0008
Number non-managed other employee benefit and retirement-related accounts$345,502,0004
Corporate Trust and Agency Accounts$156,992,0001
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$76,00011
Other Fiduciary Accounts$3,706,0002
Memoranda
Custody and Safekeeping Accounts$611,873,0007
Fiduciary Accounts Held in Foreign Offices$7,648,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$346,204,0009
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$562,852,0004
Number of Managed Accounts$51,465,0008
Personal Trust and Agency Accounts$16,018,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00050
Employee Benefit-defined Benefit Accounts$73,00015
Number of other employee benefit and retirement-related accounts$10,678,0009
Corporate Trust and Agency Accounts$2,755,0001
Number of managed investment management and investment advisory agency accounts$17,367,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,241,0004
Other Fiduciary Accounts$258,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,678,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$511,387,0003
Personal Trust and Agency Accounts$1,024,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00096
Employee Benefit-defined Benefit Accounts$321,0008
Number non-managed other employee benefit and retirement-related accounts$351,747,0004
Corporate Trust and Agency Accounts$154,587,0001
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$75,00011
Other Fiduciary Accounts$3,594,0002
Memoranda
Custody and Safekeeping Accounts$610,535,0007
Fiduciary Accounts Held in Foreign Offices$7,213,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$352,474,0009
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$555,583,0004
Number of Managed Accounts$51,700,0008
Personal Trust and Agency Accounts$16,406,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00048
Employee Benefit-defined Benefit Accounts$73,00016
Number of other employee benefit and retirement-related accounts$10,623,0009
Corporate Trust and Agency Accounts$2,782,0001
Number of managed investment management and investment advisory agency accounts$17,208,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,272,0004
Other Fiduciary Accounts$261,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,623,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$503,883,0003
Personal Trust and Agency Accounts$1,024,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00097
Employee Benefit-defined Benefit Accounts$318,0008
Number non-managed other employee benefit and retirement-related accounts$346,683,0004
Corporate Trust and Agency Accounts$152,262,0001
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$72,00011
Other Fiduciary Accounts$3,485,0002
Memoranda
Custody and Safekeeping Accounts$599,749,0007
Fiduciary Accounts Held in Foreign Offices$6,874,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$347,401,0009
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$563,345,0004
Number of Managed Accounts$51,534,0008
Personal Trust and Agency Accounts$16,387,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00046
Employee Benefit-defined Benefit Accounts$74,00015
Number of other employee benefit and retirement-related accounts$10,573,0009
Corporate Trust and Agency Accounts$2,820,0001
Number of managed investment management and investment advisory agency accounts$17,080,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,259,0004
Other Fiduciary Accounts$264,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,573,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$42,757,0004
Number of Non-Managed Accounts$511,811,0003
Personal Trust and Agency Accounts$1,060,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00099
Employee Benefit-defined Benefit Accounts$309,0008
Number non-managed other employee benefit and retirement-related accounts$358,911,0004
Corporate Trust and Agency Accounts$147,994,0001
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$79,00012
Other Fiduciary Accounts$3,415,0003
Memoranda
Custody and Safekeeping Accounts$584,713,0006
Fiduciary Accounts Held in Foreign Offices$6,589,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$359,591,0008
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$569,413,0004
Number of Managed Accounts$51,477,0008
Personal Trust and Agency Accounts$16,680,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00044
Employee Benefit-defined Benefit Accounts$76,00014
Number of other employee benefit and retirement-related accounts$10,486,00010
Corporate Trust and Agency Accounts$2,786,0001
Number of managed investment management and investment advisory agency accounts$16,847,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,267,0004
Other Fiduciary Accounts$256,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,486,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$517,936,0003
Personal Trust and Agency Accounts$1,030,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00084
Employee Benefit-defined Benefit Accounts$314,0008
Number non-managed other employee benefit and retirement-related accounts$368,825,0003
Corporate Trust and Agency Accounts$144,273,0001
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$79,00012
Other Fiduciary Accounts$3,367,0002
Memoranda
Custody and Safekeeping Accounts$566,899,0006
Fiduciary Accounts Held in Foreign Offices$6,049,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$369,519,0007
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$567,918,0004
Number of Managed Accounts$51,295,0008
Personal Trust and Agency Accounts$16,899,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$80,00046
Employee Benefit-defined Benefit Accounts$74,00014
Number of other employee benefit and retirement-related accounts$10,435,00011
Corporate Trust and Agency Accounts$2,792,0001
Number of managed investment management and investment advisory agency accounts$16,490,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,257,0004
Other Fiduciary Accounts$268,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,435,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$516,623,0003
Personal Trust and Agency Accounts$1,394,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$51,00085
Employee Benefit-defined Benefit Accounts$318,0008
Number non-managed other employee benefit and retirement-related accounts$368,313,0003
Corporate Trust and Agency Accounts$143,148,0001
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$78,00014
Other Fiduciary Accounts$3,321,0002
Memoranda
Custody and Safekeeping Accounts$565,053,0007
Fiduciary Accounts Held in Foreign Offices$5,769,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$368,985,0008
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$566,028,0004
Number of Managed Accounts$50,681,0008
Personal Trust and Agency Accounts$16,792,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00047
Employee Benefit-defined Benefit Accounts$75,00015
Number of other employee benefit and retirement-related accounts$10,324,00010
Corporate Trust and Agency Accounts$2,662,0001
Number of managed investment management and investment advisory agency accounts$16,252,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,223,0004
Other Fiduciary Accounts$272,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,324,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$515,347,0003
Personal Trust and Agency Accounts$1,389,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$50,00082
Employee Benefit-defined Benefit Accounts$308,0008
Number non-managed other employee benefit and retirement-related accounts$367,908,0003
Corporate Trust and Agency Accounts$142,364,0001
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$79,00015
Other Fiduciary Accounts$3,249,0003
Memoranda
Custody and Safekeeping Accounts$555,231,0007
Fiduciary Accounts Held in Foreign Offices$5,693,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$368,565,0008
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$567,558,0004
Number of Managed Accounts$50,705,0008
Personal Trust and Agency Accounts$16,877,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00046
Employee Benefit-defined Benefit Accounts$79,00014
Number of other employee benefit and retirement-related accounts$10,169,00010
Corporate Trust and Agency Accounts$2,727,0001
Number of managed investment management and investment advisory agency accounts$16,228,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,268,0004
Other Fiduciary Accounts$274,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,169,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$42,549,0005
Number of Non-Managed Accounts$516,853,0003
Personal Trust and Agency Accounts$1,421,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$53,00086
Employee Benefit-defined Benefit Accounts$302,0008
Number non-managed other employee benefit and retirement-related accounts$368,784,0003
Corporate Trust and Agency Accounts$142,938,0001
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$72,00015
Other Fiduciary Accounts$3,283,0004
Memoranda
Custody and Safekeeping Accounts$566,234,0006
Fiduciary Accounts Held in Foreign Offices$5,645,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$369,433,0007
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$552,776,0004
Number of Managed Accounts$51,056,0008
Personal Trust and Agency Accounts$17,231,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00046
Employee Benefit-defined Benefit Accounts$77,00015
Number of other employee benefit and retirement-related accounts$10,097,00011
Corporate Trust and Agency Accounts$2,797,0001
Number of managed investment management and investment advisory agency accounts$16,195,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,298,0004
Other Fiduciary Accounts$276,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,097,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$501,720,0003
Personal Trust and Agency Accounts$1,393,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00077
Employee Benefit-defined Benefit Accounts$294,0008
Number non-managed other employee benefit and retirement-related accounts$357,911,0003
Corporate Trust and Agency Accounts$138,772,0001
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$72,00015
Other Fiduciary Accounts$3,224,0003
Memoranda
Custody and Safekeeping Accounts$599,879,0006
Fiduciary Accounts Held in Foreign Offices$5,557,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$358,550,0007
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$555,308,0004
Number of Managed Accounts$51,241,0008
Personal Trust and Agency Accounts$17,519,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00044
Employee Benefit-defined Benefit Accounts$76,00016
Number of other employee benefit and retirement-related accounts$10,014,00011
Corporate Trust and Agency Accounts$2,859,0001
Number of managed investment management and investment advisory agency accounts$16,092,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,311,0004
Other Fiduciary Accounts$283,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,014,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$504,067,0003
