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WesBanco Bank, Inc., Number of Fiduciary and Related Asset Accounts

2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,636,00056
Number of Managed Accounts$5,332,00046
Personal Trust and Agency Accounts$1,863,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$201,00053
Employee Benefit-defined Benefit Accounts$9,00055
Number of other employee benefit and retirement-related accounts$1,203,00098
Corporate Trust and Agency Accounts$6,00031
Number of managed investment management and investment advisory agency accounts$1,695,00048
Number of foundation and endowment trust and agency accounts, managed assets$354,00027
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,149,00070
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,304,00055
Personal Trust and Agency Accounts$52,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00088
Employee Benefit-defined Benefit Accounts$2,000124
Number non-managed other employee benefit and retirement-related accounts$86,00074
Corporate Trust and Agency Accounts$211,00048
Number of investment management and advisory agency accounts, non-managed assets$299,00011
Number (#) individual retirement, health savings, and other similar accounts$615,0002
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$140,000133
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$73,000148
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,608,00054
Number of Managed Accounts$5,308,00045
Personal Trust and Agency Accounts$1,885,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$193,00057
Employee Benefit-defined Benefit Accounts$9,00055
Number of other employee benefit and retirement-related accounts$1,200,00090
Corporate Trust and Agency Accounts$4,00067
Number of managed investment management and investment advisory agency accounts$1,671,00047
Number of foundation and endowment trust and agency accounts, managed assets$345,00027
Other Fiduciary Accounts$1,000181
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,147,00067
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,351,00016
Number of Non-Managed Accounts$1,300,00058
Personal Trust and Agency Accounts$49,000159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,00090
Employee Benefit-defined Benefit Accounts$2,000128
Number non-managed other employee benefit and retirement-related accounts$89,000147
Corporate Trust and Agency Accounts$216,00076
Number of investment management and advisory agency accounts, non-managed assets$286,00012
Number (#) individual retirement, health savings, and other similar accounts$620,0002
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$138,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$75,000194
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,580,00056
Number of Managed Accounts$5,324,00048
Personal Trust and Agency Accounts$1,885,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$193,00054
Employee Benefit-defined Benefit Accounts$10,00054
Number of other employee benefit and retirement-related accounts$1,220,00083
Corporate Trust and Agency Accounts$4,00039
Number of managed investment management and investment advisory agency accounts$1,664,00047
Number of foundation and endowment trust and agency accounts, managed assets$347,00026
Other Fiduciary Accounts$1,00085
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,168,00065
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,256,00056
Personal Trust and Agency Accounts$48,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00082
Employee Benefit-defined Benefit Accounts$2,000118
Number non-managed other employee benefit and retirement-related accounts$91,00074
Corporate Trust and Agency Accounts$179,00049
Number of investment management and advisory agency accounts, non-managed assets$286,00014
Number (#) individual retirement, health savings, and other similar accounts$608,0002
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$142,000131
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$77,000141
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,575,00055
Number of Managed Accounts$5,312,00047
Personal Trust and Agency Accounts$1,895,00042
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$192,00058
Employee Benefit-defined Benefit Accounts$10,00051
Number of other employee benefit and retirement-related accounts$1,223,00079
Corporate Trust and Agency Accounts$4,00042
Number of managed investment management and investment advisory agency accounts$1,642,00046
Number of foundation and endowment trust and agency accounts, managed assets$345,00027
Other Fiduciary Accounts$1,000110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,171,00061
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,263,00055
Personal Trust and Agency Accounts$51,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00082
Employee Benefit-defined Benefit Accounts$3,000115
Number non-managed other employee benefit and retirement-related accounts$96,000113
Corporate Trust and Agency Accounts$173,00082
Number of investment management and advisory agency accounts, non-managed assets$284,00012
Number (#) individual retirement, health savings, and other similar accounts$611,0002
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$133,000141
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000145
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,605,00056
Number of Managed Accounts$5,354,00047
Personal Trust and Agency Accounts$1,913,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00016
Employee Benefit-defined Benefit Accounts$10,00052
Number of other employee benefit and retirement-related accounts$1,257,00054
Corporate Trust and Agency Accounts$4,00037
Number of managed investment management and investment advisory agency accounts$1,623,00049
Number of foundation and endowment trust and agency accounts, managed assets$356,00028
Other Fiduciary Accounts$1,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,204,00061
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,251,00057
Personal Trust and Agency Accounts$49,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,00079
Employee Benefit-defined Benefit Accounts$3,00073
Number non-managed other employee benefit and retirement-related accounts$98,00065
Corporate Trust and Agency Accounts$172,00042
Number of investment management and advisory agency accounts, non-managed assets$289,00011
Number (#) individual retirement, health savings, and other similar accounts$594,0002
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$139,000135
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$85,00096
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,564,00057
Number of Managed Accounts$5,374,00048
Personal Trust and Agency Accounts$1,922,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00019
Employee Benefit-defined Benefit Accounts$9,00058
Number of other employee benefit and retirement-related accounts$1,253,00055
Corporate Trust and Agency Accounts$1,000115
Number of managed investment management and investment advisory agency accounts$1,579,00049
Number of foundation and endowment trust and agency accounts, managed assets$418,00022
Other Fiduciary Accounts$1,000172
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,200,00058
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,445,00017
Number of Non-Managed Accounts$1,190,00060
Personal Trust and Agency Accounts$48,000158
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00089
Employee Benefit-defined Benefit Accounts$3,00083
Number non-managed other employee benefit and retirement-related accounts$96,00096
Corporate Trust and Agency Accounts$175,00046
Number of investment management and advisory agency accounts, non-managed assets$294,00010
Number (#) individual retirement, health savings, and other similar accounts$529,0004
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$139,000166
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000152
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,490,00056
Number of Managed Accounts$5,364,00049
Personal Trust and Agency Accounts$1,932,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$188,00020
Employee Benefit-defined Benefit Accounts$11,00050
Number of other employee benefit and retirement-related accounts$1,257,00055
Corporate Trust and Agency Accounts$1,00058
Number of managed investment management and investment advisory agency accounts$1,553,00049
Number of foundation and endowment trust and agency accounts, managed assets$421,00021
Other Fiduciary Accounts$1,00089
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,204,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,126,00057
Personal Trust and Agency Accounts$46,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00087
Employee Benefit-defined Benefit Accounts$4,00067
Number non-managed other employee benefit and retirement-related accounts$96,00069
Corporate Trust and Agency Accounts$166,00044
Number of investment management and advisory agency accounts, non-managed assets$296,00010
Number (#) individual retirement, health savings, and other similar accounts$475,0003
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$125,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$83,000100
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,504,00050
Number of Managed Accounts$5,392,00045
Personal Trust and Agency Accounts$1,980,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00018
Employee Benefit-defined Benefit Accounts$11,00047
Number of other employee benefit and retirement-related accounts$1,255,00050
Corporate Trust and Agency Accounts$1,00062
Number of managed investment management and investment advisory agency accounts$1,531,00045
Number of foundation and endowment trust and agency accounts, managed assets$423,00018
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,201,00054
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,112,00051
Personal Trust and Agency Accounts$33,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00087
Employee Benefit-defined Benefit Accounts$5,00056
Number non-managed other employee benefit and retirement-related accounts$100,00070
Corporate Trust and Agency Accounts$170,00037
Number of investment management and advisory agency accounts, non-managed assets$295,0009
Number (#) individual retirement, health savings, and other similar accounts$468,0003
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$125,000137
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$87,000102
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,502,00049
Number of Managed Accounts$5,391,00045
Personal Trust and Agency Accounts$1,996,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$164,00021
Employee Benefit-defined Benefit Accounts$10,00052
Number of other employee benefit and retirement-related accounts$1,265,00048
Corporate Trust and Agency Accounts$1,00056
Number of managed investment management and investment advisory agency accounts$1,530,00048
Number of foundation and endowment trust and agency accounts, managed assets$424,00017
Other Fiduciary Accounts$1,00087
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,210,00053
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,111,00051
Personal Trust and Agency Accounts$33,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00086
Employee Benefit-defined Benefit Accounts$5,00055
Number non-managed other employee benefit and retirement-related accounts$100,00065
Corporate Trust and Agency Accounts$174,00038
Number of investment management and advisory agency accounts, non-managed assets$299,00010
Number (#) individual retirement, health savings, and other similar accounts$459,0003
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$125,000131
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$86,00093
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,452,00048
Number of Managed Accounts$5,331,00044
Personal Trust and Agency Accounts$1,998,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$145,00022
Employee Benefit-defined Benefit Accounts$10,00056
Number of other employee benefit and retirement-related accounts$1,257,00046
Corporate Trust and Agency Accounts$1,000112
Number of managed investment management and investment advisory agency accounts$1,502,00048
Number of foundation and endowment trust and agency accounts, managed assets$417,00018
Other Fiduciary Accounts$1,000173
