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Wilmington Trust Company, Number of Fiduciary and Related Asset Accounts

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$29,712,00020
Number of Managed Accounts$7,408,00029
Personal Trust and Agency Accounts$4,988,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00094
Employee Benefit-defined Benefit Accounts$76,00021
Number of other employee benefit and retirement-related accounts$344,000100
Corporate Trust and Agency Accounts$182,0005
Number of managed investment management and investment advisory agency accounts$1,612,00038
Number of foundation and endowment trust and agency accounts, managed assets$130,00044
Other Fiduciary Accounts$32,00024
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$344,00089
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,304,00013
Personal Trust and Agency Accounts$1,741,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,311,00010
Employee Benefit-defined Benefit Accounts$320,00012
Number non-managed other employee benefit and retirement-related accounts$74,000114
Corporate Trust and Agency Accounts$16,321,0006
Number of investment management and advisory agency accounts, non-managed assets$16,00061
Number (#) individual retirement, health savings, and other similar accounts$183,0008
Other Fiduciary Accounts$338,00013
Memoranda
Custody and Safekeeping Accounts$3,024,00032
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000175
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$29,848,00019
Number of Managed Accounts$7,547,00028
Personal Trust and Agency Accounts$5,051,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,00093
Employee Benefit-defined Benefit Accounts$79,00020
Number of other employee benefit and retirement-related accounts$351,00098
Corporate Trust and Agency Accounts$182,0006
Number of managed investment management and investment advisory agency accounts$1,676,00036
Number of foundation and endowment trust and agency accounts, managed assets$130,00043
Other Fiduciary Accounts$32,00024
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$351,00086
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,301,00014
Personal Trust and Agency Accounts$1,752,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,230,00011
Employee Benefit-defined Benefit Accounts$317,00013
Number non-managed other employee benefit and retirement-related accounts$73,000115
Corporate Trust and Agency Accounts$16,405,0006
Number of investment management and advisory agency accounts, non-managed assets$6,00098
Number (#) individual retirement, health savings, and other similar accounts$185,0008
Other Fiduciary Accounts$333,00014
Memoranda
Custody and Safekeeping Accounts$2,998,00032
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000178
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$30,692,00018
Number of Managed Accounts$7,573,00028
Personal Trust and Agency Accounts$5,023,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000105
Employee Benefit-defined Benefit Accounts$78,00021
Number of other employee benefit and retirement-related accounts$364,00095
Corporate Trust and Agency Accounts$185,0008
Number of managed investment management and investment advisory agency accounts$1,713,00031
Number of foundation and endowment trust and agency accounts, managed assets$131,00040
Other Fiduciary Accounts$32,00030
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$364,00086
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,345,00028
Number of Non-Managed Accounts$23,119,00013
Personal Trust and Agency Accounts$1,762,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,199,00010
Employee Benefit-defined Benefit Accounts$361,00012
Number non-managed other employee benefit and retirement-related accounts$53,000243
Corporate Trust and Agency Accounts$17,209,0006
Number of investment management and advisory agency accounts, non-managed assets$8,000148
Number (#) individual retirement, health savings, and other similar accounts$186,0008
Other Fiduciary Accounts$341,00016
Memoranda
Custody and Safekeeping Accounts$3,100,00033
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$36,000360
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$15,598,00028
Number of Managed Accounts$7,192,00028
Personal Trust and Agency Accounts$4,876,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00099
Employee Benefit-defined Benefit Accounts$70,00020
Number of other employee benefit and retirement-related accounts$350,00093
Corporate Trust and Agency Accounts$96,0008
Number of managed investment management and investment advisory agency accounts$1,628,00034
Number of foundation and endowment trust and agency accounts, managed assets$98,00052
Other Fiduciary Accounts$30,00028
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$350,00085
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,406,00021
Personal Trust and Agency Accounts$1,613,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,201,00013
Employee Benefit-defined Benefit Accounts$266,00014