Personal Trust and Agency Accounts$1,397,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00078
Employee Benefit-defined Benefit Accounts$296,0008
Number non-managed other employee benefit and retirement-related accounts$361,228,0003
Corporate Trust and Agency Accounts$137,889,0001
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$73,00015
Other Fiduciary Accounts$3,128,0003
Memoranda
Custody and Safekeeping Accounts$596,584,0006
Fiduciary Accounts Held in Foreign Offices$5,317,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$361,823,0007
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$554,231,0004
Number of Managed Accounts$51,198,0007
Personal Trust and Agency Accounts$17,689,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00044
Employee Benefit-defined Benefit Accounts$76,00015
Number of other employee benefit and retirement-related accounts$9,955,00011
Corporate Trust and Agency Accounts$2,818,0001
Number of managed investment management and investment advisory agency accounts$16,002,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,280,0004
Other Fiduciary Accounts$282,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,955,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$503,033,0003
Personal Trust and Agency Accounts$1,412,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00080
Employee Benefit-defined Benefit Accounts$295,0008
Number non-managed other employee benefit and retirement-related accounts$361,336,0003
Corporate Trust and Agency Accounts$136,859,0001
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$76,00016
Other Fiduciary Accounts$2,997,0003
Memoranda
Custody and Safekeeping Accounts$593,755,0005
Fiduciary Accounts Held in Foreign Offices$4,991,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$361,911,0006
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$555,968,0003
Number of Managed Accounts$51,085,0008
Personal Trust and Agency Accounts$17,739,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$112,00036
Employee Benefit-defined Benefit Accounts$79,00012
Number of other employee benefit and retirement-related accounts$9,917,00011
Corporate Trust and Agency Accounts$2,763,0001
Number of managed investment management and investment advisory agency accounts$15,924,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,269,0004
Other Fiduciary Accounts$282,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,917,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$42,875,0004
Number of Non-Managed Accounts$504,883,0003
Personal Trust and Agency Accounts$1,440,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00083
Employee Benefit-defined Benefit Accounts$291,0008
Number non-managed other employee benefit and retirement-related accounts$361,958,0003
Corporate Trust and Agency Accounts$138,054,0001
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$75,00016
Other Fiduciary Accounts$3,008,0005
Memoranda
Custody and Safekeeping Accounts$596,709,0005
Fiduciary Accounts Held in Foreign Offices$5,017,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$362,530,0006
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$556,949,0004
Number of Managed Accounts$51,020,0007
Personal Trust and Agency Accounts$18,002,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00032
Employee Benefit-defined Benefit Accounts$77,00013
Number of other employee benefit and retirement-related accounts$9,780,00012
Corporate Trust and Agency Accounts$2,745,0001
Number of managed investment management and investment advisory agency accounts$15,783,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,229,0004
Other Fiduciary Accounts$283,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,780,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$505,929,0004
Personal Trust and Agency Accounts$1,431,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00078
Employee Benefit-defined Benefit Accounts$289,0008
Number non-managed other employee benefit and retirement-related accounts$365,534,0004
Corporate Trust and Agency Accounts$135,624,0001
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$74,00016
Other Fiduciary Accounts$2,917,0003
Memoranda
Custody and Safekeeping Accounts$593,610,0005
Fiduciary Accounts Held in Foreign Offices$4,854,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$366,107,0006
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$557,655,0003
Number of Managed Accounts$51,065,0007
Personal Trust and Agency Accounts$18,301,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00031
Employee Benefit-defined Benefit Accounts$81,00012
Number of other employee benefit and retirement-related accounts$9,695,00012
Corporate Trust and Agency Accounts$2,753,0001
Number of managed investment management and investment advisory agency accounts$15,609,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,219,0004
Other Fiduciary Accounts$285,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,694,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$506,590,0003
Personal Trust and Agency Accounts$1,441,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00078
Employee Benefit-defined Benefit Accounts$288,0008
Number non-managed other employee benefit and retirement-related accounts$366,353,0003
Corporate Trust and Agency Accounts$135,462,0001
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$73,00016
Other Fiduciary Accounts$2,912,0003
Memoranda
Custody and Safekeeping Accounts$595,207,0004
Fiduciary Accounts Held in Foreign Offices$4,640,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$366,929,0005
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$559,282,0003
Number of Managed Accounts$50,986,0007
Personal Trust and Agency Accounts$18,656,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00031
Employee Benefit-defined Benefit Accounts$84,00014
Number of other employee benefit and retirement-related accounts$9,544,00012
Corporate Trust and Agency Accounts$2,747,0001
Number of managed investment management and investment advisory agency accounts$15,325,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,214,0004
Other Fiduciary Accounts$294,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,543,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$508,296,0003
Personal Trust and Agency Accounts$1,458,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$61,00075
Employee Benefit-defined Benefit Accounts$285,0008
Number non-managed other employee benefit and retirement-related accounts$368,887,0003
Corporate Trust and Agency Accounts$134,696,0001
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$75,00016
Other Fiduciary Accounts$2,834,0004
Memoranda
Custody and Safekeeping Accounts$591,932,0004
Fiduciary Accounts Held in Foreign Offices$4,529,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$369,450,0005
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$560,658,0003
Number of Managed Accounts$50,698,0007
Personal Trust and Agency Accounts$18,738,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00029
Employee Benefit-defined Benefit Accounts$83,00016
Number of other employee benefit and retirement-related accounts$9,443,00012
Corporate Trust and Agency Accounts$2,704,0001
Number of managed investment management and investment advisory agency accounts$15,154,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,163,0004
Other Fiduciary Accounts$288,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,442,00012
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$43,341,0004
Number of Non-Managed Accounts$509,960,0003
Personal Trust and Agency Accounts$1,495,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00080
Employee Benefit-defined Benefit Accounts$273,0009
Number non-managed other employee benefit and retirement-related accounts$369,751,0003
Corporate Trust and Agency Accounts$135,494,0001
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$74,00016
Other Fiduciary Accounts$2,811,0006
Memoranda
Custody and Safekeeping Accounts$589,787,0004
Fiduciary Accounts Held in Foreign Offices$4,474,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$370,320,0005
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$553,437,0003
Number of Managed Accounts$50,562,0007
Personal Trust and Agency Accounts$18,992,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00030
Employee Benefit-defined Benefit Accounts$82,00016
Number of other employee benefit and retirement-related accounts$9,252,00011
Corporate Trust and Agency Accounts$2,700,0001
Number of managed investment management and investment advisory agency accounts$15,017,0009
Number of foundation and endowment trust and agency accounts, managed assets$4,101,0004
Other Fiduciary Accounts$290,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,251,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$502,875,0003
Personal Trust and Agency Accounts$1,459,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00077
Employee Benefit-defined Benefit Accounts$285,0008
Number non-managed other employee benefit and retirement-related accounts$365,981,0003
Corporate Trust and Agency Accounts$132,230,0001
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$75,00017
Other Fiduciary Accounts$2,782,0004
Memoranda
Custody and Safekeeping Accounts$587,775,0004
Fiduciary Accounts Held in Foreign Offices$4,315,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$366,544,0005
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$553,831,0003
Number of Managed Accounts$50,569,0007
Personal Trust and Agency Accounts$19,289,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$131,00030
Employee Benefit-defined Benefit Accounts$81,00016
Number of other employee benefit and retirement-related accounts$9,143,00011
Corporate Trust and Agency Accounts$2,726,0001
Number of managed investment management and investment advisory agency accounts$14,822,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,099,0004
Other Fiduciary Accounts$278,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,142,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$503,262,0003
Personal Trust and Agency Accounts$1,451,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00077
Employee Benefit-defined Benefit Accounts$282,0008
Number non-managed other employee benefit and retirement-related accounts$366,627,0003
Corporate Trust and Agency Accounts$132,027,0001
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$76,00017
Other Fiduciary Accounts$2,736,0004
Memoranda
Custody and Safekeeping Accounts$587,826,0003
Fiduciary Accounts Held in Foreign Offices$4,153,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$367,187,0005
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$554,734,0003
Number of Managed Accounts$50,612,0007
Personal Trust and Agency Accounts$19,525,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00029
Employee Benefit-defined Benefit Accounts$86,00016
Number of other employee benefit and retirement-related accounts$9,045,00011
Corporate Trust and Agency Accounts$2,798,0001
Number of managed investment management and investment advisory agency accounts$14,691,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,066,0004