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,204,00049
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,441,00015
Number of Non-Managed Accounts$1,121,00052
Personal Trust and Agency Accounts$33,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00088
Employee Benefit-defined Benefit Accounts$5,00059
Number non-managed other employee benefit and retirement-related accounts$101,00091
Corporate Trust and Agency Accounts$183,00038
Number of investment management and advisory agency accounts, non-managed assets$298,00010
Number (#) individual retirement, health savings, and other similar accounts$457,0003
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$125,000163
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$87,000146
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,446,00047
Number of Managed Accounts$5,323,00044
Personal Trust and Agency Accounts$2,002,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00025
Employee Benefit-defined Benefit Accounts$10,00057
Number of other employee benefit and retirement-related accounts$1,255,00047
Corporate Trust and Agency Accounts$1,00057
Number of managed investment management and investment advisory agency accounts$1,477,00049
Number of foundation and endowment trust and agency accounts, managed assets$428,00017
Other Fiduciary Accounts$1,00083
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,203,00049
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,123,00051
Personal Trust and Agency Accounts$45,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00084
Employee Benefit-defined Benefit Accounts$5,00057
Number non-managed other employee benefit and retirement-related accounts$106,00063
Corporate Trust and Agency Accounts$183,00038
Number of investment management and advisory agency accounts, non-managed assets$293,00010
Number (#) individual retirement, health savings, and other similar accounts$446,0003
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$135,000124
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$92,00086
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,456,00046
Number of Managed Accounts$5,320,00045
Personal Trust and Agency Accounts$2,023,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00025
Employee Benefit-defined Benefit Accounts$10,00056
Number of other employee benefit and retirement-related accounts$1,265,00044
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$1,448,00051
Number of foundation and endowment trust and agency accounts, managed assets$422,00018
Other Fiduciary Accounts$1,00091
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,212,00048
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,136,00050
Personal Trust and Agency Accounts$46,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00096
Employee Benefit-defined Benefit Accounts$5,00061
Number non-managed other employee benefit and retirement-related accounts$112,00062
Corporate Trust and Agency Accounts$186,00038
Number of investment management and advisory agency accounts, non-managed assets$295,0009
Number (#) individual retirement, health savings, and other similar accounts$453,0003
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$137,000133
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$97,00093
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,410,00047
Number of Managed Accounts$5,279,00045
Personal Trust and Agency Accounts$2,047,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00027
Employee Benefit-defined Benefit Accounts$11,00052
Number of other employee benefit and retirement-related accounts$1,259,00044
Corporate Trust and Agency Accounts$1,00055
Number of managed investment management and investment advisory agency accounts$1,401,00052
Number of foundation and endowment trust and agency accounts, managed assets$415,00018
Other Fiduciary Accounts$1,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,203,00048
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,131,00052
Personal Trust and Agency Accounts$44,00096
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,00093
Employee Benefit-defined Benefit Accounts$4,00063
Number non-managed other employee benefit and retirement-related accounts$116,00057
Corporate Trust and Agency Accounts$176,00038
Number of investment management and advisory agency accounts, non-managed assets$291,00010
Number (#) individual retirement, health savings, and other similar accounts$459,0002
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$140,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$99,00086
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,394,00047
Number of Managed Accounts$5,275,00044
Personal Trust and Agency Accounts$2,074,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$133,00030
Employee Benefit-defined Benefit Accounts$11,00052
Number of other employee benefit and retirement-related accounts$1,253,00045
Corporate Trust and Agency Accounts$1,000111
Number of managed investment management and investment advisory agency accounts$1,389,00054
Number of foundation and endowment trust and agency accounts, managed assets$413,00017
Other Fiduciary Accounts$1,000159
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,198,00049
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,380,00020
Number of Non-Managed Accounts$1,119,00056
Personal Trust and Agency Accounts$42,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000100
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$126,00078
Corporate Trust and Agency Accounts$176,00039
Number of investment management and advisory agency accounts, non-managed assets$271,00010
Number (#) individual retirement, health savings, and other similar accounts$458,0002
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$141,000156
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$104,000133
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,403,00046
Number of Managed Accounts$5,295,00044
Personal Trust and Agency Accounts$2,079,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00028
Employee Benefit-defined Benefit Accounts$12,00051
Number of other employee benefit and retirement-related accounts$1,260,00044
Corporate Trust and Agency Accounts$1,00059
Number of managed investment management and investment advisory agency accounts$1,382,00054
Number of foundation and endowment trust and agency accounts, managed assets$423,00017
Other Fiduciary Accounts$1,00084
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,199,00045
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,108,00053
Personal Trust and Agency Accounts$42,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,00095
Employee Benefit-defined Benefit Accounts$4,00066
Number non-managed other employee benefit and retirement-related accounts$145,00053
Corporate Trust and Agency Accounts$170,00038
Number of investment management and advisory agency accounts, non-managed assets$260,00010
Number (#) individual retirement, health savings, and other similar accounts$445,0002
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$144,000120
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$118,00078
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,403,00047
Number of Managed Accounts$5,319,00043
Personal Trust and Agency Accounts$2,110,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00032
Employee Benefit-defined Benefit Accounts$12,00051
Number of other employee benefit and retirement-related accounts$1,255,00045
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$1,382,00053
Number of foundation and endowment trust and agency accounts, managed assets$433,00017
Other Fiduciary Accounts$1,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,191,00044
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,084,00053
Personal Trust and Agency Accounts$41,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000102
Employee Benefit-defined Benefit Accounts$4,00069
Number non-managed other employee benefit and retirement-related accounts$144,00059
Corporate Trust and Agency Accounts$165,00037
Number of investment management and advisory agency accounts, non-managed assets$253,00010
Number (#) individual retirement, health savings, and other similar accounts$439,0002
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$147,000126
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$117,00087
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,439,00047
Number of Managed Accounts$5,367,00043
Personal Trust and Agency Accounts$2,136,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00028
Employee Benefit-defined Benefit Accounts$11,00054
Number of other employee benefit and retirement-related accounts$1,261,00044
Corporate Trust and Agency Accounts$1,00053
Number of managed investment management and investment advisory agency accounts$1,395,00052
Number of foundation and endowment trust and agency accounts, managed assets$427,00017
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,197,00044
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,072,00053
Personal Trust and Agency Accounts$43,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00097
Employee Benefit-defined Benefit Accounts$4,00065
Number non-managed other employee benefit and retirement-related accounts$148,00054
Corporate Trust and Agency Accounts$160,00037
Number of investment management and advisory agency accounts, non-managed assets$236,00010
Number (#) individual retirement, health savings, and other similar accounts$442,0003
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$155,000119
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$121,00083
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,594,00047
Number of Managed Accounts$5,521,00042
Personal Trust and Agency Accounts$2,133,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00031
Employee Benefit-defined Benefit Accounts$11,00055
Number of other employee benefit and retirement-related accounts$1,248,00045
Corporate Trust and Agency Accounts$1,000113
Number of managed investment management and investment advisory agency accounts$1,402,00050
Number of foundation and endowment trust and agency accounts, managed assets$595,00013
Other Fiduciary Accounts$1,000178
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,184,00045
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,593,00022
Number of Non-Managed Accounts$1,073,00059
Personal Trust and Agency Accounts$47,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000101
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$154,00069
Corporate Trust and Agency Accounts$158,00041
Number of investment management and advisory agency accounts, non-managed assets$217,00010
Number (#) individual retirement, health savings, and other similar accounts$452,0003
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$155,000153
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$128,000120
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,591,00048
Number of Managed Accounts$5,539,00043
Personal Trust and Agency Accounts$2,156,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00029
Employee Benefit-defined Benefit Accounts$10,00057
Number of other employee benefit and retirement-related accounts$1,239,00044
Corporate Trust and Agency Accounts$1,00061
Number of managed investment management and investment advisory agency accounts$1,385,00053
Number of foundation and endowment trust and agency accounts, managed assets$609,00013
Other Fiduciary Accounts$1,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,175,00046
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,052,00060
Personal Trust and Agency Accounts$47,00087
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,00097
Employee Benefit-defined Benefit Accounts$4,00063
Number non-managed other employee benefit and retirement-related accounts$160,00050
Corporate Trust and Agency Accounts$157,00042
Number of investment management and advisory agency accounts, non-managed assets$209,00010
Number (#) individual retirement, health savings, and other similar accounts$436,0003
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$156,000120
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$131,00075
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,594,00048
Number of Managed Accounts$5,564,00041
Personal Trust and Agency Accounts$2,192,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00029
Employee Benefit-defined Benefit Accounts$10,00056
Number of other employee benefit and retirement-related accounts$1,244,00043
Corporate Trust and Agency Accounts$1,00064
Number of managed investment management and investment advisory agency accounts$1,383,00053
Number of foundation and endowment trust and agency accounts, managed assets$597,00014
Other Fiduciary Accounts$1,000104
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,173,00045
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,030,00063
Personal Trust and Agency Accounts$48,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000105
Employee Benefit-defined Benefit Accounts$4,00064
Number non-managed other employee benefit and retirement-related accounts$161,00055
Corporate Trust and Agency Accounts$151,00043
Number of investment management and advisory agency accounts, non-managed assets$183,00015
Number (#) individual retirement, health savings, and other similar accounts$446,0003
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$160,000122
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$133,00079
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$7,371,00045
Number of Managed Accounts$6,219,00038
Personal Trust and Agency Accounts$2,444,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$156,00024
Employee Benefit-defined Benefit Accounts$10,00058
Number of other employee benefit and retirement-related accounts$1,456,00035
Corporate Trust and Agency Accounts$3,00048
Number of managed investment management and investment advisory agency accounts$1,550,00045
Number of foundation and endowment trust and agency accounts, managed assets$599,00014
Other Fiduciary Accounts$1,000112
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,263,00041
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,152,00057
Personal Trust and Agency Accounts$51,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$59,00079
Employee Benefit-defined Benefit Accounts$4,00068
Number non-managed other employee benefit and retirement-related accounts$271,00040
Corporate Trust and Agency Accounts$173,00043
Number of investment management and advisory agency accounts, non-managed assets$144,00018
Number (#) individual retirement, health savings, and other similar accounts$450,0003
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$278,00089
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$230,00058
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$6,458,00047
Number of Managed Accounts$5,579,00042
Personal Trust and Agency Accounts$2,196,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00027
Employee Benefit-defined Benefit Accounts$11,00056
Number of other employee benefit and retirement-related accounts$1,223,00044
Corporate Trust and Agency Accounts$3,00083
Number of managed investment management and investment advisory agency accounts$1,397,00052
Number of foundation and endowment trust and agency accounts, managed assets$599,00015
Other Fiduciary Accounts$1,000173
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,040,00055
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,446,00019
Number of Non-Managed Accounts$879,00074
Personal Trust and Agency Accounts$52,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$65,00079
Employee Benefit-defined Benefit Accounts$5,00062
Number non-managed other employee benefit and retirement-related accounts$131,00087
Corporate Trust and Agency Accounts$152,00045
Number of investment management and advisory agency accounts, non-managed assets$28,00070
Number (#) individual retirement, health savings, and other similar accounts$446,0003
Other Fiduciary Accounts$0180
Memoranda
Custody and Safekeeping Accounts$220,000115
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$111,000130
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$6,406,00046
Number of Managed Accounts$5,544,00041
Personal Trust and Agency Accounts$2,223,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00030
Employee Benefit-defined Benefit Accounts$13,00049
Number of other employee benefit and retirement-related accounts$1,186,00045
Corporate Trust and Agency Accounts$3,00049
Number of managed investment management and investment advisory agency accounts$1,387,00052
Number of foundation and endowment trust and agency accounts, managed assets$601,00014
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$1,028,00054
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$862,00069
Personal Trust and Agency Accounts$53,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00092
Employee Benefit-defined Benefit Accounts$5,00060
Number non-managed other employee benefit and retirement-related accounts$134,00062
Corporate Trust and Agency Accounts$150,00043
Number of investment management and advisory agency accounts, non-managed assets$31,00056
Number (#) individual retirement, health savings, and other similar accounts$441,0003
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$222,00099
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$113,00088
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$5,748,00051
Number of Managed Accounts$4,855,00045
Personal Trust and Agency Accounts$1,946,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00030
Employee Benefit-defined Benefit Accounts$12,00053
Number of other employee benefit and retirement-related accounts$978,00055
Corporate Trust and Agency Accounts$1,00062
Number of managed investment management and investment advisory agency accounts$1,197,00056
Number of foundation and endowment trust and agency accounts, managed assets$594,00014
Other Fiduciary Accounts$3,00083
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$922,00058
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$893,00067
Personal Trust and Agency Accounts$54,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000105
Employee Benefit-defined Benefit Accounts$6,00061
Number non-managed other employee benefit and retirement-related accounts$38,000142
Corporate Trust and Agency Accounts$126,00047
Number of investment management and advisory agency accounts, non-managed assets$186,00015
Number (#) individual retirement, health savings, and other similar accounts$446,0003
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$99,000151
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000201
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$5,771,00052
Number of Managed Accounts$4,871,00044
Personal Trust and Agency Accounts$1,969,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00030
Employee Benefit-defined Benefit Accounts$13,00054
Number of other employee benefit and retirement-related accounts$969,00055
Corporate Trust and Agency Accounts$1,00065
Number of managed investment management and investment advisory agency accounts$1,195,00056
Number of foundation and endowment trust and agency accounts, managed assets$598,00014
Other Fiduciary Accounts$2,00093
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$913,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$900,00067
Personal Trust and Agency Accounts$53,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000103
Employee Benefit-defined Benefit Accounts$6,00061
Number non-managed other employee benefit and retirement-related accounts$38,000143
Corporate Trust and Agency Accounts$126,00047
Number of investment management and advisory agency accounts, non-managed assets$189,00013
Number (#) individual retirement, health savings, and other similar accounts$450,0003
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$95,000154
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000202
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$5,739,00054
Number of Managed Accounts$5,018,00044
Personal Trust and Agency Accounts$1,984,00033
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00030
Employee Benefit-defined Benefit Accounts$11,00063
Number of other employee benefit and retirement-related accounts$962,00054
Corporate Trust and Agency Accounts$1,000124
Number of managed investment management and investment advisory agency accounts$1,181,00057
Number of foundation and endowment trust and agency accounts, managed assets$757,00015
Other Fiduciary Accounts$1,000185
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$907,00057
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,629,00018
Number of Non-Managed Accounts$721,00084
Personal Trust and Agency Accounts$45,000142
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000106
Employee Benefit-defined Benefit Accounts$6,00061
Number non-managed other employee benefit and retirement-related accounts$38,000226
Corporate Trust and Agency Accounts$122,00050
Number of investment management and advisory agency accounts, non-managed assets$185,00013
Number (#) individual retirement, health savings, and other similar accounts$286,0005
Other Fiduciary Accounts$0192
Memoranda
Custody and Safekeeping Accounts$94,000189
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$28,000346
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$5,734,00054
Number of Managed Accounts$4,999,00044
Personal Trust and Agency Accounts$2,008,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00031
Employee Benefit-defined Benefit Accounts$11,00059
Number of other employee benefit and retirement-related accounts$966,00052
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$1,169,00057
Number of foundation and endowment trust and agency accounts, managed assets$722,00015
Other Fiduciary Accounts$1,000113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$903,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$735,00074
Personal Trust and Agency Accounts$42,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000101
Employee Benefit-defined Benefit Accounts$6,00059
Number non-managed other employee benefit and retirement-related accounts$35,000144
Corporate Trust and Agency Accounts$112,00048
Number of investment management and advisory agency accounts, non-managed assets$183,00013
Number (#) individual retirement, health savings, and other similar accounts$318,0005
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$92,000154
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000212
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$5,701,00054
Number of Managed Accounts$4,975,00043
Personal Trust and Agency Accounts$2,033,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00033
Employee Benefit-defined Benefit Accounts$12,00059
Number of other employee benefit and retirement-related accounts$958,00051
Corporate Trust and Agency Accounts$1,00068
Number of managed investment management and investment advisory agency accounts$1,142,00055
Number of foundation and endowment trust and agency accounts, managed assets$710,00015
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$894,00056
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$726,00072
Personal Trust and Agency Accounts$45,00095
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000107
Employee Benefit-defined Benefit Accounts$6,00060
Number non-managed other employee benefit and retirement-related accounts$36,000142
Corporate Trust and Agency Accounts$107,00049
Number of investment management and advisory agency accounts, non-managed assets$184,00013
Number (#) individual retirement, health savings, and other similar accounts$310,0005
Other Fiduciary Accounts$0105
Memoranda
Custody and Safekeeping Accounts$95,000152
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000209
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$5,765,00054
Number of Managed Accounts$5,014,00041
Personal Trust and Agency Accounts$1,998,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00029
Employee Benefit-defined Benefit Accounts$8,00071
Number of other employee benefit and retirement-related accounts$938,00053
Corporate Trust and Agency Accounts$5,00043
Number of managed investment management and investment advisory agency accounts$535,000101
Number of foundation and endowment trust and agency accounts, managed assets$1,393,00010
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$419,000109
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$751,00071
Personal Trust and Agency Accounts$44,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00097
Employee Benefit-defined Benefit Accounts$3,00071
Number non-managed other employee benefit and retirement-related accounts$13,000220
Corporate Trust and Agency Accounts$174,00044