Number non-managed other employee benefit and retirement-related accounts$40,000146
Corporate Trust and Agency Accounts$3,873,00011
Number of investment management and advisory agency accounts, non-managed assets$5,000105
Number (#) individual retirement, health savings, and other similar accounts$178,0008
Other Fiduciary Accounts$230,00015
Memoranda
Custody and Safekeeping Accounts$2,428,00033
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000190
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$15,747,00028
Number of Managed Accounts$7,269,00027
Personal Trust and Agency Accounts$4,917,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$44,00098
Employee Benefit-defined Benefit Accounts$69,00020
Number of other employee benefit and retirement-related accounts$356,00085
Corporate Trust and Agency Accounts$98,0008
Number of managed investment management and investment advisory agency accounts$1,652,00034
Number of foundation and endowment trust and agency accounts, managed assets$102,00048
Other Fiduciary Accounts$31,00027
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$356,00074
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,478,00022
Personal Trust and Agency Accounts$1,631,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,167,00014
Employee Benefit-defined Benefit Accounts$261,00015
Number non-managed other employee benefit and retirement-related accounts$43,000145
Corporate Trust and Agency Accounts$3,965,00011
Number of investment management and advisory agency accounts, non-managed assets$2,000133
Number (#) individual retirement, health savings, and other similar accounts$180,0009
Other Fiduciary Accounts$229,00015
Memoranda
Custody and Safekeeping Accounts$2,456,00033
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000182
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$15,641,00029
Number of Managed Accounts$7,306,00026
Personal Trust and Agency Accounts$4,942,00017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00095
Employee Benefit-defined Benefit Accounts$67,00023
Number of other employee benefit and retirement-related accounts$358,00085
Corporate Trust and Agency Accounts$64,00010
Number of managed investment management and investment advisory agency accounts$1,691,00034
Number of foundation and endowment trust and agency accounts, managed assets$104,00046
Other Fiduciary Accounts$37,00026
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$358,00073
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,335,00022
Personal Trust and Agency Accounts$1,638,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,128,00015
Employee Benefit-defined Benefit Accounts$256,00015
Number non-managed other employee benefit and retirement-related accounts$43,000137
Corporate Trust and Agency Accounts$3,869,00011
Number of investment management and advisory agency accounts, non-managed assets$2,000129
Number (#) individual retirement, health savings, and other similar accounts$179,0009
Other Fiduciary Accounts$220,00019
Memoranda
Custody and Safekeeping Accounts$2,454,00034
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000180
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$17,698,00028
Number of Managed Accounts$7,331,00029
Personal Trust and Agency Accounts$4,942,00018
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$42,000112
Employee Benefit-defined Benefit Accounts$63,00027
Number of other employee benefit and retirement-related accounts$361,00087
Corporate Trust and Agency Accounts$64,00013
Number of managed investment management and investment advisory agency accounts$1,721,00034
Number of foundation and endowment trust and agency accounts, managed assets$107,00046
Other Fiduciary Accounts$31,00033
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$361,00076
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$2,294,00029
Number of Non-Managed Accounts$10,367,00021
Personal Trust and Agency Accounts$1,606,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,093,00017
Employee Benefit-defined Benefit Accounts$258,00016
Number non-managed other employee benefit and retirement-related accounts$40,000293
Corporate Trust and Agency Accounts$5,974,00010
Number of investment management and advisory agency accounts, non-managed assets$1,000279
Number (#) individual retirement, health savings, and other similar accounts$179,00010
Other Fiduciary Accounts$216,00025
Memoranda
Custody and Safekeeping Accounts$2,558,00035
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$39,000349
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$31,856,00021
Number of Managed Accounts$7,765,00028
Personal Trust and Agency Accounts$5,049,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00086
Employee Benefit-defined Benefit Accounts$72,00024
Number of other employee benefit and retirement-related accounts$381,00078
Corporate Trust and Agency Accounts$154,0008
Number of managed investment management and investment advisory agency accounts$2,014,00030
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$40,00027
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$24,091,00014
Personal Trust and Agency Accounts$1,714,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,932,0009
Employee Benefit-defined Benefit Accounts$360,00014
Number non-managed other employee benefit and retirement-related accounts$43,000145
Corporate Trust and Agency Accounts$17,711,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$331,00018
Memoranda
Custody and Safekeeping Accounts$4,107,00030
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$31,771,00021
Number of Managed Accounts$7,823,00029
Personal Trust and Agency Accounts$5,063,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00086
Employee Benefit-defined Benefit Accounts$74,00026
Number of other employee benefit and retirement-related accounts$395,00077
Corporate Trust and Agency Accounts$154,0008
Number of managed investment management and investment advisory agency accounts$2,041,00033
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$40,00029
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$23,948,00014
Personal Trust and Agency Accounts$1,740,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,856,0009
Employee Benefit-defined Benefit Accounts$353,00014
Number non-managed other employee benefit and retirement-related accounts$42,000152
Corporate Trust and Agency Accounts$17,634,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$323,00018
Memoranda
Custody and Safekeeping Accounts$4,403,00029
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$31,610,00022
Number of Managed Accounts$7,805,00028
Personal Trust and Agency Accounts$5,072,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00087
Employee Benefit-defined Benefit Accounts$70,00027
Number of other employee benefit and retirement-related accounts$376,00081
Corporate Trust and Agency Accounts$174,0006
Number of managed investment management and investment advisory agency accounts$2,015,00034
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$41,00027
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$23,805,00013
Personal Trust and Agency Accounts$1,711,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,758,0008
Employee Benefit-defined Benefit Accounts$339,00014
Number non-managed other employee benefit and retirement-related accounts$43,000152
Corporate Trust and Agency Accounts$17,631,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$323,00018
Memoranda
Custody and Safekeeping Accounts$4,593,00030
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$37,143,00020
Number of Managed Accounts$7,774,00030
Personal Trust and Agency Accounts$5,049,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00095
Employee Benefit-defined Benefit Accounts$69,00026
Number of other employee benefit and retirement-related accounts$374,00088
Corporate Trust and Agency Accounts$177,0006
Number of managed investment management and investment advisory agency accounts$2,010,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$38,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,369,00013
Personal Trust and Agency Accounts$1,714,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,108,0004
Employee Benefit-defined Benefit Accounts$357,00014
Number non-managed other employee benefit and retirement-related accounts$32,000346
Corporate Trust and Agency Accounts$17,811,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$347,00023
Memoranda
Custody and Safekeeping Accounts$4,671,00033
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$37,134,00019
Number of Managed Accounts$7,683,00028
Personal Trust and Agency Accounts$5,011,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$56,00089
Employee Benefit-defined Benefit Accounts$68,00027
Number of other employee benefit and retirement-related accounts$371,00083
Corporate Trust and Agency Accounts$165,0006
Number of managed investment management and investment advisory agency accounts$1,974,00036
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$38,00028
Memoranda
Fiduciary Accounts Held in Foreign Offices$010
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,451,00012
Personal Trust and Agency Accounts$1,696,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,906,0004
Employee Benefit-defined Benefit Accounts$356,00015
Number non-managed other employee benefit and retirement-related accounts$33,000176
Corporate Trust and Agency Accounts$18,118,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$342,00017
Memoranda
Custody and Safekeeping Accounts$4,847,00029
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$37,036,00019
Number of Managed Accounts$7,730,00029
Personal Trust and Agency Accounts$5,014,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$54,00091
Employee Benefit-defined Benefit Accounts$67,00028
Number of other employee benefit and retirement-related accounts$365,00082
Corporate Trust and Agency Accounts$213,0007
Number of managed investment management and investment advisory agency accounts$1,979,00039
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$38,00029
Memoranda
Fiduciary Accounts Held in Foreign Offices$011
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,306,00014
Personal Trust and Agency Accounts$1,672,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,869,0004
Employee Benefit-defined Benefit Accounts$342,00015
Number non-managed other employee benefit and retirement-related accounts$33,000176
Corporate Trust and Agency Accounts$18,045,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$345,00017
Memoranda
Custody and Safekeeping Accounts$4,881,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$36,971,00018
Number of Managed Accounts$7,699,00029
Personal Trust and Agency Accounts$5,084,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$55,00088
Employee Benefit-defined Benefit Accounts$66,00026
Number of other employee benefit and retirement-related accounts$340,00083
Corporate Trust and Agency Accounts$208,0006
Number of managed investment management and investment advisory agency accounts$1,908,00041
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$38,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,272,00013
Personal Trust and Agency Accounts$1,674,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,815,0004
Employee Benefit-defined Benefit Accounts$323,00017
Number non-managed other employee benefit and retirement-related accounts$33,000178
Corporate Trust and Agency Accounts$18,086,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$341,00017
Memoranda
Custody and Safekeeping Accounts$4,935,00032
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$36,501,00019
Number of Managed Accounts$7,916,00030
Personal Trust and Agency Accounts$5,098,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00097
Employee Benefit-defined Benefit Accounts$66,00030
Number of other employee benefit and retirement-related accounts$347,00084
Corporate Trust and Agency Accounts$403,0002
Number of managed investment management and investment advisory agency accounts$1,908,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$36,00045
Memoranda
Fiduciary Accounts Held in Foreign Offices$4,00012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,585,00013
Personal Trust and Agency Accounts$1,680,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,766,0005
Employee Benefit-defined Benefit Accounts$304,00017
Number non-managed other employee benefit and retirement-related accounts$36,000333
Corporate Trust and Agency Accounts$17,458,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$341,00022
Memoranda
Custody and Safekeeping Accounts$5,137,00032
Fiduciary Accounts Held in Foreign Offices$116,00011
# 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$36,260,00020
Number of Managed Accounts$7,931,00029
Personal Trust and Agency Accounts$5,173,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00088
Employee Benefit-defined Benefit Accounts$67,00029
Number of other employee benefit and retirement-related accounts$333,00079
Corporate Trust and Agency Accounts$377,0002
Number of managed investment management and investment advisory agency accounts$1,893,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$30,00038
Memoranda
Fiduciary Accounts Held in Foreign Offices$3,00012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,329,00012
Personal Trust and Agency Accounts$1,682,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,705,0005
Employee Benefit-defined Benefit Accounts$314,00018
Number non-managed other employee benefit and retirement-related accounts$36,000168
Corporate Trust and Agency Accounts$17,252,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$340,00016
Memoranda
Custody and Safekeeping Accounts$5,114,00029
Fiduciary Accounts Held in Foreign Offices$115,00010
# 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$35,921,00020
Number of Managed Accounts$8,050,00029
Personal Trust and Agency Accounts$5,295,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$58,00093
Employee Benefit-defined Benefit Accounts$69,00030
Number of other employee benefit and retirement-related accounts$333,00076
Corporate Trust and Agency Accounts$328,0005
Number of managed investment management and investment advisory agency accounts$1,938,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$29,00039
Memoranda
Fiduciary Accounts Held in Foreign Offices$7,00011
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$27,871,00012
Personal Trust and Agency Accounts$1,689,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,677,0005
Employee Benefit-defined Benefit Accounts$312,00017
Number non-managed other employee benefit and retirement-related accounts$41,000163
Corporate Trust and Agency Accounts$16,789,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$363,00016
Memoranda
Custody and Safekeeping Accounts$4,985,00030
Fiduciary Accounts Held in Foreign Offices$103,00011
# 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$35,031,00021
Number of Managed Accounts$7,979,00028
Personal Trust and Agency Accounts$5,322,00021
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$62,00093
Employee Benefit-defined Benefit Accounts$67,00031
Number of other employee benefit and retirement-related accounts$326,00078
Corporate Trust and Agency Accounts$265,0007
Number of managed investment management and investment advisory agency accounts$1,912,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$25,00041
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,00012
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$27,052,00012
Personal Trust and Agency Accounts$1,718,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,589,0006
Employee Benefit-defined Benefit Accounts$284,00018
Number non-managed other employee benefit and retirement-related accounts$40,000162
Corporate Trust and Agency Accounts$16,061,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$360,00016
Memoranda
Custody and Safekeeping Accounts$4,851,00031
Fiduciary Accounts Held in Foreign Offices$109,00011
# 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$34,292,00021
Number of Managed Accounts$7,974,00029
Personal Trust and Agency Accounts$5,385,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00088
Employee Benefit-defined Benefit Accounts$67,00033
Number of other employee benefit and retirement-related accounts$324,00083
Corporate Trust and Agency Accounts$227,0008
Number of managed investment management and investment advisory agency accounts$1,877,00039
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00066
Memoranda
Fiduciary Accounts Held in Foreign Offices$2,00012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,318,00012
Personal Trust and Agency Accounts$1,745,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,293,0005
Employee Benefit-defined Benefit Accounts$273,00019
Number non-managed other employee benefit and retirement-related accounts$37,000325
Corporate Trust and Agency Accounts$15,611,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$359,00023
Memoranda
Custody and Safekeeping Accounts$4,925,00031
Fiduciary Accounts Held in Foreign Offices$106,00012
# 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$33,174,00021
Number of Managed Accounts$7,956,00027
Personal Trust and Agency Accounts$5,400,00023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00085
Employee Benefit-defined Benefit Accounts$66,00032
Number of other employee benefit and retirement-related accounts$326,00083
Corporate Trust and Agency Accounts$198,0007
Number of managed investment management and investment advisory agency accounts$1,872,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00050
Memoranda
Fiduciary Accounts Held in Foreign Offices$012
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$25,218,00012
Personal Trust and Agency Accounts$1,716,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,589,0006
Employee Benefit-defined Benefit Accounts$274,00020
Number non-managed other employee benefit and retirement-related accounts$38,000167
Corporate Trust and Agency Accounts$15,253,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$348,00021
Memoranda
Custody and Safekeeping Accounts$4,829,00033
Fiduciary Accounts Held in Foreign Offices$85,00011
# 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$32,591,00021
Number of Managed Accounts$7,997,00028
Personal Trust and Agency Accounts$5,446,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00084
Employee Benefit-defined Benefit Accounts$69,00032
Number of other employee benefit and retirement-related accounts$328,00083
Corporate Trust and Agency Accounts$184,0009
Number of managed investment management and investment advisory agency accounts$1,878,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00056
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,594,00013
Personal Trust and Agency Accounts$1,657,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,313,0007
Employee Benefit-defined Benefit Accounts$262,00021
Number non-managed other employee benefit and retirement-related accounts$37,000170
Corporate Trust and Agency Accounts$14,980,0008
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$345,00021
Memoranda
Custody and Safekeeping Accounts$4,499,00034
Fiduciary Accounts Held in Foreign Offices$55,00011
# 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$31,766,00020
Number of Managed Accounts$7,926,00028
Personal Trust and Agency Accounts$5,397,00022
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00083
Employee Benefit-defined Benefit Accounts$68,00032
Number of other employee benefit and retirement-related accounts$335,00079
Corporate Trust and Agency Accounts$162,00010
Number of managed investment management and investment advisory agency accounts$1,872,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00059
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,840,00013
Personal Trust and Agency Accounts$1,666,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,962,0008
Employee Benefit-defined Benefit Accounts$244,00022
Number non-managed other employee benefit and retirement-related accounts$40,000173
Corporate Trust and Agency Accounts$14,591,0008
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$337,00019
Memoranda
Custody and Safekeeping Accounts$4,107,00035
Fiduciary Accounts Held in Foreign Offices$62,00011
# 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$31,990,00020
Number of Managed Accounts$8,068,00030
Personal Trust and Agency Accounts$5,405,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00095
Employee Benefit-defined Benefit Accounts$67,00033
Number of other employee benefit and retirement-related accounts$340,00079
Corporate Trust and Agency Accounts$317,0006
Number of managed investment management and investment advisory agency accounts$1,848,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00082
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,922,00013
Personal Trust and Agency Accounts$1,656,00013
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,133,0009
Employee Benefit-defined Benefit Accounts$223,00023
Number non-managed other employee benefit and retirement-related accounts$40,000327
Corporate Trust and Agency Accounts$14,533,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$337,00025
Memoranda
Custody and Safekeeping Accounts$3,607,00036
Fiduciary Accounts Held in Foreign Offices$53,00011
# 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$31,030,00019
Number of Managed Accounts$7,903,00027
Personal Trust and Agency Accounts$5,354,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00087
Employee Benefit-defined Benefit Accounts$65,00033
Number of other employee benefit and retirement-related accounts$326,00076
Corporate Trust and Agency Accounts$200,00010
Number of managed investment management and investment advisory agency accounts$1,867,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00057
Memoranda
Fiduciary Accounts Held in Foreign Offices$013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,127,00013
Personal Trust and Agency Accounts$1,621,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,850,0009
Employee Benefit-defined Benefit Accounts$209,00024
Number non-managed other employee benefit and retirement-related accounts$40,000164
Corporate Trust and Agency Accounts$14,043,0007
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$364,00018
Memoranda
Custody and Safekeeping Accounts$3,132,00034
Fiduciary Accounts Held in Foreign Offices$49,00010
# 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$30,301,00020
Number of Managed Accounts$7,793,00027
Personal Trust and Agency Accounts$5,261,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$75,00087
Employee Benefit-defined Benefit Accounts$70,00029
Number of other employee benefit and retirement-related accounts$318,00077
Corporate Trust and Agency Accounts$198,00010
Number of managed investment management and investment advisory agency accounts$1,853,00034
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00054
Memoranda
Fiduciary Accounts Held in Foreign Offices$6,00013
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,508,00015
Personal Trust and Agency Accounts$1,616,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,789,0009
Employee Benefit-defined Benefit Accounts$169,00027
Number non-managed other employee benefit and retirement-related accounts$38,000170
Corporate Trust and Agency Accounts$13,575,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$321,00020
Memoranda
Custody and Safekeeping Accounts$2,874,00033
Fiduciary Accounts Held in Foreign Offices$11,00011
# 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$29,673,00020
Number of Managed Accounts$7,669,00028
Personal Trust and Agency Accounts$5,187,00024
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00085
Employee Benefit-defined Benefit Accounts$70,00033
Number of other employee benefit and retirement-related accounts$305,00080
Corporate Trust and Agency Accounts$149,00011
Number of managed investment management and investment advisory agency accounts$1,858,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00055
Memoranda
Fiduciary Accounts Held in Foreign Offices$14,00014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$22,004,00015
Personal Trust and Agency Accounts$2,335,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,904,0009
Employee Benefit-defined Benefit Accounts$167,00028
Number non-managed other employee benefit and retirement-related accounts$38,000170
Corporate Trust and Agency Accounts$13,226,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$334,00021
Memoranda
Custody and Safekeeping Accounts$2,884,00034
Fiduciary Accounts Held in Foreign Offices$9,00013
# 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$28,978,00022
Number of Managed Accounts$7,496,00033
Personal Trust and Agency Accounts$5,116,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00093
Employee Benefit-defined Benefit Accounts$67,00034
Number of other employee benefit and retirement-related accounts$300,00085
Corporate Trust and Agency Accounts$115,00016
Number of managed investment management and investment advisory agency accounts$1,801,00034
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00084
Memoranda
Fiduciary Accounts Held in Foreign Offices$5,00015
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$21,482,00017
Personal Trust and Agency Accounts$2,300,0008
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,659,0008
Employee Benefit-defined Benefit Accounts$168,00031
Number non-managed other employee benefit and retirement-related accounts$38,000331
Corporate Trust and Agency Accounts$13,012,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$305,00028
Memoranda
Custody and Safekeeping Accounts$2,793,00035
Fiduciary Accounts Held in Foreign Offices$26,00013
# 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$28,221,00022
Number of Managed Accounts$7,429,00031
Personal Trust and Agency Accounts$5,127,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00079
Employee Benefit-defined Benefit Accounts$78,00033
Number of other employee benefit and retirement-related accounts$286,00083
Corporate Trust and Agency Accounts$72,00020
Number of managed investment management and investment advisory agency accounts$1,767,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00057
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,792,00017
Personal Trust and Agency Accounts$2,289,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,227,0008
Employee Benefit-defined Benefit Accounts$155,00030
Number non-managed other employee benefit and retirement-related accounts$39,000167
Corporate Trust and Agency Accounts$12,782,0005
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$300,00023
Memoranda
Custody and Safekeeping Accounts$2,742,00035
Fiduciary Accounts Held in Foreign Offices$13,00013
# 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$27,705,00023
Number of Managed Accounts$7,411,00030
Personal Trust and Agency Accounts$5,091,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00076
Employee Benefit-defined Benefit Accounts$78,00030
Number of other employee benefit and retirement-related accounts$304,00078
Corporate Trust and Agency Accounts$70,00021
Number of managed investment management and investment advisory agency accounts$1,762,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$16,00059
Memoranda
Fiduciary Accounts Held in Foreign Offices$014
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$20,294,00018
Personal Trust and Agency Accounts$2,322,0007
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,041,0009
Employee Benefit-defined Benefit Accounts$147,00030
Number non-managed other employee benefit and retirement-related accounts$39,000177
Corporate Trust and Agency Accounts$12,452,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$293,00023
Memoranda
Custody and Safekeeping Accounts$2,844,00035
Fiduciary Accounts Held in Foreign Offices$13,00014
# 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$27,071,00024
Number of Managed Accounts$7,473,00030
Personal Trust and Agency Accounts$5,178,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00091
Employee Benefit-defined Benefit Accounts$79,00032
Number of other employee benefit and retirement-related accounts$305,00077
Corporate Trust and Agency Accounts$144,00011
Number of managed investment management and investment advisory agency accounts$1,673,00035
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00061
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$19,598,00019
Personal Trust and Agency Accounts$2,310,0006
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,739,0009
Employee Benefit-defined Benefit Accounts$142,00030
Number non-managed other employee benefit and retirement-related accounts$40,000170
Corporate Trust and Agency Accounts$12,073,0006
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$294,00023
Memoranda
Custody and Safekeeping Accounts$2,799,00036
Fiduciary Accounts Held in Foreign Offices$4,00016
# 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$15,814,00034
Number of Managed Accounts$6,862,00036
Personal Trust and Agency Accounts$4,847,00029
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00097
Employee Benefit-defined Benefit Accounts$74,00034
Number of other employee benefit and retirement-related accounts$318,00076
Corporate Trust and Agency Accounts$51,00033
Number of managed investment management and investment advisory agency accounts$1,475,00040
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$16,000108
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,952,00028
Personal Trust and Agency Accounts$1,969,00011
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,794,0009
Employee Benefit-defined Benefit Accounts$109,00036
Number non-managed other employee benefit and retirement-related accounts$40,000340
Corporate Trust and Agency Accounts$2,828,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$212,00034
Memoranda
Custody and Safekeeping Accounts$2,358,00044
Fiduciary Accounts Held in Foreign Offices$2,00015
# 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$15,514,00034
Number of Managed Accounts$6,836,00034
Personal Trust and Agency Accounts$4,831,00026
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00085
Employee Benefit-defined Benefit Accounts$78,00032
Number of other employee benefit and retirement-related accounts$319,00066
Corporate Trust and Agency Accounts$21,00041
Number of managed investment management and investment advisory agency accounts$1,480,00039
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$18,00079
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,678,00026
Personal Trust and Agency Accounts$1,902,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,679,0009
Employee Benefit-defined Benefit Accounts$112,00032
Number non-managed other employee benefit and retirement-related accounts$41,000179
Corporate Trust and Agency Accounts$2,736,00017
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$208,00030
Memoranda
Custody and Safekeeping Accounts$2,354,00042
Fiduciary Accounts Held in Foreign Offices$6,00014
# 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$15,407,00036
Number of Managed Accounts$6,708,00035
Personal Trust and Agency Accounts$4,730,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00087
Employee Benefit-defined Benefit Accounts$78,00032
Number of other employee benefit and retirement-related accounts$322,00068
Corporate Trust and Agency Accounts$23,00040
Number of managed investment management and investment advisory agency accounts$1,445,00039
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,699,00029
Personal Trust and Agency Accounts$1,911,00010
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,706,0009
Employee Benefit-defined Benefit Accounts$101,00036
Number non-managed other employee benefit and retirement-related accounts$44,000179
Corporate Trust and Agency Accounts$2,728,00019
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$209,00026
Memoranda
Custody and Safekeeping Accounts$2,359,00045
Fiduciary Accounts Held in Foreign Offices$4,00014
# 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$15,177,00035
Number of Managed Accounts$6,781,00035
Personal Trust and Agency Accounts$4,760,00028
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00097
Employee Benefit-defined Benefit Accounts$86,00028
Number of other employee benefit and retirement-related accounts$325,00065
Corporate Trust and Agency Accounts$21,00048
Number of managed investment management and investment advisory agency accounts$1,479,00037
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$016
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,396,00029
Personal Trust and Agency Accounts$1,867,0009
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,604,00010
Employee Benefit-defined Benefit Accounts$91,00044
Number non-managed other employee benefit and retirement-related accounts$51,000167
Corporate Trust and Agency Accounts$2,575,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$208,00028
Memoranda
Custody and Safekeeping Accounts$2,413,00042
Fiduciary Accounts Held in Foreign Offices$3,00014
# 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$14,937,00035
Number of Managed Accounts$6,876,00036
Personal Trust and Agency Accounts$4,795,00030
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,000102
Employee Benefit-defined Benefit Accounts$89,00029
Number of other employee benefit and retirement-related accounts$348,00071
Corporate Trust and Agency Accounts$25,00069
Number of managed investment management and investment advisory agency accounts$1,502,00038
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,000105
Memoranda
Fiduciary Accounts Held in Foreign Offices$017
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,061,00029
Personal Trust and Agency Accounts$1,757,00012
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,288,00011
Employee Benefit-defined Benefit Accounts$114,00043
Number non-managed other employee benefit and retirement-related accounts$53,000285
Corporate Trust and Agency Accounts$2,648,00021
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$201,00035
Memoranda
Custody and Safekeeping Accounts$2,414,00042
Fiduciary Accounts Held in Foreign Offices$3,00016
# 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$13,595,00035
Number of Managed Accounts$6,903,00038
Personal Trust and Agency Accounts$4,569,00032
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$333,00033
Employee Benefit-defined Benefit Accounts$93,00035
Number of other employee benefit and retirement-related accounts$332,00071
Corporate Trust and Agency Accounts$21,00083
Number of managed investment management and investment advisory agency accounts$1,538,00034
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,000106
Memoranda
Fiduciary Accounts Held in Foreign Offices$015
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,692,00027
Personal Trust and Agency Accounts$1,407,00015
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,409,00012
Employee Benefit-defined Benefit Accounts$134,00037
Number non-managed other employee benefit and retirement-related accounts$56,000269
Corporate Trust and Agency Accounts$2,506,00020
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$180,00033
Memoranda
Custody and Safekeeping Accounts$2,696,00033
Fiduciary Accounts Held in Foreign Offices$5,00014
# 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