Other Fiduciary Accounts$264,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$9,044,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$504,122,0003
Personal Trust and Agency Accounts$1,457,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$63,00076
Employee Benefit-defined Benefit Accounts$278,0008
Number non-managed other employee benefit and retirement-related accounts$368,190,0003
Corporate Trust and Agency Accounts$131,558,0001
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$76,00015
Other Fiduciary Accounts$2,500,0004
Memoranda
Custody and Safekeeping Accounts$585,530,0003
Fiduciary Accounts Held in Foreign Offices$3,937,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$368,765,0005
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$557,236,0002
Number of Managed Accounts$50,444,0007
Personal Trust and Agency Accounts$19,595,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00026
Employee Benefit-defined Benefit Accounts$91,00015
Number of other employee benefit and retirement-related accounts$8,907,00011
Corporate Trust and Agency Accounts$2,808,0001
Number of managed investment management and investment advisory agency accounts$14,577,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,063,0004
Other Fiduciary Accounts$260,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,906,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$40,610,0003
Number of Non-Managed Accounts$506,792,0003
Personal Trust and Agency Accounts$1,495,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$66,00078
Employee Benefit-defined Benefit Accounts$274,00010
Number non-managed other employee benefit and retirement-related accounts$368,939,0003
Corporate Trust and Agency Accounts$133,434,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000298
Number (#) individual retirement, health savings, and other similar accounts$75,00015
Other Fiduciary Accounts$2,508,0006
Memoranda
Custody and Safekeeping Accounts$587,701,0003
Fiduciary Accounts Held in Foreign Offices$4,005,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$369,520,0005
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$563,162,0002
Number of Managed Accounts$50,177,0007
Personal Trust and Agency Accounts$19,800,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00026
Employee Benefit-defined Benefit Accounts$99,00014
Number of other employee benefit and retirement-related accounts$8,845,00011
Corporate Trust and Agency Accounts$2,803,0001
Number of managed investment management and investment advisory agency accounts$14,172,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,071,0004
Other Fiduciary Accounts$248,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,844,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$512,985,0002
Personal Trust and Agency Accounts$1,484,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$67,00076
Employee Benefit-defined Benefit Accounts$274,00010
Number non-managed other employee benefit and retirement-related accounts$376,523,0003
Corporate Trust and Agency Accounts$132,147,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$75,00015
Other Fiduciary Accounts$2,414,0005
Memoranda
Custody and Safekeeping Accounts$605,777,0003
Fiduciary Accounts Held in Foreign Offices$3,810,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$377,101,0005
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$573,008,0002
Number of Managed Accounts$50,418,0007
Personal Trust and Agency Accounts$20,094,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$139,00025
Employee Benefit-defined Benefit Accounts$100,00014
Number of other employee benefit and retirement-related accounts$8,769,00011
Corporate Trust and Agency Accounts$2,780,0001
Number of managed investment management and investment advisory agency accounts$14,052,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,235,0004
Other Fiduciary Accounts$249,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,767,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$522,590,0002
Personal Trust and Agency Accounts$1,483,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00073
Employee Benefit-defined Benefit Accounts$287,0009
Number non-managed other employee benefit and retirement-related accounts$387,390,0003
Corporate Trust and Agency Accounts$130,965,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000194
Number (#) individual retirement, health savings, and other similar accounts$75,00016
Other Fiduciary Accounts$2,318,0005
Memoranda
Custody and Safekeeping Accounts$601,099,0002
Fiduciary Accounts Held in Foreign Offices$3,824,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$388,046,0005
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$581,598,0002
Number of Managed Accounts$50,407,0007
Personal Trust and Agency Accounts$20,304,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00024
Employee Benefit-defined Benefit Accounts$102,00011
Number of other employee benefit and retirement-related accounts$8,684,00011
Corporate Trust and Agency Accounts$2,843,0001
Number of managed investment management and investment advisory agency accounts$13,901,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,170,0004
Other Fiduciary Accounts$260,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,682,00011
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$531,191,0002
Personal Trust and Agency Accounts$1,492,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00073
Employee Benefit-defined Benefit Accounts$272,00010
Number non-managed other employee benefit and retirement-related accounts$398,350,0003
Corporate Trust and Agency Accounts$128,673,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000193
Number (#) individual retirement, health savings, and other similar accounts$75,00015
Other Fiduciary Accounts$2,255,0005
Memoranda
Custody and Safekeeping Accounts$599,243,0002
Fiduciary Accounts Held in Foreign Offices$3,686,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$399,023,0005
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$595,825,0002
Number of Managed Accounts$50,289,0007
Personal Trust and Agency Accounts$20,519,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00024
Employee Benefit-defined Benefit Accounts$109,00012
Number of other employee benefit and retirement-related accounts$8,573,00010
Corporate Trust and Agency Accounts$2,843,0001
Number of managed investment management and investment advisory agency accounts$13,789,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,046,0004
Other Fiduciary Accounts$261,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,571,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$40,080,0005
Number of Non-Managed Accounts$545,536,0002
Personal Trust and Agency Accounts$1,564,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$76,00078
Employee Benefit-defined Benefit Accounts$274,00010
Number non-managed other employee benefit and retirement-related accounts$411,921,0002
Corporate Trust and Agency Accounts$129,401,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000319
Number (#) individual retirement, health savings, and other similar accounts$77,00014
Other Fiduciary Accounts$2,222,0007
Memoranda
Custody and Safekeeping Accounts$598,116,0002
Fiduciary Accounts Held in Foreign Offices$3,577,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$412,726,0004
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$633,244,0002
Number of Managed Accounts$50,438,0007
Personal Trust and Agency Accounts$20,797,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00025
Employee Benefit-defined Benefit Accounts$111,00011
Number of other employee benefit and retirement-related accounts$8,535,00010
Corporate Trust and Agency Accounts$2,874,0001
Number of managed investment management and investment advisory agency accounts$13,685,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,034,0004
Other Fiduciary Accounts$256,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,533,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$582,806,0002
Personal Trust and Agency Accounts$1,539,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00071
Employee Benefit-defined Benefit Accounts$272,00011
Number non-managed other employee benefit and retirement-related accounts$448,737,0002
Corporate Trust and Agency Accounts$129,952,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000190
Number (#) individual retirement, health savings, and other similar accounts$79,00013
Other Fiduciary Accounts$2,145,0005
Memoranda
Custody and Safekeeping Accounts$925,748,0002
Fiduciary Accounts Held in Foreign Offices$3,406,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$777,206,0004
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$652,116,0002
Number of Managed Accounts$50,484,0008
Personal Trust and Agency Accounts$20,973,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00025
Employee Benefit-defined Benefit Accounts$110,00011
Number of other employee benefit and retirement-related accounts$8,461,00011
Corporate Trust and Agency Accounts$2,951,0001
Number of managed investment management and investment advisory agency accounts$13,557,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,023,0004
Other Fiduciary Accounts$261,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,459,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$601,632,0002
Personal Trust and Agency Accounts$1,522,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00072
Employee Benefit-defined Benefit Accounts$276,00011
Number non-managed other employee benefit and retirement-related accounts$468,192,0002
Corporate Trust and Agency Accounts$129,428,0001
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$78,00015
Other Fiduciary Accounts$2,053,0005
Memoranda
Custody and Safekeeping Accounts$917,484,0002
Fiduciary Accounts Held in Foreign Offices$2,972,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$789,653,0004
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$650,902,0002
Number of Managed Accounts$50,352,0007
Personal Trust and Agency Accounts$21,120,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00025
Employee Benefit-defined Benefit Accounts$112,00012
Number of other employee benefit and retirement-related accounts$8,366,00010
Corporate Trust and Agency Accounts$2,948,0001
Number of managed investment management and investment advisory agency accounts$13,396,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,993,0004
Other Fiduciary Accounts$263,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,364,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$600,550,0002
Personal Trust and Agency Accounts$1,527,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00075
Employee Benefit-defined Benefit Accounts$276,00012
Number non-managed other employee benefit and retirement-related accounts$468,462,0002
Corporate Trust and Agency Accounts$128,148,0001
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$78,00016
Other Fiduciary Accounts$1,977,0007
Memoranda
Custody and Safekeeping Accounts$903,551,0002
Fiduciary Accounts Held in Foreign Offices$2,750,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$783,381,0004
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$648,754,0002
Number of Managed Accounts$51,427,0007
Personal Trust and Agency Accounts$22,133,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,00024
Employee Benefit-defined Benefit Accounts$117,00013
Number of other employee benefit and retirement-related accounts$8,325,00010
Corporate Trust and Agency Accounts$3,078,0001
Number of managed investment management and investment advisory agency accounts$13,353,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,986,0004
Other Fiduciary Accounts$270,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,323,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$40,359,0005
Number of Non-Managed Accounts$597,327,0002
Personal Trust and Agency Accounts$1,455,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00075
Employee Benefit-defined Benefit Accounts$275,00012
Number non-managed other employee benefit and retirement-related accounts$467,562,0002
Corporate Trust and Agency Accounts$125,928,0001
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$75,00017
Other Fiduciary Accounts$1,947,0007
Memoranda
Custody and Safekeeping Accounts$917,432,0002
Fiduciary Accounts Held in Foreign Offices$2,585,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$774,684,0004
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$801,314,0002
Number of Managed Accounts$51,595,0007
Personal Trust and Agency Accounts$22,228,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00023
Employee Benefit-defined Benefit Accounts$120,00011
Number of other employee benefit and retirement-related accounts$8,245,00010
Corporate Trust and Agency Accounts$3,099,0001
Number of managed investment management and investment advisory agency accounts$13,247,0008
Number of foundation and endowment trust and agency accounts, managed assets$4,211,0004
Other Fiduciary Accounts$276,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,243,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$749,719,0002
Personal Trust and Agency Accounts$1,428,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00066
Employee Benefit-defined Benefit Accounts$274,00013
Number non-managed other employee benefit and retirement-related accounts$622,187,0002
Corporate Trust and Agency Accounts$123,772,0001
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$74,00015
Other Fiduciary Accounts$1,891,0007
Memoranda
Custody and Safekeeping Accounts$922,849,0002
Fiduciary Accounts Held in Foreign Offices$2,252,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$933,650,0003
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$805,306,0002
Number of Managed Accounts$51,271,0007
Personal Trust and Agency Accounts$22,439,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$174,00018
Employee Benefit-defined Benefit Accounts$120,00011
Number of other employee benefit and retirement-related accounts$8,142,00010
Corporate Trust and Agency Accounts$3,148,0001
Number of managed investment management and investment advisory agency accounts$13,156,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,823,0004
Other Fiduciary Accounts$269,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$8,140,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$754,035,0002
Personal Trust and Agency Accounts$1,414,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00065
Employee Benefit-defined Benefit Accounts$272,00014
Number non-managed other employee benefit and retirement-related accounts$626,912,0002
Corporate Trust and Agency Accounts$123,432,0001
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$76,00015
Other Fiduciary Accounts$1,831,0007
Memoranda
Custody and Safekeeping Accounts$933,554,0002
Fiduciary Accounts Held in Foreign Offices$2,238,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$942,232,0003
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$788,690,0003
Number of Managed Accounts$51,440,0007
Personal Trust and Agency Accounts$22,812,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00018
Employee Benefit-defined Benefit Accounts$122,00010
Number of other employee benefit and retirement-related accounts$7,972,00010
Corporate Trust and Agency Accounts$3,280,0001
Number of managed investment management and investment advisory agency accounts$13,012,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,790,0004
Other Fiduciary Accounts$264,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$7,970,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$737,250,0003
Personal Trust and Agency Accounts$1,397,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00064
Employee Benefit-defined Benefit Accounts$265,00014
Number non-managed other employee benefit and retirement-related accounts$609,330,0003
Corporate Trust and Agency Accounts$124,275,0001
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$79,00015
Other Fiduciary Accounts$1,796,0009
Memoranda
Custody and Safekeeping Accounts$855,859,0003
Fiduciary Accounts Held in Foreign Offices$2,148,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$921,887,0004
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$794,537,0003
Number of Managed Accounts$53,291,0007
Personal Trust and Agency Accounts$24,631,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$199,00018
Employee Benefit-defined Benefit Accounts$124,00011
Number of other employee benefit and retirement-related accounts$7,854,00010
Corporate Trust and Agency Accounts$3,465,0001
Number of managed investment management and investment advisory agency accounts$12,930,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,805,0004
Other Fiduciary Accounts$283,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,852,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$42,990,0005
Number of Non-Managed Accounts$741,246,0003
Personal Trust and Agency Accounts$1,395,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00067
Employee Benefit-defined Benefit Accounts$290,00012
Number non-managed other employee benefit and retirement-related accounts$611,915,0003
Corporate Trust and Agency Accounts$125,713,0001
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$80,00018
Other Fiduciary Accounts$1,740,0008
Memoranda
Custody and Safekeeping Accounts$1,111,500,0002
Fiduciary Accounts Held in Foreign Offices$1,982,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$919,191,0004
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$772,375,0003
Number of Managed Accounts$53,990,0007
Personal Trust and Agency Accounts$25,470,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00015
Employee Benefit-defined Benefit Accounts$123,00011
Number of other employee benefit and retirement-related accounts$7,769,00010
Corporate Trust and Agency Accounts$3,568,0001
Number of managed investment management and investment advisory agency accounts$12,760,0009
Number of foundation and endowment trust and agency accounts, managed assets$3,820,0004
Other Fiduciary Accounts$283,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,767,00010
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$718,385,0003
Personal Trust and Agency Accounts$1,513,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00067
Employee Benefit-defined Benefit Accounts$291,00011
Number non-managed other employee benefit and retirement-related accounts$589,850,0003
Corporate Trust and Agency Accounts$124,863,0001
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$79,00016
Other Fiduciary Accounts$1,680,0008
Memoranda
Custody and Safekeeping Accounts$1,065,418,0003
Fiduciary Accounts Held in Foreign Offices$1,672,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$862,767,0005
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$732,748,0003
Number of Managed Accounts$54,102,0007
Personal Trust and Agency Accounts$25,758,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$197,00015
Employee Benefit-defined Benefit Accounts$125,00012
Number of other employee benefit and retirement-related accounts$7,680,0009
Corporate Trust and Agency Accounts$3,540,0001
Number of managed investment management and investment advisory agency accounts$12,701,0009
Number of foundation and endowment trust and agency accounts, managed assets$3,819,0004
Other Fiduciary Accounts$282,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,678,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$678,646,0003
Personal Trust and Agency Accounts$1,510,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00069
Employee Benefit-defined Benefit Accounts$291,00011
Number non-managed other employee benefit and retirement-related accounts$550,635,0003
Corporate Trust and Agency Accounts$124,392,0001
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$81,00016
Other Fiduciary Accounts$1,628,0008
Memoranda
Custody and Safekeeping Accounts$1,013,654,0003
Fiduciary Accounts Held in Foreign Offices$1,551,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$820,170,0006
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$728,534,0003
Number of Managed Accounts$54,197,0007
Personal Trust and Agency Accounts$25,983,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$310,00013
Employee Benefit-defined Benefit Accounts$123,00013
Number of other employee benefit and retirement-related accounts$7,632,0009
Corporate Trust and Agency Accounts$3,538,0001
Number of managed investment management and investment advisory agency accounts$12,628,0009
Number of foundation and endowment trust and agency accounts, managed assets$3,747,0004
Other Fiduciary Accounts$236,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,630,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$674,337,0003
Personal Trust and Agency Accounts$1,527,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00074
Employee Benefit-defined Benefit Accounts$289,00012
Number non-managed other employee benefit and retirement-related accounts$543,580,0003
Corporate Trust and Agency Accounts$127,152,0001
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$81,00015
Other Fiduciary Accounts$1,616,0008
Memoranda
Custody and Safekeeping Accounts$969,851,0003
Fiduciary Accounts Held in Foreign Offices$1,599,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$808,478,0006
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$769,505,0003
Number of Managed Accounts$54,624,0007
Personal Trust and Agency Accounts$26,275,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$292,00013
Employee Benefit-defined Benefit Accounts$124,00014
Number of other employee benefit and retirement-related accounts$7,625,0009
Corporate Trust and Agency Accounts$3,701,0001
Number of managed investment management and investment advisory agency accounts$12,501,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,856,0004
Other Fiduciary Accounts$250,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,622,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$43,808,0005
Number of Non-Managed Accounts$714,881,0003
Personal Trust and Agency Accounts$1,571,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00074
Employee Benefit-defined Benefit Accounts$296,00013
Number non-managed other employee benefit and retirement-related accounts$581,408,0003
Corporate Trust and Agency Accounts$129,843,0001
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$81,00014
Other Fiduciary Accounts$1,569,0008
Memoranda
Custody and Safekeeping Accounts$939,884,0003
Fiduciary Accounts Held in Foreign Offices$1,612,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$849,507,0006
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$774,179,0003
Number of Managed Accounts$54,428,0007
Personal Trust and Agency Accounts$26,405,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$277,00013
Employee Benefit-defined Benefit Accounts$124,00013
Number of other employee benefit and retirement-related accounts$7,561,0008
Corporate Trust and Agency Accounts$3,792,0001
Number of managed investment management and investment advisory agency accounts$12,299,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,728,0004
Other Fiduciary Accounts$242,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,558,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$719,751,0003
Personal Trust and Agency Accounts$1,689,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00067
Employee Benefit-defined Benefit Accounts$294,00013
Number non-managed other employee benefit and retirement-related accounts$582,054,0003
Corporate Trust and Agency Accounts$134,025,0001
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$81,00012
Other Fiduciary Accounts$1,502,0007
Memoranda
Custody and Safekeeping Accounts$890,867,0003
Fiduciary Accounts Held in Foreign Offices$1,592,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$816,179,0006
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$773,723,0003
Number of Managed Accounts$54,570,0007
Personal Trust and Agency Accounts$26,740,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$280,00013
Employee Benefit-defined Benefit Accounts$120,00014
Number of other employee benefit and retirement-related accounts$7,589,0008
Corporate Trust and Agency Accounts$3,594,0001
Number of managed investment management and investment advisory agency accounts$12,291,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,715,0004
Other Fiduciary Accounts$241,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$7,555,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$719,153,0003
Personal Trust and Agency Accounts$1,704,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00065
Employee Benefit-defined Benefit Accounts$314,00013
Number non-managed other employee benefit and retirement-related accounts$582,310,0003
Corporate Trust and Agency Accounts$133,359,0001
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$58,00016
Other Fiduciary Accounts$1,294,0007
Memoranda
Custody and Safekeeping Accounts$845,221,0004
Fiduciary Accounts Held in Foreign Offices$1,588,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$778,011,0006
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$803,281,0003
Number of Managed Accounts$55,008,0007
Personal Trust and Agency Accounts$27,122,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$297,00011
Employee Benefit-defined Benefit Accounts$121,00015
Number of other employee benefit and retirement-related accounts$7,630,0008
Corporate Trust and Agency Accounts$3,596,0001
Number of managed investment management and investment advisory agency accounts$12,273,0008
Number of foundation and endowment trust and agency accounts, managed assets$3,725,0005
Other Fiduciary Accounts$244,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$7,587,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$748,273,0003
Personal Trust and Agency Accounts$1,717,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$286,00039
Employee Benefit-defined Benefit Accounts$685,0008
Number non-managed other employee benefit and retirement-related accounts$611,778,0003
Corporate Trust and Agency Accounts$132,511,0001
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$59,00016
Other Fiduciary Accounts$1,237,0007
Memoranda
Custody and Safekeeping Accounts$827,759,0004
Fiduciary Accounts Held in Foreign Offices$1,819,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$796,640,0006
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$804,966,0003
Number of Managed Accounts$54,806,0007
Personal Trust and Agency Accounts$28,071,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00027
Employee Benefit-defined Benefit Accounts$106,00017
Number of other employee benefit and retirement-related accounts$7,618,0007
Corporate Trust and Agency Accounts$3,355,0001
Number of managed investment management and investment advisory agency accounts$13,706,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,553,0006
Other Fiduciary Accounts$242,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$7,614,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$44,712,0005
Number of Non-Managed Accounts$750,160,0003
Personal Trust and Agency Accounts$1,780,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000151
Employee Benefit-defined Benefit Accounts$197,00018
Number non-managed other employee benefit and retirement-related accounts$612,863,0003
Corporate Trust and Agency Accounts$134,092,0001
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$57,00015
Other Fiduciary Accounts$1,136,0007
Memoranda
Custody and Safekeeping Accounts$814,458,0005
Fiduciary Accounts Held in Foreign Offices$1,884,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$793,152,0006
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$800,707,0003
Number of Managed Accounts$55,417,0005
Personal Trust and Agency Accounts$28,463,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$162,00021
Employee Benefit-defined Benefit Accounts$114,00014
Number of other employee benefit and retirement-related accounts$7,669,0007
Corporate Trust and Agency Accounts$3,327,0001
Number of managed investment management and investment advisory agency accounts$13,934,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,493,0007
Other Fiduciary Accounts$255,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$7,666,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$745,290,0003
Personal Trust and Agency Accounts$1,761,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$34,000131
Employee Benefit-defined Benefit Accounts$179,00018
Number non-managed other employee benefit and retirement-related accounts$612,415,0003
Corporate Trust and Agency Accounts$130,374,0001
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$57,00012
Other Fiduciary Accounts$470,00010
Memoranda
Custody and Safekeeping Accounts$784,627,0005
Fiduciary Accounts Held in Foreign Offices$1,868,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$765,550,0005
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$801,745,0003
Number of Managed Accounts$55,926,0005
Personal Trust and Agency Accounts$28,821,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00020
Employee Benefit-defined Benefit Accounts$117,00013
Number of other employee benefit and retirement-related accounts$7,670,0007
Corporate Trust and Agency Accounts$3,357,0001
Number of managed investment management and investment advisory agency accounts$14,052,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,484,0006
Other Fiduciary Accounts$257,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$7,667,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$745,819,0003
Personal Trust and Agency Accounts$1,790,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000133
Employee Benefit-defined Benefit Accounts$157,00021
Number non-managed other employee benefit and retirement-related accounts$614,081,0003
Corporate Trust and Agency Accounts$129,263,0001
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$57,00013
Other Fiduciary Accounts$436,00010
Memoranda
Custody and Safekeeping Accounts$707,529,0005
Fiduciary Accounts Held in Foreign Offices$2,265,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$763,082,0005
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$801,258,0003
Number of Managed Accounts$56,503,0005
Personal Trust and Agency Accounts$29,235,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$140,00025
Employee Benefit-defined Benefit Accounts$115,00013
Number of other employee benefit and retirement-related accounts$7,767,0006
Corporate Trust and Agency Accounts$3,298,0001
Number of managed investment management and investment advisory agency accounts$14,266,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,436,0006
Other Fiduciary Accounts$246,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$7,761,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$744,755,0003
Personal Trust and Agency Accounts$1,805,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000138
Employee Benefit-defined Benefit Accounts$196,00020
Number non-managed other employee benefit and retirement-related accounts$612,452,0003
Corporate Trust and Agency Accounts$129,782,0001
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$59,00013
Other Fiduciary Accounts$425,00012
Memoranda
Custody and Safekeeping Accounts$668,603,0005
Fiduciary Accounts Held in Foreign Offices$2,306,0006
# of Individual retirement,health savings and similar accounts, non-managed asts$759,312,0006
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$778,227,0003
Number of Managed Accounts$56,899,0005
Personal Trust and Agency Accounts$29,543,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00032
Employee Benefit-defined Benefit Accounts$117,00015
Number of other employee benefit and retirement-related accounts$7,869,0006
Corporate Trust and Agency Accounts$3,266,0001
Number of managed investment management and investment advisory agency accounts$14,247,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,438,0006
Other Fiduciary Accounts$275,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$7,850,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$49,025,0005
Number of Non-Managed Accounts$721,328,0003
Personal Trust and Agency Accounts$1,902,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,000155
Employee Benefit-defined Benefit Accounts$190,00020
Number non-managed other employee benefit and retirement-related accounts$594,070,0003
Corporate Trust and Agency Accounts$124,646,0001
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$57,00014
Other Fiduciary Accounts$427,00012
Memoranda
Custody and Safekeeping Accounts$662,604,0005
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$739,068,0006
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$786,639,0003
Number of Managed Accounts$59,153,0005
Personal Trust and Agency Accounts$31,601,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00028
Employee Benefit-defined Benefit Accounts$119,00013
Number of other employee benefit and retirement-related accounts$7,892,0006
Corporate Trust and Agency Accounts$3,284,0001
Number of managed investment management and investment advisory agency accounts$14,385,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,433,0006
Other Fiduciary Accounts$279,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$7,874,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$727,486,0003
Personal Trust and Agency Accounts$1,898,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,445,00018
Employee Benefit-defined Benefit Accounts$175,00020
Number non-managed other employee benefit and retirement-related accounts$598,922,0003
Corporate Trust and Agency Accounts$124,560,0001
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$54,00013
Other Fiduciary Accounts$432,00011
Memoranda
Custody and Safekeeping Accounts$614,873,0005
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$696,647,0006
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$791,794,0003
Number of Managed Accounts$59,899,0005
Personal Trust and Agency Accounts$32,200,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$167,00027
Employee Benefit-defined Benefit Accounts$118,00013
Number of other employee benefit and retirement-related accounts$7,939,0006
Corporate Trust and Agency Accounts$3,241,0001
Number of managed investment management and investment advisory agency accounts$14,521,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,406,0006
Other Fiduciary Accounts$307,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$7,920,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$731,895,0003
Personal Trust and Agency Accounts$1,880,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,551,00018
Employee Benefit-defined Benefit Accounts$182,00021
Number non-managed other employee benefit and retirement-related accounts$601,690,0003
Corporate Trust and Agency Accounts$126,131,0001
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$61,00014
Other Fiduciary Accounts$400,00011
Memoranda
Custody and Safekeeping Accounts$508,355,0006
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$603,510,0006
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$801,772,0003
Number of Managed Accounts$60,524,0005
Personal Trust and Agency Accounts$32,671,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00021
Employee Benefit-defined Benefit Accounts$132,00013
Number of other employee benefit and retirement-related accounts$8,009,0006
Corporate Trust and Agency Accounts$2,873,0001
Number of managed investment management and investment advisory agency accounts$14,599,0008
Number of foundation and endowment trust and agency accounts, managed assets$1,370,0006
Other Fiduciary Accounts$678,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$7,990,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$741,248,0003
Personal Trust and Agency Accounts$8,939,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,638,00019
Employee Benefit-defined Benefit Accounts$180,00021
Number non-managed other employee benefit and retirement-related accounts$602,077,0003
Corporate Trust and Agency Accounts$127,955,0001
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$64,00015
Other Fiduciary Accounts$395,00012
Memoranda
Custody and Safekeeping Accounts$505,870,0006
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$603,855,0006
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$813,124,0004
Number of Managed Accounts$61,587,0004
Personal Trust and Agency Accounts$33,521,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,00023
Employee Benefit-defined Benefit Accounts$130,00015
Number of other employee benefit and retirement-related accounts$8,041,0003
Corporate Trust and Agency Accounts$3,129,0001
Number of managed investment management and investment advisory agency accounts$14,749,0006
Number of foundation and endowment trust and agency accounts, managed assets$999,00010
Other Fiduciary Accounts$813,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$8,021,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$52,662,0004
Number of Non-Managed Accounts$751,537,0004
Personal Trust and Agency Accounts$8,950,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,325,0006
Employee Benefit-defined Benefit Accounts$144,00023
Number non-managed other employee benefit and retirement-related accounts$602,902,0004
Corporate Trust and Agency Accounts$132,745,0001
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$63,00017
Other Fiduciary Accounts$408,00015
Memoranda
Custody and Safekeeping Accounts$502,512,0006
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$603,021,0007
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$716,581,0004
Number of Managed Accounts$61,569,0004
Personal Trust and Agency Accounts$34,610,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$201,00019
Employee Benefit-defined Benefit Accounts$114,00015
Number of other employee benefit and retirement-related accounts$8,058,0003
Corporate Trust and Agency Accounts$2,822,0001
Number of managed investment management and investment advisory agency accounts$15,044,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$720,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$655,012,0004
Personal Trust and Agency Accounts$4,033,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,460,0004
Employee Benefit-defined Benefit Accounts$130,00023
Number non-managed other employee benefit and retirement-related accounts$508,921,0004
Corporate Trust and Agency Accounts$135,137,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$331,00018
Memoranda
Custody and Safekeeping Accounts$495,188,0005
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$724,047,0004
Number of Managed Accounts$62,428,0004
Personal Trust and Agency Accounts$35,322,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$209,00019
Employee Benefit-defined Benefit Accounts$115,00016
Number of other employee benefit and retirement-related accounts$8,122,0003
Corporate Trust and Agency Accounts$2,747,0001
Number of managed investment management and investment advisory agency accounts$15,168,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$745,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$661,619,0004
Personal Trust and Agency Accounts$4,045,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,505,0004
Employee Benefit-defined Benefit Accounts$134,00022
Number non-managed other employee benefit and retirement-related accounts$510,512,0004
Corporate Trust and Agency Accounts$140,107,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$316,00019
Memoranda
Custody and Safekeeping Accounts$572,886,0004
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$732,479,0003
Number of Managed Accounts$63,255,0004
Personal Trust and Agency Accounts$35,992,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$215,00019
Employee Benefit-defined Benefit Accounts$116,00017
Number of other employee benefit and retirement-related accounts$8,247,0003
Corporate Trust and Agency Accounts$2,591,0001
Number of managed investment management and investment advisory agency accounts$15,316,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$778,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$669,224,0003
Personal Trust and Agency Accounts$4,071,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,860,0004
Employee Benefit-defined Benefit Accounts$133,00022
Number non-managed other employee benefit and retirement-related accounts$514,105,0003
Corporate Trust and Agency Accounts$143,756,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$299,00019
Memoranda
Custody and Safekeeping Accounts$570,715,0004
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$751,236,0004
Number of Managed Accounts$64,046,0004
Personal Trust and Agency Accounts$36,410,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00021
Employee Benefit-defined Benefit Accounts$119,00018
Number of other employee benefit and retirement-related accounts$8,388,0003
Corporate Trust and Agency Accounts$2,571,0001
Number of managed investment management and investment advisory agency accounts$15,543,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$794,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$687,190,0004
Personal Trust and Agency Accounts$4,186,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,054,0005
Employee Benefit-defined Benefit Accounts$132,00024
Number non-managed other employee benefit and retirement-related accounts$527,447,0004
Corporate Trust and Agency Accounts$148,065,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$306,00025
Memoranda
Custody and Safekeeping Accounts$629,851,0004
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$759,061,0004
Number of Managed Accounts$63,834,0003
Personal Trust and Agency Accounts$36,133,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$225,00019
Employee Benefit-defined Benefit Accounts$118,00017
Number of other employee benefit and retirement-related accounts$8,385,0003
Corporate Trust and Agency Accounts$2,706,0001
Number of managed investment management and investment advisory agency accounts$15,469,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$798,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$695,227,0004
Personal Trust and Agency Accounts$4,208,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,040,0005
Employee Benefit-defined Benefit Accounts$131,00023
Number non-managed other employee benefit and retirement-related accounts$532,942,0004
Corporate Trust and Agency Accounts$149,618,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$288,00021
Memoranda
Custody and Safekeeping Accounts$607,617,0004
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$765,364,0004
Number of Managed Accounts$64,908,0003
Personal Trust and Agency Accounts$36,771,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$231,00020
Employee Benefit-defined Benefit Accounts$119,00019
Number of other employee benefit and retirement-related accounts$8,403,0003
Corporate Trust and Agency Accounts$3,116,0001
Number of managed investment management and investment advisory agency accounts$15,458,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$810,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$700,456,0004
Personal Trust and Agency Accounts$4,193,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,554,0005
Employee Benefit-defined Benefit Accounts$119,00028
Number non-managed other employee benefit and retirement-related accounts$534,585,0004
Corporate Trust and Agency Accounts$152,758,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$247,00022
Memoranda
Custody and Safekeeping Accounts$592,143,0004
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$760,211,0003
Number of Managed Accounts$64,961,0003
Personal Trust and Agency Accounts$36,899,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$271,00015
Employee Benefit-defined Benefit Accounts$120,00017
Number of other employee benefit and retirement-related accounts$8,384,0003
Corporate Trust and Agency Accounts$3,114,0001
Number of managed investment management and investment advisory agency accounts$15,354,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$819,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$695,250,0003
Personal Trust and Agency Accounts$4,197,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,801,0005
Employee Benefit-defined Benefit Accounts$133,00027
Number non-managed other employee benefit and retirement-related accounts$529,524,0003
Corporate Trust and Agency Accounts$152,376,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$219,00023
Memoranda
Custody and Safekeeping Accounts$584,080,0005
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$761,790,0003
Number of Managed Accounts$65,117,0003
Personal Trust and Agency Accounts$37,066,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$275,00017
Employee Benefit-defined Benefit Accounts$127,00019
Number of other employee benefit and retirement-related accounts$8,397,0002
Corporate Trust and Agency Accounts$3,252,0001
Number of managed investment management and investment advisory agency accounts$15,166,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$834,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$696,673,0003
Personal Trust and Agency Accounts$4,246,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,937,0006
Employee Benefit-defined Benefit Accounts$137,00027
Number non-managed other employee benefit and retirement-related accounts$531,462,0003
Corporate Trust and Agency Accounts$152,717,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$174,00035
Memoranda
Custody and Safekeeping Accounts$578,521,0005
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$761,204,0003
Number of Managed Accounts$64,076,0003
Personal Trust and Agency Accounts$36,025,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$391,0009
Employee Benefit-defined Benefit Accounts$133,00019
Number of other employee benefit and retirement-related accounts$8,381,0002
Corporate Trust and Agency Accounts$3,299,0001
Number of managed investment management and investment advisory agency accounts$15,001,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$846,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$697,128,0003
Personal Trust and Agency Accounts$4,248,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,062,0006
Employee Benefit-defined Benefit Accounts$140,00027
Number non-managed other employee benefit and retirement-related accounts$532,669,0003
Corporate Trust and Agency Accounts$151,838,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$171,00027
Memoranda
Custody and Safekeeping Accounts$558,277,0005
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$742,593,0003
Number of Managed Accounts$64,898,0003
Personal Trust and Agency Accounts$36,381,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$958,0005
Employee Benefit-defined Benefit Accounts$138,00020
Number of other employee benefit and retirement-related accounts$8,263,0001
Corporate Trust and Agency Accounts$3,406,0001
Number of managed investment management and investment advisory agency accounts$14,888,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$864,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$677,695,0003
Personal Trust and Agency Accounts$4,216,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,782,0006
Employee Benefit-defined Benefit Accounts$157,00025
Number non-managed other employee benefit and retirement-related accounts$513,032,0003
Corporate Trust and Agency Accounts$152,344,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$164,00023
Memoranda
Custody and Safekeeping Accounts$469,363,0005
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$738,148,0004
Number of Managed Accounts$63,312,0004
Personal Trust and Agency Accounts$35,630,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$980,0005
Employee Benefit-defined Benefit Accounts$151,00019
Number of other employee benefit and retirement-related accounts$7,785,0002
Corporate Trust and Agency Accounts$3,261,0001
Number of managed investment management and investment advisory agency accounts$14,627,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$878,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$674,836,0003
Personal Trust and Agency Accounts$3,641,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,746,0005
Employee Benefit-defined Benefit Accounts$157,00027
Number non-managed other employee benefit and retirement-related accounts$511,844,0003
Corporate Trust and Agency Accounts$150,304,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$144,00026
Memoranda
Custody and Safekeeping Accounts$471,718,0005
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$732,001,0004
Number of Managed Accounts$63,147,0004
Personal Trust and Agency Accounts$35,770,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,031,0005
Employee Benefit-defined Benefit Accounts$151,00022
Number of other employee benefit and retirement-related accounts$7,694,0002
Corporate Trust and Agency Accounts$3,375,0001
Number of managed investment management and investment advisory agency accounts$14,231,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$895,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$668,854,0003
Personal Trust and Agency Accounts$3,792,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,853,0004
Employee Benefit-defined Benefit Accounts$151,00028
Number non-managed other employee benefit and retirement-related accounts$508,109,0003
Corporate Trust and Agency Accounts$147,796,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$153,00036
Memoranda
Custody and Safekeeping Accounts$469,821,0005
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$728,285,0004
Number of Managed Accounts$63,053,0004
Personal Trust and Agency Accounts$35,766,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,023,0005
Employee Benefit-defined Benefit Accounts$156,00017
Number of other employee benefit and retirement-related accounts$7,665,0002
Corporate Trust and Agency Accounts$3,481,0001
Number of managed investment management and investment advisory agency accounts$14,069,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$893,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$665,232,0003
Personal Trust and Agency Accounts$4,458,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,605,0002
Employee Benefit-defined Benefit Accounts$146,00028
Number non-managed other employee benefit and retirement-related accounts$520,213,0003
Corporate Trust and Agency Accounts$129,697,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$113,00032
Memoranda
Custody and Safekeeping Accounts$430,865,0005
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$698,591,0004
Number of Managed Accounts$63,285,0004
Personal Trust and Agency Accounts$36,264,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,043,0005
Employee Benefit-defined Benefit Accounts$159,00017
Number of other employee benefit and retirement-related accounts$7,551,0002
Corporate Trust and Agency Accounts$3,534,0001
Number of managed investment management and investment advisory agency accounts$13,830,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$904,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$635,306,0003
Personal Trust and Agency Accounts$4,499,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,328,0004
Employee Benefit-defined Benefit Accounts$165,00028
Number non-managed other employee benefit and retirement-related accounts$520,125,0003
Corporate Trust and Agency Accounts$100,078,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$111,00033
Memoranda
Custody and Safekeeping Accounts$457,082,0005
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$687,847,0004
Number of Managed Accounts$63,359,0004
Personal Trust and Agency Accounts$36,654,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,040,0005
Employee Benefit-defined Benefit Accounts$163,00016
Number of other employee benefit and retirement-related accounts$7,425,0002
Corporate Trust and Agency Accounts$3,508,0001
Number of managed investment management and investment advisory agency accounts$13,399,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,170,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$624,488,0003
Personal Trust and Agency Accounts$1,690,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,350,0004
Employee Benefit-defined Benefit Accounts$156,00028
Number non-managed other employee benefit and retirement-related accounts$513,882,0003
Corporate Trust and Agency Accounts$98,249,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$161,00028
Memoranda
Custody and Safekeeping Accounts$455,722,0005
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$748,061,0004
Number of Managed Accounts$62,617,0005
Personal Trust and Agency Accounts$36,182,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,111,0004
Employee Benefit-defined Benefit Accounts$175,00017
Number of other employee benefit and retirement-related accounts$7,299,0002
Corporate Trust and Agency Accounts$3,587,0001
Number of managed investment management and investment advisory agency accounts$13,063,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,200,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$685,444,0003
Personal Trust and Agency Accounts$1,720,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,110,0004
Employee Benefit-defined Benefit Accounts$163,00027
Number non-managed other employee benefit and retirement-related accounts$575,934,0003
Corporate Trust and Agency Accounts$97,075,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$442,00022
Memoranda
Custody and Safekeeping Accounts$230,459,0007
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$769,646,0004
Number of Managed Accounts$62,657,0005
Personal Trust and Agency Accounts$36,922,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,117,0003
Employee Benefit-defined Benefit Accounts$182,00015
Number of other employee benefit and retirement-related accounts$7,246,0002
Corporate Trust and Agency Accounts$3,054,0001
Number of managed investment management and investment advisory agency accounts$12,938,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,198,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$706,989,0003
Personal Trust and Agency Accounts$1,723,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,248,0005
Employee Benefit-defined Benefit Accounts$254,00022
Number non-managed other employee benefit and retirement-related accounts$600,612,0003
Corporate Trust and Agency Accounts$94,742,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$410,00017
Memoranda
Custody and Safekeeping Accounts$227,990,0007
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$764,043,0004
Number of Managed Accounts$64,191,0004
Personal Trust and Agency Accounts$37,356,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,114,0002
Employee Benefit-defined Benefit Accounts$187,00014
Number of other employee benefit and retirement-related accounts$7,186,0002
Corporate Trust and Agency Accounts$3,139,0001
Number of managed investment management and investment advisory agency accounts$12,722,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,487,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$699,852,0003
Personal Trust and Agency Accounts$1,740,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,326,0005
Employee Benefit-defined Benefit Accounts$252,00021
Number non-managed other employee benefit and retirement-related accounts$593,756,0003
Corporate Trust and Agency Accounts$94,395,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$383,00019
Memoranda
Custody and Safekeeping Accounts$225,466,0007
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$755,603,0004
Number of Managed Accounts$64,612,0005
Personal Trust and Agency Accounts$38,384,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,144,0003
Employee Benefit-defined Benefit Accounts$191,00017
Number of other employee benefit and retirement-related accounts$7,126,0001
Corporate Trust and Agency Accounts$3,222,0001
Number of managed investment management and investment advisory agency accounts$13,311,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,234,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$690,991,0003
Personal Trust and Agency Accounts$1,785,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,423,0005
Employee Benefit-defined Benefit Accounts$281,00021
Number non-managed other employee benefit and retirement-related accounts$584,743,0003
Corporate Trust and Agency Accounts$94,369,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$390,00019
Memoranda
Custody and Safekeeping Accounts$222,988,0007
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,025,073,0004
Number of Managed Accounts$64,245,0005
Personal Trust and Agency Accounts$38,970,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,129,0002
Employee Benefit-defined Benefit Accounts$179,00019
Number of other employee benefit and retirement-related accounts$7,047,0001
Corporate Trust and Agency Accounts$3,268,0001
Number of managed investment management and investment advisory agency accounts$12,406,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,246,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$960,828,0003
Personal Trust and Agency Accounts$1,841,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,145,0003
Employee Benefit-defined Benefit Accounts$300,00022
Number non-managed other employee benefit and retirement-related accounts$840,894,0003
Corporate Trust and Agency Accounts$96,264,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$384,00023
Memoranda
Custody and Safekeeping Accounts$238,999,0007
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,011,899,0004
Number of Managed Accounts$63,369,0006
Personal Trust and Agency Accounts$38,637,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,187,0004
Employee Benefit-defined Benefit Accounts$174,00018
Number of other employee benefit and retirement-related accounts$6,988,0001
Corporate Trust and Agency Accounts$2,927,0002
Number of managed investment management and investment advisory agency accounts$12,221,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,235,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$948,530,0003
Personal Trust and Agency Accounts$1,782,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,217,0003
Employee Benefit-defined Benefit Accounts$266,00023
Number non-managed other employee benefit and retirement-related accounts$832,307,0003
Corporate Trust and Agency Accounts$90,617,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$341,00022
Memoranda
Custody and Safekeeping Accounts$236,708,0008
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,019,574,0004
Number of Managed Accounts$63,860,0005
Personal Trust and Agency Accounts$39,103,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,258,0004
Employee Benefit-defined Benefit Accounts$178,00018
Number of other employee benefit and retirement-related accounts$6,950,0001
Corporate Trust and Agency Accounts$2,936,0002
Number of managed investment management and investment advisory agency accounts$12,096,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,339,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$955,714,0003
Personal Trust and Agency Accounts$1,826,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,801,0003
Employee Benefit-defined Benefit Accounts$317,00021
Number non-managed other employee benefit and retirement-related accounts$842,000,0003
Corporate Trust and Agency Accounts$87,467,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$303,00022
Memoranda
Custody and Safekeeping Accounts$219,811,0009
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,022,126,0004
Number of Managed Accounts$64,326,0006
Personal Trust and Agency Accounts$39,481,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,004,0003
Employee Benefit-defined Benefit Accounts$175,00018
Number of other employee benefit and retirement-related accounts$6,854,0001
Corporate Trust and Agency Accounts$2,730,0002
Number of managed investment management and investment advisory agency accounts$11,789,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,293,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$957,800,0003
Personal Trust and Agency Accounts$1,928,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,046,0003
Employee Benefit-defined Benefit Accounts$445,00018
Number non-managed other employee benefit and retirement-related accounts$838,466,0003
Corporate Trust and Agency Accounts$90,567,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$348,00022
Memoranda
Custody and Safekeeping Accounts$228,734,0009
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,031,759,0004
Number of Managed Accounts$64,953,0004
Personal Trust and Agency Accounts$39,957,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,160,0004
Employee Benefit-defined Benefit Accounts$184,00018
Number of other employee benefit and retirement-related accounts$6,753,0001
Corporate Trust and Agency Accounts$2,823,0002
Number of managed investment management and investment advisory agency accounts$11,738,0005
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,338,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$966,806,0003
Personal Trust and Agency Accounts$1,980,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,366,0003
Employee Benefit-defined Benefit Accounts$171,00028
Number non-managed other employee benefit and retirement-related accounts$842,385,0003
Corporate Trust and Agency Accounts$95,558,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$346,00027
Memoranda
Custody and Safekeeping Accounts$220,132,0009
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,005,079,0004
Number of Managed Accounts$64,817,0005
Personal Trust and Agency Accounts$40,202,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,326,0004
Employee Benefit-defined Benefit Accounts$187,00018
Number of other employee benefit and retirement-related accounts$6,664,0001
Corporate Trust and Agency Accounts$2,705,0002
Number of managed investment management and investment advisory agency accounts$11,484,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,249,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$940,262,0003
Personal Trust and Agency Accounts$2,220,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,659,0003
Employee Benefit-defined Benefit Accounts$197,00023
Number non-managed other employee benefit and retirement-related accounts$807,865,0003
Corporate Trust and Agency Accounts$104,007,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$314,00023
Memoranda
Custody and Safekeeping Accounts$222,379,0009
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,010,888,0004
Number of Managed Accounts$63,651,0005
Personal Trust and Agency Accounts$40,068,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,656,0003
Employee Benefit-defined Benefit Accounts$189,00018
Number of other employee benefit and retirement-related accounts$6,620,0001
Corporate Trust and Agency Accounts$2,035,0003
Number of managed investment management and investment advisory agency accounts$11,767,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,316,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$947,237,0003
Personal Trust and Agency Accounts$2,372,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,865,0003
Employee Benefit-defined Benefit Accounts$185,00027
Number non-managed other employee benefit and retirement-related accounts$814,625,0003
Corporate Trust and Agency Accounts$103,830,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$360,00020
Memoranda
Custody and Safekeeping Accounts$224,414,0009
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$1,007,335,0004
Number of Managed Accounts$62,892,0005
Personal Trust and Agency Accounts$39,267,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,823,0003
Employee Benefit-defined Benefit Accounts$203,00018
Number of other employee benefit and retirement-related accounts$6,566,0001
Corporate Trust and Agency Accounts$2,060,0003
Number of managed investment management and investment advisory agency accounts$11,647,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,326,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$944,443,0003
Personal Trust and Agency Accounts$2,444,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,788,0004
Employee Benefit-defined Benefit Accounts$286,00023
Number non-managed other employee benefit and retirement-related accounts$813,004,0003
Corporate Trust and Agency Accounts$101,561,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$360,00018
Memoranda
Custody and Safekeeping Accounts$223,586,0009
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$973,513,0004
Number of Managed Accounts$64,223,0005
Personal Trust and Agency Accounts$39,959,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,299,0003
Employee Benefit-defined Benefit Accounts$235,00017
Number of other employee benefit and retirement-related accounts$6,597,0001
Corporate Trust and Agency Accounts$2,093,0003
Number of managed investment management and investment advisory agency accounts$11,715,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,325,0008
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$909,290,0003
Personal Trust and Agency Accounts$2,523,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,598,0004
Employee Benefit-defined Benefit Accounts$410,00022
Number non-managed other employee benefit and retirement-related accounts$804,394,0003
Corporate Trust and Agency Accounts$76,012,0001
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$353,00021
Memoranda
Custody and Safekeeping Accounts$219,800,00010
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$93,849,0007
Number of Managed Accounts$64,638,0004
Personal Trust and Agency Accounts$41,344,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,125,0001
Employee Benefit-defined Benefit Accounts$310,00012
Number of other employee benefit and retirement-related accounts$6,913,0002
Corporate Trust and Agency Accounts$300,0007
Number of managed investment management and investment advisory agency accounts$11,468,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$178,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,211,00010
Personal Trust and Agency Accounts$4,108,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,941,0004
Employee Benefit-defined Benefit Accounts$815,0009
Number non-managed other employee benefit and retirement-related accounts$3,821,00011
Corporate Trust and Agency Accounts$14,518,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$8,000155
Memoranda
Custody and Safekeeping Accounts$14,179,00010
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA