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Wells Fargo Bank, Number of Fiduciary and Related Asset Accounts

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$153,981,0006
Number of Managed Accounts$99,760,0003
Personal Trust and Agency Accounts$37,742,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$78,00051
Employee Benefit-defined Benefit Accounts$259,0007
Number of other employee benefit and retirement-related accounts$11,463,0009
Corporate Trust and Agency Accounts$969,0002
Number of managed investment management and investment advisory agency accounts$42,139,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,083,0002
Other Fiduciary Accounts$27,00030
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,463,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$54,221,0007
Personal Trust and Agency Accounts$685,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,917,0005
Employee Benefit-defined Benefit Accounts$1,805,0003
Number non-managed other employee benefit and retirement-related accounts$1,885,00011
Corporate Trust and Agency Accounts$46,064,0003
Number of investment management and advisory agency accounts, non-managed assets$205,00013
Number (#) individual retirement, health savings, and other similar accounts$96,00013
Other Fiduciary Accounts$564,00010
Memoranda
Custody and Safekeeping Accounts$24,352,00015
Fiduciary Accounts Held in Foreign Offices$275,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$1,885,00021
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$156,156,0006
Number of Managed Accounts$101,501,0003
Personal Trust and Agency Accounts$37,998,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00048
Employee Benefit-defined Benefit Accounts$266,0007
Number of other employee benefit and retirement-related accounts$11,708,0008
Corporate Trust and Agency Accounts$968,0002
Number of managed investment management and investment advisory agency accounts$43,244,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,209,0002
Other Fiduciary Accounts$27,00030
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,708,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$15,201,0006
Number of Non-Managed Accounts$54,655,0007
Personal Trust and Agency Accounts$713,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,930,0004
Employee Benefit-defined Benefit Accounts$1,870,0003
Number non-managed other employee benefit and retirement-related accounts$1,938,0009
Corporate Trust and Agency Accounts$46,317,0003
Number of investment management and advisory agency accounts, non-managed assets$208,00014
Number (#) individual retirement, health savings, and other similar accounts$97,00013
Other Fiduciary Accounts$582,00012
Memoranda
Custody and Safekeeping Accounts$24,511,00016
Fiduciary Accounts Held in Foreign Offices$310,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$1,938,00021
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$157,265,0008
Number of Managed Accounts$102,258,0004
Personal Trust and Agency Accounts$38,834,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00049
Employee Benefit-defined Benefit Accounts$270,0007
Number of other employee benefit and retirement-related accounts$11,736,0009
Corporate Trust and Agency Accounts$980,0002
Number of managed investment management and investment advisory agency accounts$43,112,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,218,0002
Other Fiduciary Accounts$27,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,736,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$55,007,0008
Personal Trust and Agency Accounts$732,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,085,0004
Employee Benefit-defined Benefit Accounts$1,895,0003
Number non-managed other employee benefit and retirement-related accounts$1,947,00010
Corporate Trust and Agency Accounts$46,446,0003
Number of investment management and advisory agency accounts, non-managed assets$215,00014
Number (#) individual retirement, health savings, and other similar accounts$94,00012
Other Fiduciary Accounts$593,00010
Memoranda
Custody and Safekeeping Accounts$24,817,00016
Fiduciary Accounts Held in Foreign Offices$325,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$1,947,00021
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$158,779,0007
Number of Managed Accounts$103,111,0004
Personal Trust and Agency Accounts$39,595,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00046
Employee Benefit-defined Benefit Accounts$278,0007
Number of other employee benefit and retirement-related accounts$11,790,0009
Corporate Trust and Agency Accounts$982,0002
Number of managed investment management and investment advisory agency accounts$43,103,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,255,0002
Other Fiduciary Accounts$26,00027
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,790,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$55,668,0007
Personal Trust and Agency Accounts$749,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,105,0003
Employee Benefit-defined Benefit Accounts$1,909,0003
Number non-managed other employee benefit and retirement-related accounts$1,904,0009
Corporate Trust and Agency Accounts$47,063,0003
Number of investment management and advisory agency accounts, non-managed assets$235,00014
Number (#) individual retirement, health savings, and other similar accounts$101,00012
Other Fiduciary Accounts$602,00010
Memoranda
Custody and Safekeeping Accounts$25,085,00015
Fiduciary Accounts Held in Foreign Offices$318,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$1,904,00020
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$159,171,0007
Number of Managed Accounts$102,742,0004
Personal Trust and Agency Accounts$39,469,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$85,00044
Employee Benefit-defined Benefit Accounts$282,0007
Number of other employee benefit and retirement-related accounts$11,853,0009
Corporate Trust and Agency Accounts$980,0002
Number of managed investment management and investment advisory agency accounts$42,838,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,208,0002
Other Fiduciary Accounts$27,00027
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,853,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$56,429,0008
Personal Trust and Agency Accounts$756,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,302,0003
Employee Benefit-defined Benefit Accounts$1,902,0003
Number non-managed other employee benefit and retirement-related accounts$1,942,00010
Corporate Trust and Agency Accounts$47,588,0003
Number of investment management and advisory agency accounts, non-managed assets$233,00012
Number (#) individual retirement, health savings, and other similar accounts$101,00013
Other Fiduciary Accounts$605,00011
Memoranda
Custody and Safekeeping Accounts$24,910,00015
Fiduciary Accounts Held in Foreign Offices$323,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$1,942,00021
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$164,598,0007
Number of Managed Accounts$103,463,0004
Personal Trust and Agency Accounts$39,529,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00042
Employee Benefit-defined Benefit Accounts$282,0007
Number of other employee benefit and retirement-related accounts$11,888,0009
Corporate Trust and Agency Accounts$967,0002
Number of managed investment management and investment advisory agency accounts$43,366,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,315,0002
Other Fiduciary Accounts$26,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,888,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$18,564,0006
Number of Non-Managed Accounts$61,135,0007
Personal Trust and Agency Accounts$788,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,289,0003
Employee Benefit-defined Benefit Accounts$1,956,0003
Number non-managed other employee benefit and retirement-related accounts$1,943,00010
Corporate Trust and Agency Accounts$52,206,0003
Number of investment management and advisory agency accounts, non-managed assets$236,00012
Number (#) individual retirement, health savings, and other similar accounts$100,00013
Other Fiduciary Accounts$617,00013
Memoranda
Custody and Safekeeping Accounts$23,841,00015
Fiduciary Accounts Held in Foreign Offices$310,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$1,943,00021
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$164,329,0007
Number of Managed Accounts$102,895,0004
Personal Trust and Agency Accounts$39,686,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00042
Employee Benefit-defined Benefit Accounts$284,0007
Number of other employee benefit and retirement-related accounts$11,827,0009
Corporate Trust and Agency Accounts$835,0002
Number of managed investment management and investment advisory agency accounts$42,864,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,280,0002
Other Fiduciary Accounts$29,00026
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,827,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$61,434,0007
Personal Trust and Agency Accounts$795,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,390,0003
Employee Benefit-defined Benefit Accounts$2,036,0003
Number non-managed other employee benefit and retirement-related accounts$1,966,00011
Corporate Trust and Agency Accounts$52,263,0003
Number of investment management and advisory agency accounts, non-managed assets$238,00012
Number (#) individual retirement, health savings, and other similar accounts$109,00013
Other Fiduciary Accounts$637,00011
Memoranda
Custody and Safekeeping Accounts$23,756,00015
Fiduciary Accounts Held in Foreign Offices$284,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$1,966,00022
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$163,567,0007
Number of Managed Accounts$102,748,0004
Personal Trust and Agency Accounts$40,127,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00042
Employee Benefit-defined Benefit Accounts$294,0007
Number of other employee benefit and retirement-related accounts$11,808,0009
Corporate Trust and Agency Accounts$812,0002
Number of managed investment management and investment advisory agency accounts$42,398,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,189,0002
Other Fiduciary Accounts$29,00027
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,808,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$60,819,0007
Personal Trust and Agency Accounts$816,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,317,0003
Employee Benefit-defined Benefit Accounts$2,040,0003
Number non-managed other employee benefit and retirement-related accounts$2,014,00011
Corporate Trust and Agency Accounts$51,628,0003
Number of investment management and advisory agency accounts, non-managed assets$256,00011
Number (#) individual retirement, health savings, and other similar accounts$109,00013
Other Fiduciary Accounts$639,00012
Memoranda
Custody and Safekeeping Accounts$24,224,00015
Fiduciary Accounts Held in Foreign Offices$271,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$2,014,00020
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$163,630,0007
Number of Managed Accounts$102,201,0004
Personal Trust and Agency Accounts$40,273,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00042
Employee Benefit-defined Benefit Accounts$293,0007
Number of other employee benefit and retirement-related accounts$11,501,0009
Corporate Trust and Agency Accounts$824,0002
Number of managed investment management and investment advisory agency accounts$41,793,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,117,0002
Other Fiduciary Accounts$307,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,501,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$61,429,0007
Personal Trust and Agency Accounts$829,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,371,0002
Employee Benefit-defined Benefit Accounts$2,069,0003
Number non-managed other employee benefit and retirement-related accounts$441,00028
Corporate Trust and Agency Accounts$52,080,0003
Number of investment management and advisory agency accounts, non-managed assets$271,00010
Number (#) individual retirement, health savings, and other similar accounts$107,00012
Other Fiduciary Accounts$2,261,0005
Memoranda
Custody and Safekeeping Accounts$19,513,00015
Fiduciary Accounts Held in Foreign Offices$264,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$441,00041
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$165,669,0007
Number of Managed Accounts$102,986,0004
Personal Trust and Agency Accounts$40,556,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00042
Employee Benefit-defined Benefit Accounts$293,0007
Number of other employee benefit and retirement-related accounts$11,549,0009
Corporate Trust and Agency Accounts$839,0002
Number of managed investment management and investment advisory agency accounts$42,224,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,120,0002
Other Fiduciary Accounts$310,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,549,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$20,094,0005
Number of Non-Managed Accounts$62,683,0007
Personal Trust and Agency Accounts$858,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,382,0002
Employee Benefit-defined Benefit Accounts$2,090,0003
Number non-managed other employee benefit and retirement-related accounts$464,00030
Corporate Trust and Agency Accounts$53,145,0003
Number of investment management and advisory agency accounts, non-managed assets$274,00010
Number (#) individual retirement, health savings, and other similar accounts$114,00010
Other Fiduciary Accounts$2,356,0007
Memoranda
Custody and Safekeeping Accounts$19,650,00015
Fiduciary Accounts Held in Foreign Offices$278,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$464,00044
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$166,965,0007
Number of Managed Accounts$103,066,0004
Personal Trust and Agency Accounts$41,088,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00039
Employee Benefit-defined Benefit Accounts$241,0007
Number of other employee benefit and retirement-related accounts$11,481,0009
Corporate Trust and Agency Accounts$882,0002
Number of managed investment management and investment advisory agency accounts$41,925,0005
Number of foundation and endowment trust and agency accounts, managed assets$7,040,0002
Other Fiduciary Accounts$311,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,481,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$63,899,0007
Personal Trust and Agency Accounts$876,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,510,0002
Employee Benefit-defined Benefit Accounts$2,121,0003
Number non-managed other employee benefit and retirement-related accounts$491,00026
Corporate Trust and Agency Accounts$54,061,0003
Number of investment management and advisory agency accounts, non-managed assets$288,0009
Number (#) individual retirement, health savings, and other similar accounts$111,00010
Other Fiduciary Accounts$2,441,0004
Memoranda
Custody and Safekeeping Accounts$32,161,00015
Fiduciary Accounts Held in Foreign Offices$272,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$12,994,00016
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$167,878,0007
Number of Managed Accounts$102,888,0004
Personal Trust and Agency Accounts$41,532,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00037
Employee Benefit-defined Benefit Accounts$246,0007
Number of other employee benefit and retirement-related accounts$11,333,0009
Corporate Trust and Agency Accounts$913,0002
Number of managed investment management and investment advisory agency accounts$41,547,0005
Number of foundation and endowment trust and agency accounts, managed assets$6,910,0002
Other Fiduciary Accounts$304,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,333,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$64,990,0007
Personal Trust and Agency Accounts$884,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,714,0002
Employee Benefit-defined Benefit Accounts$2,095,0003
Number non-managed other employee benefit and retirement-related accounts$512,00027
Corporate Trust and Agency Accounts$54,881,0002
Number of investment management and advisory agency accounts, non-managed assets$299,0008
Number (#) individual retirement, health savings, and other similar accounts$111,00010
Other Fiduciary Accounts$2,494,0004
Memoranda
Custody and Safekeeping Accounts$221,760,0008
Fiduciary Accounts Held in Foreign Offices$230,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$202,498,0007
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$167,799,0007
Number of Managed Accounts$101,874,0004
Personal Trust and Agency Accounts$41,823,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00039
Employee Benefit-defined Benefit Accounts$244,0007
Number of other employee benefit and retirement-related accounts$11,191,0009
Corporate Trust and Agency Accounts$931,0002
Number of managed investment management and investment advisory agency accounts$40,533,0005
Number of foundation and endowment trust and agency accounts, managed assets$6,739,0002
Other Fiduciary Accounts$311,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,191,0009
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$65,925,0007
Personal Trust and Agency Accounts$905,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,017,0002
Employee Benefit-defined Benefit Accounts$2,117,0003
Number non-managed other employee benefit and retirement-related accounts$560,00026
Corporate Trust and Agency Accounts$55,259,0002
Number of investment management and advisory agency accounts, non-managed assets$308,0008
Number (#) individual retirement, health savings, and other similar accounts$113,00010
Other Fiduciary Accounts$2,646,0004
Memoranda
Custody and Safekeeping Accounts$221,658,0008
Fiduciary Accounts Held in Foreign Offices$231,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$202,463,0007
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$169,798,0007
Number of Managed Accounts$102,509,0004
Personal Trust and Agency Accounts$42,322,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00039
Employee Benefit-defined Benefit Accounts$252,0007
Number of other employee benefit and retirement-related accounts$11,169,0008
Corporate Trust and Agency Accounts$929,0002
Number of managed investment management and investment advisory agency accounts$40,700,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,722,0002
Other Fiduciary Accounts$312,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,169,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$22,534,0007
Number of Non-Managed Accounts$67,289,0007
Personal Trust and Agency Accounts$912,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,079,0002
Employee Benefit-defined Benefit Accounts$2,238,0003
Number non-managed other employee benefit and retirement-related accounts$566,00028
Corporate Trust and Agency Accounts$56,351,0002
Number of investment management and advisory agency accounts, non-managed assets$312,0008
Number (#) individual retirement, health savings, and other similar accounts$132,00010
Other Fiduciary Accounts$2,699,0006
Memoranda
Custody and Safekeeping Accounts$208,039,0008
Fiduciary Accounts Held in Foreign Offices$231,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$188,768,0007
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$170,155,0007
Number of Managed Accounts$102,117,0004
Personal Trust and Agency Accounts$42,812,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00039
Employee Benefit-defined Benefit Accounts$253,0007
Number of other employee benefit and retirement-related accounts$11,081,0008
Corporate Trust and Agency Accounts$938,0002
Number of managed investment management and investment advisory agency accounts$40,003,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,619,0002
Other Fiduciary Accounts$307,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$11,081,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$68,038,0007
Personal Trust and Agency Accounts$917,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,109,0002
Employee Benefit-defined Benefit Accounts$2,302,0003
Number non-managed other employee benefit and retirement-related accounts$563,00022
Corporate Trust and Agency Accounts$56,926,0002
Number of investment management and advisory agency accounts, non-managed assets$334,0008
Number (#) individual retirement, health savings, and other similar accounts$134,0009
Other Fiduciary Accounts$2,753,0004
Memoranda
Custody and Safekeeping Accounts$200,351,0009
Fiduciary Accounts Held in Foreign Offices$168,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$181,166,0008
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$169,987,0007
Number of Managed Accounts$101,893,0004
Personal Trust and Agency Accounts$43,371,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00041
Employee Benefit-defined Benefit Accounts$316,0005
Number of other employee benefit and retirement-related accounts$10,955,0009
Corporate Trust and Agency Accounts$949,0002
Number of managed investment management and investment advisory agency accounts$39,328,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,569,0002
Other Fiduciary Accounts$300,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,955,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$68,094,0006
Personal Trust and Agency Accounts$924,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,264,0002
Employee Benefit-defined Benefit Accounts$2,202,0003
Number non-managed other employee benefit and retirement-related accounts$576,00021
Corporate Trust and Agency Accounts$56,833,0002
Number of investment management and advisory agency accounts, non-managed assets$349,0008
Number (#) individual retirement, health savings, and other similar accounts$143,0009
Other Fiduciary Accounts$2,803,0003
Memoranda
Custody and Safekeeping Accounts$195,149,0009
Fiduciary Accounts Held in Foreign Offices$165,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$176,071,0008
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$170,673,0006
Number of Managed Accounts$101,276,0003
Personal Trust and Agency Accounts$43,737,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00038
Employee Benefit-defined Benefit Accounts$315,0006
Number of other employee benefit and retirement-related accounts$10,810,0008
Corporate Trust and Agency Accounts$1,020,0002
Number of managed investment management and investment advisory agency accounts$38,446,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,521,0002
Other Fiduciary Accounts$313,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,810,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$69,397,0007
Personal Trust and Agency Accounts$948,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,418,0002
Employee Benefit-defined Benefit Accounts$2,256,0003
Number non-managed other employee benefit and retirement-related accounts$597,00023
Corporate Trust and Agency Accounts$56,890,0002
Number of investment management and advisory agency accounts, non-managed assets$353,0007
Number (#) individual retirement, health savings, and other similar accounts$168,0009
Other Fiduciary Accounts$3,767,0005
Memoranda
Custody and Safekeeping Accounts$189,494,0009
Fiduciary Accounts Held in Foreign Offices$232,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$171,023,0008
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$170,110,0006
Number of Managed Accounts$102,117,0003
Personal Trust and Agency Accounts$44,278,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00036
Employee Benefit-defined Benefit Accounts$317,0006
Number of other employee benefit and retirement-related accounts$10,712,0008
Corporate Trust and Agency Accounts$1,006,0002
Number of managed investment management and investment advisory agency accounts$38,720,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,651,0002
Other Fiduciary Accounts$315,0005
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,712,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$24,219,0007
Number of Non-Managed Accounts$67,993,0007
Personal Trust and Agency Accounts$991,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,474,0002
Employee Benefit-defined Benefit Accounts$2,337,0003
Number non-managed other employee benefit and retirement-related accounts$620,00029
Corporate Trust and Agency Accounts$55,482,0002
Number of investment management and advisory agency accounts, non-managed assets$135,00014
Number (#) individual retirement, health savings, and other similar accounts$156,00010
Other Fiduciary Accounts$3,798,0005
Memoranda
Custody and Safekeeping Accounts$177,742,0009
Fiduciary Accounts Held in Foreign Offices$131,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$159,304,00010
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$169,485,0006
Number of Managed Accounts$101,858,0003
Personal Trust and Agency Accounts$44,890,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00036
Employee Benefit-defined Benefit Accounts$316,0005
Number of other employee benefit and retirement-related accounts$10,519,0008
Corporate Trust and Agency Accounts$1,043,0002
Number of managed investment management and investment advisory agency accounts$38,046,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,610,0002
Other Fiduciary Accounts$315,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,519,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$67,627,0007
Personal Trust and Agency Accounts$997,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,530,0002
Employee Benefit-defined Benefit Accounts$2,391,0004
Number non-managed other employee benefit and retirement-related accounts$611,00024
Corporate Trust and Agency Accounts$55,057,0002
Number of investment management and advisory agency accounts, non-managed assets$104,00022
Number (#) individual retirement, health savings, and other similar accounts$159,0009
Other Fiduciary Accounts$3,778,0005
Memoranda
Custody and Safekeeping Accounts$177,001,0009
Fiduciary Accounts Held in Foreign Offices$121,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$158,685,0009
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$170,948,0006
Number of Managed Accounts$101,559,0003
Personal Trust and Agency Accounts$45,496,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00032
Employee Benefit-defined Benefit Accounts$323,0006
Number of other employee benefit and retirement-related accounts$10,387,0008
Corporate Trust and Agency Accounts$1,039,0003
Number of managed investment management and investment advisory agency accounts$37,287,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,581,0003
Other Fiduciary Accounts$326,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,387,0008
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$69,389,0009
Personal Trust and Agency Accounts$1,003,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,654,0002
Employee Benefit-defined Benefit Accounts$2,361,0004
Number non-managed other employee benefit and retirement-related accounts$622,00024
Corporate Trust and Agency Accounts$56,630,0003
Number of investment management and advisory agency accounts, non-managed assets$102,00023
Number (#) individual retirement, health savings, and other similar accounts$157,00010
Other Fiduciary Accounts$3,860,0005
Memoranda
Custody and Safekeeping Accounts$177,013,0009
Fiduciary Accounts Held in Foreign Offices$122,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$158,761,0009
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$171,592,0006
Number of Managed Accounts$101,400,0003
Personal Trust and Agency Accounts$46,213,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00032
Employee Benefit-defined Benefit Accounts$326,0006
Number of other employee benefit and retirement-related accounts$10,277,0008
Corporate Trust and Agency Accounts$867,0003
Number of managed investment management and investment advisory agency accounts$36,689,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,570,0003
Other Fiduciary Accounts$335,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$10,277,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$70,192,00010
Personal Trust and Agency Accounts$961,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,958,0003
Employee Benefit-defined Benefit Accounts$2,443,0004
Number non-managed other employee benefit and retirement-related accounts$631,00027
Corporate Trust and Agency Accounts$56,994,0004
Number of investment management and advisory agency accounts, non-managed assets$95,00023
Number (#) individual retirement, health savings, and other similar accounts$163,00010
Other Fiduciary Accounts$3,947,0005
Memoranda
Custody and Safekeeping Accounts$177,393,0009
Fiduciary Accounts Held in Foreign Offices$112,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$158,993,0009
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$174,345,0006
Number of Managed Accounts$102,737,0003
Personal Trust and Agency Accounts$46,983,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$131,00032
Employee Benefit-defined Benefit Accounts$325,0006
Number of other employee benefit and retirement-related accounts$10,259,0008
Corporate Trust and Agency Accounts$963,0002
Number of managed investment management and investment advisory agency accounts$37,058,0004
Number of foundation and endowment trust and agency accounts, managed assets$6,677,0003
Other Fiduciary Accounts$341,0004
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,259,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$26,013,0007
Number of Non-Managed Accounts$71,608,00010
Personal Trust and Agency Accounts$953,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,045,0003
Employee Benefit-defined Benefit Accounts$2,470,0003
Number non-managed other employee benefit and retirement-related accounts$667,00032
Corporate Trust and Agency Accounts$58,240,0004
Number of investment management and advisory agency accounts, non-managed assets$80,00029
Number (#) individual retirement, health savings, and other similar accounts$173,00011
Other Fiduciary Accounts$3,980,0005
Memoranda
Custody and Safekeeping Accounts$168,185,0009
Fiduciary Accounts Held in Foreign Offices$122,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$149,717,00010
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$176,517,0006
Number of Managed Accounts$103,132,0003
Personal Trust and Agency Accounts$48,153,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00023
Employee Benefit-defined Benefit Accounts$324,0006
Number of other employee benefit and retirement-related accounts$10,173,0007
Corporate Trust and Agency Accounts$1,083,0002
Number of managed investment management and investment advisory agency accounts$37,094,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,806,0003
Other Fiduciary Accounts$351,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,173,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$73,385,00010
Personal Trust and Agency Accounts$977,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,317,0004
Employee Benefit-defined Benefit Accounts$2,590,0003
Number non-managed other employee benefit and retirement-related accounts$725,00023
Corporate Trust and Agency Accounts$59,324,0004
Number of investment management and advisory agency accounts, non-managed assets$96,00022
Number (#) individual retirement, health savings, and other similar accounts$252,0008
Other Fiduciary Accounts$4,104,0005
Memoranda
Custody and Safekeeping Accounts$164,349,00010
Fiduciary Accounts Held in Foreign Offices$119,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$147,171,00011
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$178,965,0006
Number of Managed Accounts$103,283,0003
Personal Trust and Agency Accounts$49,042,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00023
Employee Benefit-defined Benefit Accounts$326,0006
Number of other employee benefit and retirement-related accounts$10,092,0006
Corporate Trust and Agency Accounts$1,078,0002
Number of managed investment management and investment advisory agency accounts$36,471,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,764,0003
Other Fiduciary Accounts$355,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,092,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$75,682,00010
Personal Trust and Agency Accounts$1,003,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,405,0004
Employee Benefit-defined Benefit Accounts$2,588,0003
Number non-managed other employee benefit and retirement-related accounts$719,00023
Corporate Trust and Agency Accounts$61,063,0004
Number of investment management and advisory agency accounts, non-managed assets$85,00026
Number (#) individual retirement, health savings, and other similar accounts$247,0008
Other Fiduciary Accounts$4,572,0005
Memoranda
Custody and Safekeeping Accounts$160,806,00010
Fiduciary Accounts Held in Foreign Offices$106,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$143,968,00011
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$179,499,0006
Number of Managed Accounts$103,368,0003
Personal Trust and Agency Accounts$49,988,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$168,00022
Employee Benefit-defined Benefit Accounts$334,0006
Number of other employee benefit and retirement-related accounts$10,005,0006
Corporate Trust and Agency Accounts$1,088,0002
Number of managed investment management and investment advisory agency accounts$35,750,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,678,0003
Other Fiduciary Accounts$357,0006
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,005,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$76,131,00010
Personal Trust and Agency Accounts$1,074,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,798,0003
Employee Benefit-defined Benefit Accounts$2,672,0003
Number non-managed other employee benefit and retirement-related accounts$744,00023
Corporate Trust and Agency Accounts$60,919,0004
Number of investment management and advisory agency accounts, non-managed assets$73,00027
Number (#) individual retirement, health savings, and other similar accounts$264,0008
Other Fiduciary Accounts$4,587,0005
Memoranda
Custody and Safekeeping Accounts$158,367,00010
Fiduciary Accounts Held in Foreign Offices$115,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$141,397,00011
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$184,198,0005
Number of Managed Accounts$105,650,0003
Personal Trust and Agency Accounts$51,194,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$181,00019
Employee Benefit-defined Benefit Accounts$352,0006
Number of other employee benefit and retirement-related accounts$10,130,0006
Corporate Trust and Agency Accounts$969,0003
Number of managed investment management and investment advisory agency accounts$36,644,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,778,0003
Other Fiduciary Accounts$402,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,130,0006
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$27,830,0007
Number of Non-Managed Accounts$78,548,00010
Personal Trust and Agency Accounts$1,103,00014
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,878,0004
Employee Benefit-defined Benefit Accounts$2,637,0003
Number non-managed other employee benefit and retirement-related accounts$761,00028
Corporate Trust and Agency Accounts$63,268,0004
Number of investment management and advisory agency accounts, non-managed assets$78,00027
Number (#) individual retirement, health savings, and other similar accounts$259,0008
Other Fiduciary Accounts$4,564,0005
Memoranda
Custody and Safekeeping Accounts$148,473,00010
Fiduciary Accounts Held in Foreign Offices$119,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$132,874,00011
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$183,807,0005
Number of Managed Accounts$105,825,0002
Personal Trust and Agency Accounts$51,842,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$206,00016
Employee Benefit-defined Benefit Accounts$365,0006
Number of other employee benefit and retirement-related accounts$10,189,0007
Corporate Trust and Agency Accounts$957,0003
Number of managed investment management and investment advisory agency accounts$36,121,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,733,0003
Other Fiduciary Accounts$412,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$10,189,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$77,982,00010
Personal Trust and Agency Accounts$1,075,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,893,0003
Employee Benefit-defined Benefit Accounts$2,561,0003
Number non-managed other employee benefit and retirement-related accounts$804,00022
Corporate Trust and Agency Accounts$62,698,0004
Number of investment management and advisory agency accounts, non-managed assets$79,00024
Number (#) individual retirement, health savings, and other similar accounts$264,0005
Other Fiduciary Accounts$4,608,0005
Memoranda
Custody and Safekeeping Accounts$144,990,00011
Fiduciary Accounts Held in Foreign Offices$116,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$129,530,00012
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$186,933,0005
Number of Managed Accounts$106,579,0002
Personal Trust and Agency Accounts$52,907,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$230,00014
Employee Benefit-defined Benefit Accounts$310,0006
Number of other employee benefit and retirement-related accounts$10,272,0005
Corporate Trust and Agency Accounts$909,0003
Number of managed investment management and investment advisory agency accounts$35,776,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,691,0003
Other Fiduciary Accounts$484,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$10,272,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$80,354,00010
Personal Trust and Agency Accounts$1,144,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,211,0003
Employee Benefit-defined Benefit Accounts$2,617,0003
Number non-managed other employee benefit and retirement-related accounts$814,00022
Corporate Trust and Agency Accounts$63,513,0004
Number of investment management and advisory agency accounts, non-managed assets$84,00022
Number (#) individual retirement, health savings, and other similar accounts$244,0005
Other Fiduciary Accounts$4,727,0005
Memoranda
Custody and Safekeeping Accounts$140,877,00011
Fiduciary Accounts Held in Foreign Offices$109,0009
# of Individual retirement,health savings and similar accounts, non-managed asts$125,432,00010
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$190,032,0005
Number of Managed Accounts$107,875,0002
Personal Trust and Agency Accounts$53,999,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$243,00013
Employee Benefit-defined Benefit Accounts$321,0006
Number of other employee benefit and retirement-related accounts$10,462,0005
Corporate Trust and Agency Accounts$916,0003
Number of managed investment management and investment advisory agency accounts$35,764,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,677,0004
Other Fiduciary Accounts$493,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$10,462,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$82,157,00010
Personal Trust and Agency Accounts$1,202,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,442,0002
Employee Benefit-defined Benefit Accounts$2,685,0003
Number non-managed other employee benefit and retirement-related accounts$854,00021
Corporate Trust and Agency Accounts$63,530,0004
Number of investment management and advisory agency accounts, non-managed assets$89,00023
Number (#) individual retirement, health savings, and other similar accounts$250,0005
Other Fiduciary Accounts$5,105,0005
Memoranda
Custody and Safekeeping Accounts$139,699,00011
Fiduciary Accounts Held in Foreign Offices$108,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$124,089,0009
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$192,161,0005
Number of Managed Accounts$108,779,0002
Personal Trust and Agency Accounts$55,556,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$254,00014
Employee Benefit-defined Benefit Accounts$336,0006
Number of other employee benefit and retirement-related accounts$10,634,0005
Corporate Trust and Agency Accounts$927,0003
Number of managed investment management and investment advisory agency accounts$35,005,0004
Number of foundation and endowment trust and agency accounts, managed assets$5,578,0003
Other Fiduciary Accounts$489,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$10,634,0004
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$31,950,0006
Number of Non-Managed Accounts$83,382,0008
Personal Trust and Agency Accounts$1,215,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,902,0002
Employee Benefit-defined Benefit Accounts$2,659,0003
Number non-managed other employee benefit and retirement-related accounts$887,00023
Corporate Trust and Agency Accounts$64,408,0003
Number of investment management and advisory agency accounts, non-managed assets$112,00015
Number (#) individual retirement, health savings, and other similar accounts$285,0006
Other Fiduciary Accounts$4,914,0004
Memoranda
Custody and Safekeeping Accounts$130,206,00012
Fiduciary Accounts Held in Foreign Offices$134,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$114,185,00011
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$195,333,0005
Number of Managed Accounts$110,414,0002
Personal Trust and Agency Accounts$56,528,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$270,00013
Employee Benefit-defined Benefit Accounts$339,0006
Number of other employee benefit and retirement-related accounts$10,939,0005
Corporate Trust and Agency Accounts$205,0006
Number of managed investment management and investment advisory agency accounts$36,069,0003
Number of foundation and endowment trust and agency accounts, managed assets$5,575,0003
Other Fiduciary Accounts$489,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$10,939,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$84,919,0008
Personal Trust and Agency Accounts$1,238,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,740,0002
Employee Benefit-defined Benefit Accounts$2,628,0003
Number non-managed other employee benefit and retirement-related accounts$924,00020
Corporate Trust and Agency Accounts$64,693,0003
Number of investment management and advisory agency accounts, non-managed assets$143,00011
Number (#) individual retirement, health savings, and other similar accounts$312,0004
Other Fiduciary Accounts$5,241,0004
Memoranda
Custody and Safekeeping Accounts$129,465,00012
Fiduciary Accounts Held in Foreign Offices$122,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$112,363,00010
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$198,796,0005
Number of Managed Accounts$113,701,0002
Personal Trust and Agency Accounts$58,171,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$279,00013
Employee Benefit-defined Benefit Accounts$361,0006
Number of other employee benefit and retirement-related accounts$11,141,0005
Corporate Trust and Agency Accounts$208,0004
Number of managed investment management and investment advisory agency accounts$37,571,0002
Number of foundation and endowment trust and agency accounts, managed assets$5,547,0003
Other Fiduciary Accounts$423,0002
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$11,141,0005
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$85,095,0008
Personal Trust and Agency Accounts$1,311,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,038,0002
Employee Benefit-defined Benefit Accounts$2,631,0003
Number non-managed other employee benefit and retirement-related accounts$963,00019
Corporate Trust and Agency Accounts$65,229,0003
Number of investment management and advisory agency accounts, non-managed assets$216,0005
Number (#) individual retirement, health savings, and other similar accounts$311,0004
Other Fiduciary Accounts$4,396,0004
Memoranda
Custody and Safekeeping Accounts$128,288,00011
Fiduciary Accounts Held in Foreign Offices$123,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$111,002,00010
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$200,902,0004
Number of Managed Accounts$115,313,0002
Personal Trust and Agency Accounts$59,288,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$289,00013
Employee Benefit-defined Benefit Accounts$359,0006
Number of other employee benefit and retirement-related accounts$11,263,0004
Corporate Trust and Agency Accounts$212,0004
Number of managed investment management and investment advisory agency accounts$37,917,0002
Number of foundation and endowment trust and agency accounts, managed assets$5,561,0003
Other Fiduciary Accounts$424,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$11,263,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$85,589,0008
Personal Trust and Agency Accounts$1,320,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,160,0002
Employee Benefit-defined Benefit Accounts$2,633,0003
Number non-managed other employee benefit and retirement-related accounts$933,00019
Corporate Trust and Agency Accounts$65,517,0003
Number of investment management and advisory agency accounts, non-managed assets$314,0005
Number (#) individual retirement, health savings, and other similar accounts$394,0004
Other Fiduciary Accounts$4,318,0004
Memoranda
Custody and Safekeeping Accounts$127,841,00011
Fiduciary Accounts Held in Foreign Offices$11,0008
# of Individual retirement,health savings and similar accounts, non-managed asts$110,616,00010
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$202,248,0004
Number of Managed Accounts$115,692,0002
Personal Trust and Agency Accounts$60,816,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$306,00014
Employee Benefit-defined Benefit Accounts$374,0007
Number of other employee benefit and retirement-related accounts$11,342,0004
Corporate Trust and Agency Accounts$217,0004
Number of managed investment management and investment advisory agency accounts$38,281,0002
Number of foundation and endowment trust and agency accounts, managed assets$3,921,0003
Other Fiduciary Accounts$435,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$11,342,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$38,895,0006
Number of Non-Managed Accounts$86,556,0008
Personal Trust and Agency Accounts$1,372,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,416,0002
Employee Benefit-defined Benefit Accounts$2,660,0003
Number non-managed other employee benefit and retirement-related accounts$950,00023
Corporate Trust and Agency Accounts$66,203,0003
Number of investment management and advisory agency accounts, non-managed assets$347,0006
Number (#) individual retirement, health savings, and other similar accounts$314,0005
Other Fiduciary Accounts$4,294,0005
Memoranda
Custody and Safekeeping Accounts$123,312,00011
Fiduciary Accounts Held in Foreign Offices$11,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$106,184,00010
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$202,836,0004
Number of Managed Accounts$117,163,0002
Personal Trust and Agency Accounts$62,283,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$326,00011
Employee Benefit-defined Benefit Accounts$394,0007
Number of other employee benefit and retirement-related accounts$11,261,0003
Corporate Trust and Agency Accounts$202,0004
Number of managed investment management and investment advisory agency accounts$38,359,0002
Number of foundation and endowment trust and agency accounts, managed assets$3,876,0003
Other Fiduciary Accounts$462,0003
Memoranda
Fiduciary Accounts Held in Foreign Offices$241,0003
Number of Individual retirement, health savings, and similar accounts,managed assets$11,261,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$85,673,0008
Personal Trust and Agency Accounts$1,440,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,863,0003
Employee Benefit-defined Benefit Accounts$2,640,0003
Number non-managed other employee benefit and retirement-related accounts$966,00020
Corporate Trust and Agency Accounts$64,755,0003
Number of investment management and advisory agency accounts, non-managed assets$366,0005
Number (#) individual retirement, health savings, and other similar accounts$309,0005
Other Fiduciary Accounts$4,334,0004
Memoranda
Custody and Safekeeping Accounts$119,550,00012
Fiduciary Accounts Held in Foreign Offices$260,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$103,046,00010
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$202,167,0005
Number of Managed Accounts$117,137,0002
Personal Trust and Agency Accounts$63,463,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$333,00011
Employee Benefit-defined Benefit Accounts$441,0006
Number of other employee benefit and retirement-related accounts$11,112,0003
Corporate Trust and Agency Accounts$203,0005
Number of managed investment management and investment advisory agency accounts$37,298,0002
Number of foundation and endowment trust and agency accounts, managed assets$4,030,0003
Other Fiduciary Accounts$257,0007
Memoranda
Fiduciary Accounts Held in Foreign Offices$254,0003
Number of Individual retirement, health savings, and similar accounts,managed assets$11,112,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$85,030,0008
Personal Trust and Agency Accounts$1,545,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,212,0003
Employee Benefit-defined Benefit Accounts$2,537,0003
Number non-managed other employee benefit and retirement-related accounts$976,00022
Corporate Trust and Agency Accounts$64,802,0003
Number of investment management and advisory agency accounts, non-managed assets$422,0005
Number (#) individual retirement, health savings, and other similar accounts$1,107,0002
Other Fiduciary Accounts$3,429,0004
Memoranda
Custody and Safekeeping Accounts$117,577,00012
Fiduciary Accounts Held in Foreign Offices$264,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$99,911,00010
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$195,970,0005
Number of Managed Accounts$107,192,0002
Personal Trust and Agency Accounts$59,943,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$494,00010
Employee Benefit-defined Benefit Accounts$520,0005
Number of other employee benefit and retirement-related accounts$10,453,0003
Corporate Trust and Agency Accounts$223,0004
Number of managed investment management and investment advisory agency accounts$30,710,0002
Number of foundation and endowment trust and agency accounts, managed assets$4,698,0003
Other Fiduciary Accounts$151,00010
Memoranda
Fiduciary Accounts Held in Foreign Offices$266,0003
Number of Individual retirement, health savings, and similar accounts,managed assets$10,074,0003
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$88,778,0007
Personal Trust and Agency Accounts$1,819,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$11,285,0003
Employee Benefit-defined Benefit Accounts$2,822,0003
Number non-managed other employee benefit and retirement-related accounts$2,457,00013
Corporate Trust and Agency Accounts$65,298,0003
Number of investment management and advisory agency accounts, non-managed assets$1,594,0001
Number (#) individual retirement, health savings, and other similar accounts$489,0003
Other Fiduciary Accounts$3,014,0004
Memoranda
Custody and Safekeeping Accounts$21,958,00017
Fiduciary Accounts Held in Foreign Offices$273,0007
# of Individual retirement,health savings and similar accounts, non-managed asts$775,00025
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$139,836,0007
Number of Managed Accounts$59,404,0005
Personal Trust and Agency Accounts$27,730,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$296,00014
Employee Benefit-defined Benefit Accounts$333,0007
Number of other employee benefit and retirement-related accounts$6,396,0007
Corporate Trust and Agency Accounts$169,0005
Number of managed investment management and investment advisory agency accounts$22,554,0003
Number of foundation and endowment trust and agency accounts, managed assets$1,775,0005
Other Fiduciary Accounts$151,0009
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$6,395,0007
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$16,691,00010
Number of Non-Managed Accounts$80,432,0008
Personal Trust and Agency Accounts$999,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,875,0004
Employee Benefit-defined Benefit Accounts$1,571,0003
Number non-managed other employee benefit and retirement-related accounts$678,00035
Corporate Trust and Agency Accounts$65,760,0003
Number of investment management and advisory agency accounts, non-managed assets$50,00032
Number (#) individual retirement, health savings, and other similar accounts$295,0007
Other Fiduciary Accounts$3,204,0005
Memoranda
Custody and Safekeeping Accounts$12,599,00021
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$680,00035
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$335,606,0005
Number of Managed Accounts$59,273,0005
Personal Trust and Agency Accounts$28,056,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$294,00011
Employee Benefit-defined Benefit Accounts$315,0008
Number of other employee benefit and retirement-related accounts$6,235,0006
Corporate Trust and Agency Accounts$157,0006
Number of managed investment management and investment advisory agency accounts$22,729,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,487,0005
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$276,333,0005
Personal Trust and Agency Accounts$894,00019
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,085,0003
Employee Benefit-defined Benefit Accounts$1,515,0005
Number non-managed other employee benefit and retirement-related accounts$422,00034
Corporate Trust and Agency Accounts$63,337,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$202,080,0001
Memoranda
Custody and Safekeeping Accounts$12,208,00020
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$331,899,0005
Number of Managed Accounts$59,775,0005
Personal Trust and Agency Accounts$28,702,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$312,00012
Employee Benefit-defined Benefit Accounts$317,0009
Number of other employee benefit and retirement-related accounts$6,152,0005
Corporate Trust and Agency Accounts$135,00010
Number of managed investment management and investment advisory agency accounts$22,651,0003
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,506,0005
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$272,124,0005
Personal Trust and Agency Accounts$912,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,005,0003
Employee Benefit-defined Benefit Accounts$1,482,0006
Number non-managed other employee benefit and retirement-related accounts$487,00031
Corporate Trust and Agency Accounts$63,982,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$197,256,0001
Memoranda
Custody and Safekeeping Accounts$12,011,00019
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$326,937,0004
Number of Managed Accounts$60,410,0005
Personal Trust and Agency Accounts$29,421,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$325,00011
Employee Benefit-defined Benefit Accounts$323,0009
Number of other employee benefit and retirement-related accounts$6,121,0004
Corporate Trust and Agency Accounts$86,00010
Number of managed investment management and investment advisory agency accounts$22,693,0004
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,441,0006
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$266,527,0004
Personal Trust and Agency Accounts$933,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,107,0003
Employee Benefit-defined Benefit Accounts$1,456,0006
Number non-managed other employee benefit and retirement-related accounts$515,00030
Corporate Trust and Agency Accounts$65,783,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$189,733,0001
Memoranda
Custody and Safekeeping Accounts$12,079,00020
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$326,718,0005
Number of Managed Accounts$61,271,0005
Personal Trust and Agency Accounts$31,446,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$399,00011
Employee Benefit-defined Benefit Accounts$357,0007
Number of other employee benefit and retirement-related accounts$6,152,0004
Corporate Trust and Agency Accounts$86,00014
Number of managed investment management and investment advisory agency accounts$9,813,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$13,018,0001
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$265,447,0005
Personal Trust and Agency Accounts$906,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,433,0002
Employee Benefit-defined Benefit Accounts$1,500,0006
Number non-managed other employee benefit and retirement-related accounts$13,915,00011
Corporate Trust and Agency Accounts$69,404,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$169,289,0001
Memoranda
Custody and Safekeeping Accounts$10,941,00023
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$315,485,0005
Number of Managed Accounts$61,686,0004
Personal Trust and Agency Accounts$32,396,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$404,00010
Employee Benefit-defined Benefit Accounts$358,0008
Number of other employee benefit and retirement-related accounts$6,067,0004
Corporate Trust and Agency Accounts$87,00011
Number of managed investment management and investment advisory agency accounts$9,812,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,562,0001
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$253,799,0005
Personal Trust and Agency Accounts$928,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,211,0002
Employee Benefit-defined Benefit Accounts$1,514,0005
Number non-managed other employee benefit and retirement-related accounts$14,098,00010
Corporate Trust and Agency Accounts$60,604,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$166,444,0001
Memoranda
Custody and Safekeeping Accounts$10,602,00020
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$308,957,0005
Number of Managed Accounts$61,856,0004
Personal Trust and Agency Accounts$33,085,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$409,00010
Employee Benefit-defined Benefit Accounts$357,0008
Number of other employee benefit and retirement-related accounts$5,931,0004
Corporate Trust and Agency Accounts$86,00011
Number of managed investment management and investment advisory agency accounts$9,734,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,254,0002
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$247,101,0005
Personal Trust and Agency Accounts$953,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,945,0002
Employee Benefit-defined Benefit Accounts$1,571,0005
Number non-managed other employee benefit and retirement-related accounts$14,359,00011
Corporate Trust and Agency Accounts$60,186,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$160,087,0001
Memoranda
Custody and Safekeeping Accounts$10,128,00021
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$287,069,0004
Number of Managed Accounts$61,592,0004
Personal Trust and Agency Accounts$33,546,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$448,0009
Employee Benefit-defined Benefit Accounts$375,0007
Number of other employee benefit and retirement-related accounts$5,829,0004
Corporate Trust and Agency Accounts$70,00013
Number of managed investment management and investment advisory agency accounts$9,610,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,714,0002
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$225,477,0004
Personal Trust and Agency Accounts$964,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,403,0002
Employee Benefit-defined Benefit Accounts$1,570,0005
Number non-managed other employee benefit and retirement-related accounts$14,650,00010
Corporate Trust and Agency Accounts$49,919,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$147,971,0001
Memoranda
Custody and Safekeeping Accounts$10,353,00021
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$262,864,0006
Number of Managed Accounts$61,037,0004
Personal Trust and Agency Accounts$33,714,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$443,00010
Employee Benefit-defined Benefit Accounts$375,0007
Number of other employee benefit and retirement-related accounts$5,712,0004
Corporate Trust and Agency Accounts$58,00021
Number of managed investment management and investment advisory agency accounts$9,419,0009
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,316,0003
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$201,827,0005
Personal Trust and Agency Accounts$996,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,123,0002
Employee Benefit-defined Benefit Accounts$1,558,0005
Number non-managed other employee benefit and retirement-related accounts$14,949,00010
Corporate Trust and Agency Accounts$49,544,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$124,657,0001
Memoranda
Custody and Safekeeping Accounts$9,620,00019
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$257,847,0006
Number of Managed Accounts$62,724,0004
Personal Trust and Agency Accounts$34,388,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$465,0008
Employee Benefit-defined Benefit Accounts$377,0007
Number of other employee benefit and retirement-related accounts$5,526,0004
Corporate Trust and Agency Accounts$67,00016
Number of managed investment management and investment advisory agency accounts$9,625,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,276,0003
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$195,123,0005
Personal Trust and Agency Accounts$1,019,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,100,0003
Employee Benefit-defined Benefit Accounts$1,530,0005
Number non-managed other employee benefit and retirement-related accounts$15,227,0009
Corporate Trust and Agency Accounts$48,804,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$118,443,0001
Memoranda
Custody and Safekeeping Accounts$9,679,00018
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$250,954,0006
Number of Managed Accounts$62,902,0004
Personal Trust and Agency Accounts$35,033,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$473,0008
Employee Benefit-defined Benefit Accounts$376,0007
Number of other employee benefit and retirement-related accounts$5,389,0003
Corporate Trust and Agency Accounts$105,00012
Number of managed investment management and investment advisory agency accounts$9,514,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$12,012,0002
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$188,052,0005
Personal Trust and Agency Accounts$1,054,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,991,0003
Employee Benefit-defined Benefit Accounts$1,526,0005
Number non-managed other employee benefit and retirement-related accounts$15,575,0009
Corporate Trust and Agency Accounts$48,645,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$111,261,0001
Memoranda
Custody and Safekeeping Accounts$9,666,00020
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$241,887,0007
Number of Managed Accounts$62,698,0005
Personal Trust and Agency Accounts$35,671,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$514,0008
Employee Benefit-defined Benefit Accounts$380,0007
Number of other employee benefit and retirement-related accounts$5,261,0003
Corporate Trust and Agency Accounts$91,00013
Number of managed investment management and investment advisory agency accounts$9,372,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,409,0002
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$179,189,0005
Personal Trust and Agency Accounts$1,156,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,587,0003
Employee Benefit-defined Benefit Accounts$1,524,0005
Number non-managed other employee benefit and retirement-related accounts$15,784,0009
Corporate Trust and Agency Accounts$45,592,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$104,546,0001
Memoranda
Custody and Safekeeping Accounts$9,733,00021
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$201,496,0006
Number of Managed Accounts$61,762,0006
Personal Trust and Agency Accounts$35,889,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$525,0008
Employee Benefit-defined Benefit Accounts$388,0007
Number of other employee benefit and retirement-related accounts$5,059,0003
Corporate Trust and Agency Accounts$74,00022
Number of managed investment management and investment advisory agency accounts$9,247,0008
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$10,580,0001
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$139,734,0006
Personal Trust and Agency Accounts$1,201,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,396,0002
Employee Benefit-defined Benefit Accounts$1,537,0006
Number non-managed other employee benefit and retirement-related accounts$722,00032
Corporate Trust and Agency Accounts$41,810,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$84,068,0001
Memoranda
Custody and Safekeeping Accounts$9,774,00022
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$198,183,0006
Number of Managed Accounts$62,463,0005
Personal Trust and Agency Accounts$36,582,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$550,0007
Employee Benefit-defined Benefit Accounts$385,0007
Number of other employee benefit and retirement-related accounts$4,996,0003
Corporate Trust and Agency Accounts$86,00013
Number of managed investment management and investment advisory agency accounts$9,663,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$10,201,0001
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$135,720,0006
Personal Trust and Agency Accounts$1,512,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,266,0003
Employee Benefit-defined Benefit Accounts$1,521,0005
Number non-managed other employee benefit and retirement-related accounts$776,00020
Corporate Trust and Agency Accounts$42,701,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$78,944,0001
Memoranda
Custody and Safekeeping Accounts$8,321,00023
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$192,981,0007
Number of Managed Accounts$62,941,0005
Personal Trust and Agency Accounts$37,325,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$570,0007
Employee Benefit-defined Benefit Accounts$387,0007
Number of other employee benefit and retirement-related accounts$4,920,0003
Corporate Trust and Agency Accounts$91,00019
Number of managed investment management and investment advisory agency accounts$9,637,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$10,011,0001
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$130,040,0006
Personal Trust and Agency Accounts$1,603,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,775,0002
Employee Benefit-defined Benefit Accounts$1,798,0005
Number non-managed other employee benefit and retirement-related accounts$802,00019
Corporate Trust and Agency Accounts$40,943,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$74,119,0001
Memoranda
Custody and Safekeeping Accounts$8,370,00023
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$120,586,0008
Number of Managed Accounts$63,038,0005
Personal Trust and Agency Accounts$37,830,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$595,0007
Employee Benefit-defined Benefit Accounts$346,0007
Number of other employee benefit and retirement-related accounts$4,894,0003
Corporate Trust and Agency Accounts$96,00016
Number of managed investment management and investment advisory agency accounts$9,564,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$9,713,0001
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$57,548,0006
Personal Trust and Agency Accounts$1,645,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,889,0002
Employee Benefit-defined Benefit Accounts$1,135,0008
Number non-managed other employee benefit and retirement-related accounts$845,00020
Corporate Trust and Agency Accounts$38,979,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,055,0006
Memoranda
Custody and Safekeeping Accounts$8,312,00022
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$118,927,0008
Number of Managed Accounts$62,826,0004
Personal Trust and Agency Accounts$38,262,0004
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$585,0008
Employee Benefit-defined Benefit Accounts$297,0009
Number of other employee benefit and retirement-related accounts$4,749,0003
Corporate Trust and Agency Accounts$92,00024
Number of managed investment management and investment advisory agency accounts$9,452,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$9,389,0001
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$56,101,0006
Personal Trust and Agency Accounts$1,676,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,517,0003
Employee Benefit-defined Benefit Accounts$1,199,0009
Number non-managed other employee benefit and retirement-related accounts$904,00028
Corporate Trust and Agency Accounts$37,771,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$4,034,0006
Memoranda
Custody and Safekeeping Accounts$8,185,00022
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$116,859,0008
Number of Managed Accounts$63,634,0004
Personal Trust and Agency Accounts$39,266,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$618,0006
Employee Benefit-defined Benefit Accounts$299,0009
Number of other employee benefit and retirement-related accounts$4,779,0003
Corporate Trust and Agency Accounts$99,00017
Number of managed investment management and investment advisory agency accounts$9,510,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$9,063,0001
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$53,225,0006
Personal Trust and Agency Accounts$1,738,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$10,123,0004
Employee Benefit-defined Benefit Accounts$1,181,0009
Number non-managed other employee benefit and retirement-related accounts$971,00020
Corporate Trust and Agency Accounts$35,442,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,770,0006
Memoranda
Custody and Safekeeping Accounts$8,270,00019
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$114,068,0009
Number of Managed Accounts$64,176,0005
Personal Trust and Agency Accounts$39,970,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$665,0006
Employee Benefit-defined Benefit Accounts$303,0009
Number of other employee benefit and retirement-related accounts$4,806,0003
Corporate Trust and Agency Accounts$73,00021
Number of managed investment management and investment advisory agency accounts$9,544,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,815,0001
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$49,892,0008
Personal Trust and Agency Accounts$1,870,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,906,0003
Employee Benefit-defined Benefit Accounts$1,174,0009
Number non-managed other employee benefit and retirement-related accounts$1,050,00021
Corporate Trust and Agency Accounts$32,114,0004
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,778,0006
Memoranda
Custody and Safekeeping Accounts$8,290,00020
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$115,435,0009
Number of Managed Accounts$64,354,0006
Personal Trust and Agency Accounts$40,487,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$655,0007
Employee Benefit-defined Benefit Accounts$307,00011
Number of other employee benefit and retirement-related accounts$4,846,0002
Corporate Trust and Agency Accounts$70,00022
Number of managed investment management and investment advisory agency accounts$9,497,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,492,0001
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$51,081,0008
Personal Trust and Agency Accounts$2,011,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,908,0003
Employee Benefit-defined Benefit Accounts$1,200,0007
Number non-managed other employee benefit and retirement-related accounts$1,123,00019
Corporate Trust and Agency Accounts$33,092,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,747,0006
Memoranda
Custody and Safekeeping Accounts$8,379,00019
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$116,907,0009
Number of Managed Accounts$64,387,0004
Personal Trust and Agency Accounts$41,046,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$673,0008
Employee Benefit-defined Benefit Accounts$308,00012
Number of other employee benefit and retirement-related accounts$4,832,0002
Corporate Trust and Agency Accounts$95,00020
Number of managed investment management and investment advisory agency accounts$9,220,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,213,0001
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$52,520,0008
Personal Trust and Agency Accounts$2,069,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,655,0004
Employee Benefit-defined Benefit Accounts$1,235,0006
Number non-managed other employee benefit and retirement-related accounts$1,191,00026
Corporate Trust and Agency Accounts$34,571,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,799,0006
Memoranda
Custody and Safekeeping Accounts$8,588,00020
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$114,355,0009
Number of Managed Accounts$64,461,0004
Personal Trust and Agency Accounts$41,777,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$702,0008
Employee Benefit-defined Benefit Accounts$281,00014
Number of other employee benefit and retirement-related accounts$4,829,0002
Corporate Trust and Agency Accounts$97,00014
Number of managed investment management and investment advisory agency accounts$8,769,0007
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,006,0001
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$49,894,0009
Personal Trust and Agency Accounts$2,012,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,118,0004
Employee Benefit-defined Benefit Accounts$1,117,0008
Number non-managed other employee benefit and retirement-related accounts$1,225,00020
Corporate Trust and Agency Accounts$33,004,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,418,0007
Memoranda
Custody and Safekeeping Accounts$8,603,00020
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$113,813,0009
Number of Managed Accounts$65,056,0004
Personal Trust and Agency Accounts$42,442,0003
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$753,0007
Employee Benefit-defined Benefit Accounts$318,00012
Number of other employee benefit and retirement-related accounts$4,805,0002
Corporate Trust and Agency Accounts$74,00020
Number of managed investment management and investment advisory agency accounts$8,628,0006
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,036,0001
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$48,757,00010
Personal Trust and Agency Accounts$2,050,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,163,0004
Employee Benefit-defined Benefit Accounts$1,151,0008
Number non-managed other employee benefit and retirement-related accounts$1,304,00022
Corporate Trust and Agency Accounts$31,756,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,333,0007
Memoranda
Custody and Safekeeping Accounts$8,620,00020
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$112,538,0007
Number of Managed Accounts$66,065,0004
Personal Trust and Agency Accounts$43,162,0002
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$804,0006
Employee Benefit-defined Benefit Accounts$298,00013
Number of other employee benefit and retirement-related accounts$4,859,0002
Corporate Trust and Agency Accounts$554,0004
Number of managed investment management and investment advisory agency accounts$8,120,00010
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,268,0001
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$46,473,00010
Personal Trust and Agency Accounts$2,167,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,834,0004
Employee Benefit-defined Benefit Accounts$1,086,0008
Number non-managed other employee benefit and retirement-related accounts$1,277,00021
Corporate Trust and Agency Accounts$29,998,0003
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$3,111,0007
Memoranda
Custody and Safekeeping Accounts$8,636,00020
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$62,344,00012
Number of Managed Accounts$43,694,0006
Personal Trust and Agency Accounts$28,326,0005
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$503,00014
Employee Benefit-defined Benefit Accounts$184,00018
Number of other employee benefit and retirement-related accounts$2,643,0009
Corporate Trust and Agency Accounts$85,00025
Number of managed investment management and investment advisory agency accounts$6,410,00015
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,543,0001
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$18,650,00019
Personal Trust and Agency Accounts$1,259,00016
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,777,00011
Employee Benefit-defined Benefit Accounts$480,00016
Number non-managed other employee benefit and retirement-related accounts$978,00032
Corporate Trust and Agency Accounts$10,728,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,428,00012
Memoranda
Custody and Safekeeping Accounts$3,630,00035
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$41,741,00017
Number of Managed Accounts$32,276,00011
Personal Trust and Agency Accounts$20,358,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00065
Employee Benefit-defined Benefit Accounts$64,00041
Number of other employee benefit and retirement-related accounts$1,855,00014
Corporate Trust and Agency Accounts$20,00044
Number of managed investment management and investment advisory agency accounts$5,300,00015
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,546,0001
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$9,465,00023
Personal Trust and Agency Accounts$895,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,811,00019
Employee Benefit-defined Benefit Accounts$309,00020
Number non-managed other employee benefit and retirement-related accounts$640,00036
Corporate Trust and Agency Accounts$4,839,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$971,00011
Memoranda
Custody and Safekeeping Accounts$2,622,00040
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$37,470,00020
Number of Managed Accounts$28,216,00011
Personal Trust and Agency Accounts$20,351,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00059
Employee Benefit-defined Benefit Accounts$59,00040
Number of other employee benefit and retirement-related accounts$1,867,00013
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$5,328,00014
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$459,00012
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$9,254,00026
Personal Trust and Agency Accounts$924,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,893,00020
Employee Benefit-defined Benefit Accounts$328,00021
Number non-managed other employee benefit and retirement-related accounts$1,351,00025
Corporate Trust and Agency Accounts$4,626,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$132,00034
Memoranda
Custody and Safekeeping Accounts$3,005,00037
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$36,458,00020
Number of Managed Accounts$27,577,00012
Personal Trust and Agency Accounts$19,832,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00068
Employee Benefit-defined Benefit Accounts$61,00037
Number of other employee benefit and retirement-related accounts$1,747,00013
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$5,332,00014
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$453,00012
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$8,881,00027
Personal Trust and Agency Accounts$941,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,821,00020
Employee Benefit-defined Benefit Accounts$343,00021
Number non-managed other employee benefit and retirement-related accounts$1,349,00025
Corporate Trust and Agency Accounts$4,287,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$140,00031
Memoranda
Custody and Safekeeping Accounts$3,091,00036
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$36,905,00019
Number of Managed Accounts$27,910,00012
Personal Trust and Agency Accounts$19,809,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$169,00064
Employee Benefit-defined Benefit Accounts$67,00040
Number of other employee benefit and retirement-related accounts$1,691,00016
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$5,718,00014
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$456,00012
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$8,995,00026
Personal Trust and Agency Accounts$954,00020
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,099,00019
Employee Benefit-defined Benefit Accounts$375,00023
Number non-managed other employee benefit and retirement-related accounts$1,443,00026
Corporate Trust and Agency Accounts$3,937,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$187,00036
Memoranda
Custody and Safekeeping Accounts$3,039,00037
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$36,211,00017
Number of Managed Accounts$28,284,00010
Personal Trust and Agency Accounts$19,956,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$232,00054
Employee Benefit-defined Benefit Accounts$71,00041
Number of other employee benefit and retirement-related accounts$1,704,00015
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$5,962,00013
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$359,00016
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$7,927,00023
Personal Trust and Agency Accounts$1,035,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,126,00014
Employee Benefit-defined Benefit Accounts$463,00016
Number non-managed other employee benefit and retirement-related accounts$3,095,00012
Corporate Trust and Agency Accounts$958,00040
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$250,00025
Memoranda
Custody and Safekeeping Accounts$2,862,00031
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