Number of investment management and advisory agency accounts, non-managed assets$14,00079
Number (#) individual retirement, health savings, and other similar accounts$458,0003
Other Fiduciary Accounts$0104
Memoranda
Custody and Safekeeping Accounts$131,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000301
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$5,753,00054
Number of Managed Accounts$5,000,00040
Personal Trust and Agency Accounts$1,993,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$134,00030
Employee Benefit-defined Benefit Accounts$9,00071
Number of other employee benefit and retirement-related accounts$931,00052
Corporate Trust and Agency Accounts$4,00081
Number of managed investment management and investment advisory agency accounts$533,000103
Number of foundation and endowment trust and agency accounts, managed assets$1,395,00010
Other Fiduciary Accounts$1,000179
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$401,000110
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,601,00016
Number of Non-Managed Accounts$753,00075
Personal Trust and Agency Accounts$43,000154
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000104
Employee Benefit-defined Benefit Accounts$3,00077
Number non-managed other employee benefit and retirement-related accounts$13,000404
Corporate Trust and Agency Accounts$168,00045
Number of investment management and advisory agency accounts, non-managed assets$16,00099
Number (#) individual retirement, health savings, and other similar accounts$466,0003
Other Fiduciary Accounts$0194
Memoranda
Custody and Safekeeping Accounts$135,000161
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000576
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$5,757,00052
Number of Managed Accounts$5,008,00038
Personal Trust and Agency Accounts$2,011,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00029
Employee Benefit-defined Benefit Accounts$9,00067
Number of other employee benefit and retirement-related accounts$915,00050
Corporate Trust and Agency Accounts$4,00049
Number of managed investment management and investment advisory agency accounts$551,000101
Number of foundation and endowment trust and agency accounts, managed assets$1,382,00011
Other Fiduciary Accounts$1,000103
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$380,000116
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$749,00069
Personal Trust and Agency Accounts$42,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000107
Employee Benefit-defined Benefit Accounts$3,00073
Number non-managed other employee benefit and retirement-related accounts$13,000228
Corporate Trust and Agency Accounts$161,00045
Number of investment management and advisory agency accounts, non-managed assets$16,00079
Number (#) individual retirement, health savings, and other similar accounts$474,0003
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$135,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000308
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$5,756,00051
Number of Managed Accounts$4,989,00037
Personal Trust and Agency Accounts$2,056,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00027
Employee Benefit-defined Benefit Accounts$9,00068
Number of other employee benefit and retirement-related accounts$920,00051
Corporate Trust and Agency Accounts$5,00045
Number of managed investment management and investment advisory agency accounts$548,000104
Number of foundation and endowment trust and agency accounts, managed assets$1,313,00011
Other Fiduciary Accounts$3,00085
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$369,000121
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$767,00069
Personal Trust and Agency Accounts$48,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000110
Employee Benefit-defined Benefit Accounts$3,00073
Number non-managed other employee benefit and retirement-related accounts$14,000228
Corporate Trust and Agency Accounts$175,00045
Number of investment management and advisory agency accounts, non-managed assets$16,00083
Number (#) individual retirement, health savings, and other similar accounts$472,0004
Other Fiduciary Accounts$0102
Memoranda
Custody and Safekeeping Accounts$136,000136
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000312
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$5,793,00051
Number of Managed Accounts$5,002,00037
Personal Trust and Agency Accounts$2,049,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$136,00027
Employee Benefit-defined Benefit Accounts$9,00068
Number of other employee benefit and retirement-related accounts$916,00051
Corporate Trust and Agency Accounts$4,00049
Number of managed investment management and investment advisory agency accounts$558,000101
Number of foundation and endowment trust and agency accounts, managed assets$1,327,00010
Other Fiduciary Accounts$3,00090
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$357,000120
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$791,00069
Personal Trust and Agency Accounts$60,00080
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000110
Employee Benefit-defined Benefit Accounts$3,00073
Number non-managed other employee benefit and retirement-related accounts$13,000233
Corporate Trust and Agency Accounts$182,00044
Number of investment management and advisory agency accounts, non-managed assets$16,00079
Number (#) individual retirement, health savings, and other similar accounts$478,0004
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$140,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000312
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$5,820,00049
Number of Managed Accounts$5,013,00035
Personal Trust and Agency Accounts$2,029,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00032
Employee Benefit-defined Benefit Accounts$9,00073
Number of other employee benefit and retirement-related accounts$920,00048
Corporate Trust and Agency Accounts$5,00075
Number of managed investment management and investment advisory agency accounts$567,00096
Number of foundation and endowment trust and agency accounts, managed assets$1,353,00010
Other Fiduciary Accounts$3,000137
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$347,000126
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,668,00019
Number of Non-Managed Accounts$807,00074
Personal Trust and Agency Accounts$62,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,000109
Employee Benefit-defined Benefit Accounts$3,00082
Number non-managed other employee benefit and retirement-related accounts$12,000437
Corporate Trust and Agency Accounts$180,00045
Number of investment management and advisory agency accounts, non-managed assets$21,00082
Number (#) individual retirement, health savings, and other similar accounts$483,0004
Other Fiduciary Accounts$0200
Memoranda
Custody and Safekeeping Accounts$149,000155
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000578
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$5,873,00048
Number of Managed Accounts$5,060,00035
Personal Trust and Agency Accounts$2,884,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00024
Employee Benefit-defined Benefit Accounts$10,00066
Number of other employee benefit and retirement-related accounts$848,00055
Corporate Trust and Agency Accounts$15,00030
Number of managed investment management and investment advisory agency accounts$339,000146
Number of foundation and endowment trust and agency accounts, managed assets$0296
Other Fiduciary Accounts$816,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$340,000124
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$813,00068
Personal Trust and Agency Accounts$177,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000107
Employee Benefit-defined Benefit Accounts$6,00061
Number non-managed other employee benefit and retirement-related accounts$35,000155
Corporate Trust and Agency Accounts$257,00041
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$295,00017
Memoranda
Custody and Safekeeping Accounts$163,000127
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000296
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$5,695,00049
Number of Managed Accounts$5,025,00038
Personal Trust and Agency Accounts$2,865,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00026
Employee Benefit-defined Benefit Accounts$10,00069
Number of other employee benefit and retirement-related accounts$822,00057
Corporate Trust and Agency Accounts$15,00030
Number of managed investment management and investment advisory agency accounts$342,000143
Number of foundation and endowment trust and agency accounts, managed assets$0295
Other Fiduciary Accounts$828,0002
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$306,000138
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$670,00076
Personal Trust and Agency Accounts$190,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000105
Employee Benefit-defined Benefit Accounts$6,00061
Number non-managed other employee benefit and retirement-related accounts$35,000153
Corporate Trust and Agency Accounts$258,00041
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$136,00019
Memoranda
Custody and Safekeeping Accounts$167,000125
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$7,000297
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$5,718,00051
Number of Managed Accounts$5,017,00038
Personal Trust and Agency Accounts$2,850,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00026
Employee Benefit-defined Benefit Accounts$12,00067
Number of other employee benefit and retirement-related accounts$822,00054
Corporate Trust and Agency Accounts$13,00032
Number of managed investment management and investment advisory agency accounts$352,000141
Number of foundation and endowment trust and agency accounts, managed assets$0292
Other Fiduciary Accounts$819,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$294,000135
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$701,00076
Personal Trust and Agency Accounts$219,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000103
Employee Benefit-defined Benefit Accounts$4,00066
Number non-managed other employee benefit and retirement-related accounts$34,000157
Corporate Trust and Agency Accounts$264,00041
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$133,00021
Memoranda
Custody and Safekeeping Accounts$179,000121
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$6,000309
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$5,715,00052
Number of Managed Accounts$4,972,00038
Personal Trust and Agency Accounts$2,837,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00028
Employee Benefit-defined Benefit Accounts$12,00071
Number of other employee benefit and retirement-related accounts$824,00053
Corporate Trust and Agency Accounts$10,00052
Number of managed investment management and investment advisory agency accounts$357,000138
Number of foundation and endowment trust and agency accounts, managed assets$0495
Other Fiduciary Accounts$790,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$285,000143
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,638,00018
Number of Non-Managed Accounts$743,00081
Personal Trust and Agency Accounts$240,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000112
Employee Benefit-defined Benefit Accounts$4,00070
Number non-managed other employee benefit and retirement-related accounts$38,000255
Corporate Trust and Agency Accounts$264,00043
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$150,00025
Memoranda
Custody and Safekeeping Accounts$171,000144
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000548
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$5,683,00049
Number of Managed Accounts$4,572,00040
Personal Trust and Agency Accounts$2,490,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$145,00028
Employee Benefit-defined Benefit Accounts$10,00072
Number of other employee benefit and retirement-related accounts$761,00056
Corporate Trust and Agency Accounts$10,00038
Number of managed investment management and investment advisory agency accounts$362,000138
Number of foundation and endowment trust and agency accounts, managed assets$0293
Other Fiduciary Accounts$794,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$266,000145
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,111,00062
Personal Trust and Agency Accounts$578,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000109
Employee Benefit-defined Benefit Accounts$6,00062
Number non-managed other employee benefit and retirement-related accounts$95,00086
Corporate Trust and Agency Accounts$255,00043
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$132,00019
Memoranda
Custody and Safekeeping Accounts$174,000117
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000271
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$5,695,00048
Number of Managed Accounts$4,585,00037
Personal Trust and Agency Accounts$2,489,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00025
Employee Benefit-defined Benefit Accounts$10,00070
Number of other employee benefit and retirement-related accounts$752,00056
Corporate Trust and Agency Accounts$12,00033
Number of managed investment management and investment advisory agency accounts$359,000138
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$820,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$251,000151
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,110,00062
Personal Trust and Agency Accounts$591,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000106
Employee Benefit-defined Benefit Accounts$9,00055
Number non-managed other employee benefit and retirement-related accounts$100,00088
Corporate Trust and Agency Accounts$265,00043
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$100,00023
Memoranda
Custody and Safekeeping Accounts$177,000115
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000274
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$5,575,00050
Number of Managed Accounts$4,480,00040
Personal Trust and Agency Accounts$2,472,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00027
Employee Benefit-defined Benefit Accounts$10,00071
Number of other employee benefit and retirement-related accounts$747,00054
Corporate Trust and Agency Accounts$12,00034
Number of managed investment management and investment advisory agency accounts$359,000137
Number of foundation and endowment trust and agency accounts, managed assets$0290
Other Fiduciary Accounts$736,0002
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$238,000158
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,095,00067
Personal Trust and Agency Accounts$564,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000112
Employee Benefit-defined Benefit Accounts$18,00048
Number non-managed other employee benefit and retirement-related accounts$105,00090
Corporate Trust and Agency Accounts$271,00043
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$92,00028
Memoranda
Custody and Safekeeping Accounts$179,000115
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$12,000273
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$5,557,00050
Number of Managed Accounts$4,447,00040
Personal Trust and Agency Accounts$2,461,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00027
Employee Benefit-defined Benefit Accounts$9,00078
Number of other employee benefit and retirement-related accounts$734,00054
Corporate Trust and Agency Accounts$12,00049
Number of managed investment management and investment advisory agency accounts$368,000137
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$719,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$226,000167
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,508,00019
Number of Non-Managed Accounts$1,110,00068
Personal Trust and Agency Accounts$562,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000124
Employee Benefit-defined Benefit Accounts$22,00044
Number non-managed other employee benefit and retirement-related accounts$111,000126
Corporate Trust and Agency Accounts$268,00043
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$103,00031
Memoranda
Custody and Safekeeping Accounts$177,000141
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000529
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$5,555,00050
Number of Managed Accounts$4,466,00040
Personal Trust and Agency Accounts$2,458,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00024
Employee Benefit-defined Benefit Accounts$9,00073
Number of other employee benefit and retirement-related accounts$739,00051
Corporate Trust and Agency Accounts$12,00030
Number of managed investment management and investment advisory agency accounts$373,000133
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$733,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$221,000156
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,089,00061
Personal Trust and Agency Accounts$558,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000115
Employee Benefit-defined Benefit Accounts$22,00046
Number non-managed other employee benefit and retirement-related accounts$113,00082
Corporate Trust and Agency Accounts$261,00042
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$91,00026
Memoranda
Custody and Safekeeping Accounts$180,000111
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000259
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$5,567,00049
Number of Managed Accounts$4,479,00038
Personal Trust and Agency Accounts$2,462,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$143,00025
Employee Benefit-defined Benefit Accounts$10,00072
Number of other employee benefit and retirement-related accounts$736,00049
Corporate Trust and Agency Accounts$15,00030
Number of managed investment management and investment advisory agency accounts$381,000126
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$732,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$206,000157
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,088,00063
Personal Trust and Agency Accounts$543,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000116
Employee Benefit-defined Benefit Accounts$22,00046
Number non-managed other employee benefit and retirement-related accounts$115,00084
Corporate Trust and Agency Accounts$272,00042
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$93,00026
Memoranda
Custody and Safekeeping Accounts$175,000113
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000260
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$5,530,00049
Number of Managed Accounts$4,474,00038
Personal Trust and Agency Accounts$2,460,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$142,00026
Employee Benefit-defined Benefit Accounts$10,00074
Number of other employee benefit and retirement-related accounts$724,00049
Corporate Trust and Agency Accounts$14,00031
Number of managed investment management and investment advisory agency accounts$389,000122
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$735,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$189,000161
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,056,00066
Personal Trust and Agency Accounts$518,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000114
Employee Benefit-defined Benefit Accounts$22,00045
Number non-managed other employee benefit and retirement-related accounts$118,00087
Corporate Trust and Agency Accounts$264,00042
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$91,00026
Memoranda
Custody and Safekeeping Accounts$175,000111
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000264
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$5,499,00050
Number of Managed Accounts$4,419,00038
Personal Trust and Agency Accounts$2,436,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$135,00032
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$718,00050
Corporate Trust and Agency Accounts$14,00050
Number of managed investment management and investment advisory agency accounts$391,000123
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$714,0002
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$180,000181
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,506,00019
Number of Non-Managed Accounts$1,080,00070
Personal Trust and Agency Accounts$527,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000126
Employee Benefit-defined Benefit Accounts$22,00046
Number non-managed other employee benefit and retirement-related accounts$122,000129
Corporate Trust and Agency Accounts$259,00044
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$105,00031
Memoranda
Custody and Safekeeping Accounts$182,000142
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000533
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$5,504,00047
Number of Managed Accounts$4,448,00036
Personal Trust and Agency Accounts$2,436,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00030
Employee Benefit-defined Benefit Accounts$9,00076
Number of other employee benefit and retirement-related accounts$725,00045
Corporate Trust and Agency Accounts$13,00028
Number of managed investment management and investment advisory agency accounts$406,000116
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$729,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$170,000173
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,056,00062
Personal Trust and Agency Accounts$519,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000113
Employee Benefit-defined Benefit Accounts$21,00047
Number non-managed other employee benefit and retirement-related accounts$126,00076
Corporate Trust and Agency Accounts$256,00042
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$90,00025
Memoranda
Custody and Safekeeping Accounts$183,000111
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000258
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$5,522,00050
Number of Managed Accounts$4,432,00037
Personal Trust and Agency Accounts$2,423,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,00032
Employee Benefit-defined Benefit Accounts$8,00080
Number of other employee benefit and retirement-related accounts$716,00045
Corporate Trust and Agency Accounts$14,00027
Number of managed investment management and investment advisory agency accounts$421,000114
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$723,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$151,000182
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,090,00061
Personal Trust and Agency Accounts$515,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000113
Employee Benefit-defined Benefit Accounts$21,00048
Number non-managed other employee benefit and retirement-related accounts$130,00078
Corporate Trust and Agency Accounts$283,00041
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$97,00025
Memoranda
Custody and Safekeeping Accounts$181,000118
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000255
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$5,517,00052
Number of Managed Accounts$4,465,00038
Personal Trust and Agency Accounts$2,437,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$130,00030
Employee Benefit-defined Benefit Accounts$9,00076
Number of other employee benefit and retirement-related accounts$725,00045
Corporate Trust and Agency Accounts$12,00029
Number of managed investment management and investment advisory agency accounts$454,000104
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$698,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$130,000197
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,052,00060
Personal Trust and Agency Accounts$479,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000114
Employee Benefit-defined Benefit Accounts$22,00047
Number non-managed other employee benefit and retirement-related accounts$131,00075
Corporate Trust and Agency Accounts$277,00043
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$99,00025
Memoranda
Custody and Safekeeping Accounts$157,000125
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000264
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$5,455,00052
Number of Managed Accounts$4,384,00037
Personal Trust and Agency Accounts$2,401,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00036
Employee Benefit-defined Benefit Accounts$10,00079
Number of other employee benefit and retirement-related accounts$727,00045
Corporate Trust and Agency Accounts$12,00054
Number of managed investment management and investment advisory agency accounts$457,000105
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$653,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$120,000236
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,482,00020
Number of Non-Managed Accounts$1,071,00064
Personal Trust and Agency Accounts$466,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000133
Employee Benefit-defined Benefit Accounts$22,00047
Number non-managed other employee benefit and retirement-related accounts$133,000114
Corporate Trust and Agency Accounts$293,00041
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$113,00027
Memoranda
Custody and Safekeeping Accounts$154,000161
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000553
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$5,475,00053
Number of Managed Accounts$4,435,00039
Personal Trust and Agency Accounts$2,415,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00030
Employee Benefit-defined Benefit Accounts$10,00071
Number of other employee benefit and retirement-related accounts$759,00047
Corporate Trust and Agency Accounts$16,00027
Number of managed investment management and investment advisory agency accounts$487,00093
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$624,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$113,000201
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,040,00058
Personal Trust and Agency Accounts$448,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000119
Employee Benefit-defined Benefit Accounts$21,00049
Number non-managed other employee benefit and retirement-related accounts$137,00070
Corporate Trust and Agency Accounts$291,00040
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$100,00023
Memoranda
Custody and Safekeeping Accounts$139,000131
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000273
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$5,470,00054
Number of Managed Accounts$4,466,00039
Personal Trust and Agency Accounts$2,392,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00029
Employee Benefit-defined Benefit Accounts$10,00073
Number of other employee benefit and retirement-related accounts$766,00047
Corporate Trust and Agency Accounts$16,00030
Number of managed investment management and investment advisory agency accounts$550,00084
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$608,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$100,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,004,00062
Personal Trust and Agency Accounts$451,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000121
Employee Benefit-defined Benefit Accounts$21,00050
Number non-managed other employee benefit and retirement-related accounts$142,00073
Corporate Trust and Agency Accounts$253,00045
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$94,00024
Memoranda
Custody and Safekeeping Accounts$139,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000274
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$5,473,00053
Number of Managed Accounts$4,500,00039
Personal Trust and Agency Accounts$2,410,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00033
Employee Benefit-defined Benefit Accounts$11,00068
Number of other employee benefit and retirement-related accounts$779,00042
Corporate Trust and Agency Accounts$16,00031
Number of managed investment management and investment advisory agency accounts$561,00082
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$599,0001
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$92,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$973,00066
Personal Trust and Agency Accounts$421,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000127
Employee Benefit-defined Benefit Accounts$20,00049
Number non-managed other employee benefit and retirement-related accounts$142,00073
Corporate Trust and Agency Accounts$254,00044
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$93,00025
Memoranda
Custody and Safekeeping Accounts$138,000133
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000291
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$5,454,00053
Number of Managed Accounts$4,448,00039
Personal Trust and Agency Accounts$2,377,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00042
Employee Benefit-defined Benefit Accounts$11,00073
Number of other employee benefit and retirement-related accounts$778,00040
Corporate Trust and Agency Accounts$14,00060
Number of managed investment management and investment advisory agency accounts$567,00081
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$585,0002
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$75,000294
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$3,513,00022
Number of Non-Managed Accounts$1,006,00073
Personal Trust and Agency Accounts$429,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000143
Employee Benefit-defined Benefit Accounts$21,00051
Number non-managed other employee benefit and retirement-related accounts$154,000110
Corporate Trust and Agency Accounts$256,00046
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$105,00035
Memoranda
Custody and Safekeeping Accounts$136,000188
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000672
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$5,428,00050
Number of Managed Accounts$4,455,00038
Personal Trust and Agency Accounts$2,360,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00040
Employee Benefit-defined Benefit Accounts$11,00069
Number of other employee benefit and retirement-related accounts$782,00039
Corporate Trust and Agency Accounts$14,00030
Number of managed investment management and investment advisory agency accounts$580,00079
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$593,0002
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$54,000238
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$973,00069
Personal Trust and Agency Accounts$407,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000130
Employee Benefit-defined Benefit Accounts$21,00050
Number non-managed other employee benefit and retirement-related accounts$164,00065
Corporate Trust and Agency Accounts$247,00042
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$93,00029
Memoranda
Custody and Safekeeping Accounts$142,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000280
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$5,440,00050
Number of Managed Accounts$4,427,00038
Personal Trust and Agency Accounts$2,334,00031
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00040
Employee Benefit-defined Benefit Accounts$11,00072
Number of other employee benefit and retirement-related accounts$781,00039
Corporate Trust and Agency Accounts$15,00032
Number of managed investment management and investment advisory agency accounts$581,00074
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$590,0002
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$39,000256
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,013,00069
Personal Trust and Agency Accounts$443,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000130
Employee Benefit-defined Benefit Accounts$22,00050
Number non-managed other employee benefit and retirement-related accounts$165,00062
Corporate Trust and Agency Accounts$247,00044
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$94,00029
Memoranda
Custody and Safekeeping Accounts$141,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$5,000277
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$5,443,00051
Number of Managed Accounts$4,435,00036
Personal Trust and Agency Accounts$2,343,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00036
Employee Benefit-defined Benefit Accounts$11,00073
Number of other employee benefit and retirement-related accounts$781,00038
Corporate Trust and Agency Accounts$15,00033
Number of managed investment management and investment advisory agency accounts$598,00072
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$570,0003
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$23,000274
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,008,00070
Personal Trust and Agency Accounts$428,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000128
Employee Benefit-defined Benefit Accounts$22,00052
Number non-managed other employee benefit and retirement-related accounts$168,00059
Corporate Trust and Agency Accounts$244,00047
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$103,00030
Memoranda
Custody and Safekeeping Accounts$146,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$4,000278
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$5,369,00057
Number of Managed Accounts$4,367,00040
Personal Trust and Agency Accounts$2,315,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,00049
Employee Benefit-defined Benefit Accounts$11,00074
Number of other employee benefit and retirement-related accounts$774,00039
Corporate Trust and Agency Accounts$17,00055
Number of managed investment management and investment advisory agency accounts$602,00072
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$538,0003
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$2,000609
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$1,002,00079
Personal Trust and Agency Accounts$415,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000146
Employee Benefit-defined Benefit Accounts$22,00049
Number non-managed other employee benefit and retirement-related accounts$166,000103
Corporate Trust and Agency Accounts$239,00050
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$117,00035
Memoranda
Custody and Safekeeping Accounts$145,000172
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0800
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$5,392,00055
Number of Managed Accounts$4,367,00041
Personal Trust and Agency Accounts$2,342,00034
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00047
Employee Benefit-defined Benefit Accounts$11,00067
Number of other employee benefit and retirement-related accounts$774,00042
Corporate Trust and Agency Accounts$16,00034
Number of managed investment management and investment advisory agency accounts$579,00082
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$530,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,025,00071
Personal Trust and Agency Accounts$436,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000131
Employee Benefit-defined Benefit Accounts$23,00048
Number non-managed other employee benefit and retirement-related accounts$164,00061
Corporate Trust and Agency Accounts$243,00047
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$116,00034
Memoranda
Custody and Safekeeping Accounts$141,000136
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,398,00056
Number of Managed Accounts$4,347,00043
Personal Trust and Agency Accounts$2,364,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00043
Employee Benefit-defined Benefit Accounts$12,00066
Number of other employee benefit and retirement-related accounts$774,00042
Corporate Trust and Agency Accounts$16,00036
Number of managed investment management and investment advisory agency accounts$542,00085
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$521,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,051,00068
Personal Trust and Agency Accounts$444,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000131
Employee Benefit-defined Benefit Accounts$23,00049
Number non-managed other employee benefit and retirement-related accounts$164,00063
Corporate Trust and Agency Accounts$254,00045
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$122,00033
Memoranda
Custody and Safekeeping Accounts$139,000145
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,370,00055
Number of Managed Accounts$4,217,00043
Personal Trust and Agency Accounts$2,375,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$120,00040
Employee Benefit-defined Benefit Accounts$12,00069
Number of other employee benefit and retirement-related accounts$764,00042
Corporate Trust and Agency Accounts$11,00047
Number of managed investment management and investment advisory agency accounts$501,00098
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$434,00010
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,153,00061
Personal Trust and Agency Accounts$443,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,000130
Employee Benefit-defined Benefit Accounts$25,00047
Number non-managed other employee benefit and retirement-related accounts$165,00066
Corporate Trust and Agency Accounts$267,00044
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$209,00024
Memoranda
Custody and Safekeeping Accounts$138,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,340,00057
Number of Managed Accounts$4,171,00044
Personal Trust and Agency Accounts$2,352,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00042
Employee Benefit-defined Benefit Accounts$13,00071
Number of other employee benefit and retirement-related accounts$766,00044
Corporate Trust and Agency Accounts$11,00083
Number of managed investment management and investment advisory agency accounts$481,000107
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$429,0009
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,169,00073
Personal Trust and Agency Accounts$449,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,000154
Employee Benefit-defined Benefit Accounts$25,00059
Number non-managed other employee benefit and retirement-related accounts$170,000111
Corporate Trust and Agency Accounts$270,00051
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$212,00033
Memoranda
Custody and Safekeeping Accounts$140,000185
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,351,00053
Number of Managed Accounts$4,338,00043
Personal Trust and Agency Accounts$2,380,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00043
Employee Benefit-defined Benefit Accounts$14,00062
Number of other employee benefit and retirement-related accounts$818,00037
Corporate Trust and Agency Accounts$15,00039
Number of managed investment management and investment advisory agency accounts$607,00080
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$387,00012
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,013,00073
Personal Trust and Agency Accounts$339,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000137
Employee Benefit-defined Benefit Accounts$24,00049
Number non-managed other employee benefit and retirement-related accounts$127,00089
Corporate Trust and Agency Accounts$251,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$232,00024
Memoranda
Custody and Safekeeping Accounts$167,000139
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,468,00054
Number of Managed Accounts$4,873,00039
Personal Trust and Agency Accounts$2,577,00035
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00043
Employee Benefit-defined Benefit Accounts$14,00061
Number of other employee benefit and retirement-related accounts$830,00038
Corporate Trust and Agency Accounts$16,00039
Number of managed investment management and investment advisory agency accounts$1,072,00058
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$247,00014
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$595,000102
Personal Trust and Agency Accounts$125,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000144
Employee Benefit-defined Benefit Accounts$24,00053
Number non-managed other employee benefit and retirement-related accounts$144,00080
Corporate Trust and Agency Accounts$251,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00080
Memoranda
Custody and Safekeeping Accounts$157,000145
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,575,00053
Number of Managed Accounts$5,008,00038
Personal Trust and Agency Accounts$2,636,00036
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00043
Employee Benefit-defined Benefit Accounts$14,00059
Number of other employee benefit and retirement-related accounts$845,00038
Corporate Trust and Agency Accounts$38,00024
Number of managed investment management and investment advisory agency accounts$1,099,00056
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$259,00018
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$567,000103
Personal Trust and Agency Accounts$94,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$40,000141
Employee Benefit-defined Benefit Accounts$24,00055
Number non-managed other employee benefit and retirement-related accounts$146,00077
Corporate Trust and Agency Accounts$253,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,00087
Memoranda
Custody and Safekeeping Accounts$195,000133
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,448,00058
Number of Managed Accounts$4,902,00040
Personal Trust and Agency Accounts$2,614,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00052
Employee Benefit-defined Benefit Accounts$14,00066
Number of other employee benefit and retirement-related accounts$819,00039
Corporate Trust and Agency Accounts$38,00035
Number of managed investment management and investment advisory agency accounts$1,053,00055
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$256,00018
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$546,000122
Personal Trust and Agency Accounts$85,000139
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000170
Employee Benefit-defined Benefit Accounts$24,00059
Number non-managed other employee benefit and retirement-related accounts$144,000126
Corporate Trust and Agency Accounts$244,00051
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$10,000128
Memoranda
Custody and Safekeeping Accounts$195,000160
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,263,00055
Number of Managed Accounts$4,535,00042
Personal Trust and Agency Accounts$2,875,00037
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00057
Employee Benefit-defined Benefit Accounts$7,00097
Number of other employee benefit and retirement-related accounts$720,00039
Corporate Trust and Agency Accounts$19,00038
Number of managed investment management and investment advisory agency accounts$810,00065
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$9,00072
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$728,00086
Personal Trust and Agency Accounts$133,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00088
Employee Benefit-defined Benefit Accounts$3,000104
Number non-managed other employee benefit and retirement-related accounts$211,00057
Corporate Trust and Agency Accounts$282,00045
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000117
Memoranda
Custody and Safekeeping Accounts$221,000118
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,254,00057
Number of Managed Accounts$4,527,00042
Personal Trust and Agency Accounts$2,896,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00056
Employee Benefit-defined Benefit Accounts$7,00099
Number of other employee benefit and retirement-related accounts$720,00039
Corporate Trust and Agency Accounts$19,00040
Number of managed investment management and investment advisory agency accounts$781,00065
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00071
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$727,00086
Personal Trust and Agency Accounts$134,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00092
Employee Benefit-defined Benefit Accounts$3,000112
Number non-managed other employee benefit and retirement-related accounts$212,00059
Corporate Trust and Agency Accounts$279,00045
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000113
Memoranda
Custody and Safekeeping Accounts$216,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,261,00054
Number of Managed Accounts$4,534,00041
Personal Trust and Agency Accounts$2,899,00039
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00058
Employee Benefit-defined Benefit Accounts$7,00099
Number of other employee benefit and retirement-related accounts$725,00038
Corporate Trust and Agency Accounts$16,00041
Number of managed investment management and investment advisory agency accounts$780,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00076
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$727,00087
Personal Trust and Agency Accounts$135,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00091
Employee Benefit-defined Benefit Accounts$3,000110
Number non-managed other employee benefit and retirement-related accounts$211,00056
Corporate Trust and Agency Accounts$279,00043
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000109
Memoranda
Custody and Safekeeping Accounts$214,000128
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,260,00057
Number of Managed Accounts$4,517,00042
Personal Trust and Agency Accounts$2,903,00040
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00067
Employee Benefit-defined Benefit Accounts$8,000108
Number of other employee benefit and retirement-related accounts$730,00038
Corporate Trust and Agency Accounts$16,00074
Number of managed investment management and investment advisory agency accounts$760,00064
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,000126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$743,000101
Personal Trust and Agency Accounts$139,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00096
Employee Benefit-defined Benefit Accounts$3,000135
Number non-managed other employee benefit and retirement-related accounts$216,00089
Corporate Trust and Agency Accounts$279,00046
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000218
Memoranda
Custody and Safekeeping Accounts$208,000157
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,257,00058
Number of Managed Accounts$4,514,00044
Personal Trust and Agency Accounts$2,898,00043
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00062
Employee Benefit-defined Benefit Accounts$7,000104
Number of other employee benefit and retirement-related accounts$744,00039
Corporate Trust and Agency Accounts$14,00046
Number of managed investment management and investment advisory agency accounts$750,00067
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00082
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$743,00089
Personal Trust and Agency Accounts$138,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00088
Employee Benefit-defined Benefit Accounts$3,000113
Number non-managed other employee benefit and retirement-related accounts$217,00058
Corporate Trust and Agency Accounts$275,00047
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000106
Memoranda
Custody and Safekeeping Accounts$207,000126
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,291,00056
Number of Managed Accounts$4,540,00044
Personal Trust and Agency Accounts$2,917,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00059
Employee Benefit-defined Benefit Accounts$7,000113
Number of other employee benefit and retirement-related accounts$755,00039
Corporate Trust and Agency Accounts$11,00050
Number of managed investment management and investment advisory agency accounts$749,00068
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$751,00090
Personal Trust and Agency Accounts$141,00061
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00096
Employee Benefit-defined Benefit Accounts$3,000123
Number non-managed other employee benefit and retirement-related accounts$220,00059
Corporate Trust and Agency Accounts$275,00050
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000113
Memoranda
Custody and Safekeeping Accounts$199,000133
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,298,00057
Number of Managed Accounts$4,548,00045
Personal Trust and Agency Accounts$2,928,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00061
Employee Benefit-defined Benefit Accounts$7,000112
Number of other employee benefit and retirement-related accounts$756,00037
Corporate Trust and Agency Accounts$12,00049
Number of managed investment management and investment advisory agency accounts$744,00068
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00094
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$750,00091
Personal Trust and Agency Accounts$136,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00096
Employee Benefit-defined Benefit Accounts$3,000121
Number non-managed other employee benefit and retirement-related accounts$222,00060
Corporate Trust and Agency Accounts$275,00050
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000115
Memoranda
Custody and Safekeeping Accounts$203,000130
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,374,00063
Number of Managed Accounts$4,628,00048
Personal Trust and Agency Accounts$2,931,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00073
Employee Benefit-defined Benefit Accounts$7,000123
Number of other employee benefit and retirement-related accounts$762,00038
Corporate Trust and Agency Accounts$11,00093
Number of managed investment management and investment advisory agency accounts$817,00062
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,000153
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$746,000104
Personal Trust and Agency Accounts$134,00088
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,000106
Employee Benefit-defined Benefit Accounts$3,000155
Number non-managed other employee benefit and retirement-related accounts$222,00090
Corporate Trust and Agency Accounts$276,00048
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000233
Memoranda
Custody and Safekeeping Accounts$174,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,360,00059
Number of Managed Accounts$4,629,00046
Personal Trust and Agency Accounts$2,935,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00070
Employee Benefit-defined Benefit Accounts$7,000111
Number of other employee benefit and retirement-related accounts$766,00038
Corporate Trust and Agency Accounts$11,00053
Number of managed investment management and investment advisory agency accounts$812,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00085
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$731,00089
Personal Trust and Agency Accounts$135,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00099
Employee Benefit-defined Benefit Accounts$3,000124
Number non-managed other employee benefit and retirement-related accounts$222,00056
Corporate Trust and Agency Accounts$264,00047
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000118
Memoranda
Custody and Safekeeping Accounts$151,000146
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,452,00055
Number of Managed Accounts$4,721,00044
Personal Trust and Agency Accounts$3,027,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$95,00069
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$775,00037
Corporate Trust and Agency Accounts$11,00052
Number of managed investment management and investment advisory agency accounts$798,00059
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$7,00080
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$731,00092
Personal Trust and Agency Accounts$134,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00094
Employee Benefit-defined Benefit Accounts$3,000116
Number non-managed other employee benefit and retirement-related accounts$222,00055
Corporate Trust and Agency Accounts$260,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000119
Memoranda
Custody and Safekeeping Accounts$144,000150
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,458,00059
Number of Managed Accounts$4,726,00046
Personal Trust and Agency Accounts$3,010,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00073
Employee Benefit-defined Benefit Accounts$8,000107
Number of other employee benefit and retirement-related accounts$792,00036
Corporate Trust and Agency Accounts$11,00052
Number of managed investment management and investment advisory agency accounts$804,00060
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$8,00075
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$732,00096
Personal Trust and Agency Accounts$132,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,000100
Employee Benefit-defined Benefit Accounts$3,000121
Number non-managed other employee benefit and retirement-related accounts$220,00056
Corporate Trust and Agency Accounts$265,00050
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000118
Memoranda
Custody and Safekeeping Accounts$144,000151
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,507,00066
Number of Managed Accounts$4,756,00048
Personal Trust and Agency Accounts$3,050,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00075
Employee Benefit-defined Benefit Accounts$8,000117
Number of other employee benefit and retirement-related accounts$809,00031
Corporate Trust and Agency Accounts$11,00095
Number of managed investment management and investment advisory agency accounts$783,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000205
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$751,000108
Personal Trust and Agency Accounts$135,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,000113
Employee Benefit-defined Benefit Accounts$3,000151
Number non-managed other employee benefit and retirement-related accounts$225,00091
Corporate Trust and Agency Accounts$278,00051
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000238
Memoranda
Custody and Safekeeping Accounts$222,000158
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,582,00059
Number of Managed Accounts$4,788,00046
Personal Trust and Agency Accounts$3,066,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$94,00070
Employee Benefit-defined Benefit Accounts$8,000104
Number of other employee benefit and retirement-related accounts$821,00032
Corporate Trust and Agency Accounts$11,00050
Number of managed investment management and investment advisory agency accounts$785,00060
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00096
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$794,00093
Personal Trust and Agency Accounts$142,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,00097
Employee Benefit-defined Benefit Accounts$3,000122
Number non-managed other employee benefit and retirement-related accounts$227,00055
Corporate Trust and Agency Accounts$293,00049
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000116
Memoranda
Custody and Safekeeping Accounts$229,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,574,00059
Number of Managed Accounts$4,802,00046
Personal Trust and Agency Accounts$3,067,00045
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00073
Employee Benefit-defined Benefit Accounts$8,000103
Number of other employee benefit and retirement-related accounts$835,00031
Corporate Trust and Agency Accounts$8,00059
Number of managed investment management and investment advisory agency accounts$790,00059
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000102
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$772,00096
Personal Trust and Agency Accounts$144,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$127,000100
Employee Benefit-defined Benefit Accounts$3,000126
Number non-managed other employee benefit and retirement-related accounts$230,00058
Corporate Trust and Agency Accounts$267,00054
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000113
Memoranda
Custody and Safekeeping Accounts$230,000134
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,521,00061
Number of Managed Accounts$4,771,00047
Personal Trust and Agency Accounts$3,086,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00072
Employee Benefit-defined Benefit Accounts$8,000105
Number of other employee benefit and retirement-related accounts$839,00028
Corporate Trust and Agency Accounts$8,00055
Number of managed investment management and investment advisory agency accounts$731,00062
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000114
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$750,00096
Personal Trust and Agency Accounts$115,00084
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$128,000102
Employee Benefit-defined Benefit Accounts$3,000132
Number non-managed other employee benefit and retirement-related accounts$235,00057
Corporate Trust and Agency Accounts$268,00055
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000119
Memoranda
Custody and Safekeeping Accounts$214,000141
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,450,00068
Number of Managed Accounts$4,679,00050
Personal Trust and Agency Accounts$3,087,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00083
Employee Benefit-defined Benefit Accounts$7,000129
Number of other employee benefit and retirement-related accounts$791,00033
Corporate Trust and Agency Accounts$5,000156
Number of managed investment management and investment advisory agency accounts$701,00064
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$771,000110
Personal Trust and Agency Accounts$118,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,000115
Employee Benefit-defined Benefit Accounts$3,000158
Number non-managed other employee benefit and retirement-related accounts$278,00076
Corporate Trust and Agency Accounts$246,00065
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000250
Memoranda
Custody and Safekeeping Accounts$215,000174
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,408,00068
Number of Managed Accounts$4,637,00049
Personal Trust and Agency Accounts$3,050,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00089
Employee Benefit-defined Benefit Accounts$5,000140
Number of other employee benefit and retirement-related accounts$783,00033
Corporate Trust and Agency Accounts$5,00075
Number of managed investment management and investment advisory agency accounts$708,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$771,000104
Personal Trust and Agency Accounts$118,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,000113
Employee Benefit-defined Benefit Accounts$3,000143
Number non-managed other employee benefit and retirement-related accounts$273,00054
Corporate Trust and Agency Accounts$250,00067
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000137
Memoranda
Custody and Safekeeping Accounts$158,000170
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,345,00070
Number of Managed Accounts$4,615,00049
Personal Trust and Agency Accounts$3,026,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00090
Employee Benefit-defined Benefit Accounts$5,000144
Number of other employee benefit and retirement-related accounts$784,00033
Corporate Trust and Agency Accounts$5,00081
Number of managed investment management and investment advisory agency accounts$705,00064
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$730,000108
Personal Trust and Agency Accounts$106,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,000120
Employee Benefit-defined Benefit Accounts$3,000141
Number non-managed other employee benefit and retirement-related accounts$264,00061
Corporate Trust and Agency Accounts$235,00070
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000140
Memoranda
Custody and Safekeeping Accounts$154,000178
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,333,00071
Number of Managed Accounts$4,635,00051
Personal Trust and Agency Accounts$3,035,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,000101
Employee Benefit-defined Benefit Accounts$5,000147
Number of other employee benefit and retirement-related accounts$784,00028
Corporate Trust and Agency Accounts$5,00088
Number of managed investment management and investment advisory agency accounts$717,00064
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$698,000112
Personal Trust and Agency Accounts$106,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,000128
Employee Benefit-defined Benefit Accounts$3,000143
Number non-managed other employee benefit and retirement-related accounts$253,00061
Corporate Trust and Agency Accounts$220,00075
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000146
Memoranda
Custody and Safekeeping Accounts$154,000183
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,352,00076
Number of Managed Accounts$4,677,00053
Personal Trust and Agency Accounts$3,043,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,000115
Employee Benefit-defined Benefit Accounts$5,000169
Number of other employee benefit and retirement-related accounts$809,00028
Corporate Trust and Agency Accounts$5,000185
Number of managed investment management and investment advisory agency accounts$727,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$675,000124
Personal Trust and Agency Accounts$105,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,000144
Employee Benefit-defined Benefit Accounts$3,000168
Number non-managed other employee benefit and retirement-related accounts$259,00081
Corporate Trust and Agency Accounts$201,00073
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000261
Memoranda
Custody and Safekeeping Accounts$154,000229
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,419,00065
Number of Managed Accounts$4,988,00047
Personal Trust and Agency Accounts$3,078,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$155,00087
Employee Benefit-defined Benefit Accounts$5,000166
Number of other employee benefit and retirement-related accounts$987,00023
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$763,00053
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$431,000162
Personal Trust and Agency Accounts$104,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000239
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$88,000204
Corporate Trust and Agency Accounts$203,00081
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$1,000249
Memoranda
Custody and Safekeeping Accounts$133,000233
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA