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Zions Bancorporation, N.A., Number of Fiduciary and Related Asset Accounts

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$18,672,00029
Number of Managed Accounts$2,011,000103
Personal Trust and Agency Accounts$451,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0285
Employee Benefit-defined Benefit Accounts$3,00098
Number of other employee benefit and retirement-related accounts$324,000180
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$1,148,00059
Number of foundation and endowment trust and agency accounts, managed assets$85,00079
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$323,000175
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,661,00016
Personal Trust and Agency Accounts$14,000182
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0267
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$9,000248
Corporate Trust and Agency Accounts$16,637,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000199
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$928,00056
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000290
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$18,418,00029
Number of Managed Accounts$1,932,000109
Personal Trust and Agency Accounts$445,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$3,00099
Number of other employee benefit and retirement-related accounts$319,000172
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$1,080,00064
Number of foundation and endowment trust and agency accounts, managed assets$85,00081
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$318,000167
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$16,486,00016
Personal Trust and Agency Accounts$14,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0235
Employee Benefit-defined Benefit Accounts$0119
Number non-managed other employee benefit and retirement-related accounts$10,000208
Corporate Trust and Agency Accounts$16,461,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000164
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$880,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000242
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$18,102,00028
Number of Managed Accounts$1,859,000113
Personal Trust and Agency Accounts$431,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0389
Employee Benefit-defined Benefit Accounts$3,000108
Number of other employee benefit and retirement-related accounts$315,000193
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$1,026,00065
Number of foundation and endowment trust and agency accounts, managed assets$84,00082
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$314,000188
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$16,243,00016
Personal Trust and Agency Accounts$272,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0355
Employee Benefit-defined Benefit Accounts$0144
Number non-managed other employee benefit and retirement-related accounts$8,000407
Corporate Trust and Agency Accounts$15,962,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000280
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$653,00070
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000482
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$17,349,00028
Number of Managed Accounts$1,827,000114
Personal Trust and Agency Accounts$441,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$3,000102
Number of other employee benefit and retirement-related accounts$307,000180
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$997,00067
Number of foundation and endowment trust and agency accounts, managed assets$79,00085
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$306,000174
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,522,00017
Personal Trust and Agency Accounts$14,000160
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0118
Number non-managed other employee benefit and retirement-related accounts$9,000213
Corporate Trust and Agency Accounts$15,498,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000160
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$669,00060
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000241
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$17,076,00032
Number of Managed Accounts$1,812,000118
Personal Trust and Agency Accounts$450,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000252
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$301,000195
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$979,00070
Number of foundation and endowment trust and agency accounts, managed assets$78,00086
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$300,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,264,00018
Personal Trust and Agency Accounts$4,000251
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$10,000243
Corporate Trust and Agency Accounts$15,249,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000192
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$675,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000282
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$16,954,00032
Number of Managed Accounts$1,776,000118
Personal Trust and Agency Accounts$451,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000226
Employee Benefit-defined Benefit Accounts$3,000104
Number of other employee benefit and retirement-related accounts$303,000182
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$943,00070
Number of foundation and endowment trust and agency accounts, managed assets$75,00087
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$302,000177
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$15,178,00019
Personal Trust and Agency Accounts$4,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0233
Employee Benefit-defined Benefit Accounts$0120
Number non-managed other employee benefit and retirement-related accounts$9,000218
Corporate Trust and Agency Accounts$15,164,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000162
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$691,00057
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000247
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$17,098,00031
Number of Managed Accounts$1,700,000125
Personal Trust and Agency Accounts$449,000132
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0401
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$299,000196
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$901,00076
Number of foundation and endowment trust and agency accounts, managed assets$51,000126
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$298,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$15,398,00019
Personal Trust and Agency Accounts$17,000265
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0366
Employee Benefit-defined Benefit Accounts$0150
Number non-managed other employee benefit and retirement-related accounts$9,000404
Corporate Trust and Agency Accounts$15,223,0008
Number of investment management and advisory agency accounts, non-managed assets$82,00030
Number (#) individual retirement, health savings, and other similar accounts$3,00073
Other Fiduciary Accounts$64,00032
Memoranda
Custody and Safekeeping Accounts$576,00069
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000479
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$16,645,00032
Number of Managed Accounts$1,706,000121
Personal Trust and Agency Accounts$438,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000223
Employee Benefit-defined Benefit Accounts$0178
Number of other employee benefit and retirement-related accounts$300,000179
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$915,00071
Number of foundation and endowment trust and agency accounts, managed assets$52,000114
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$299,000173
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,939,00019
Personal Trust and Agency Accounts$17,000149
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0124
Number non-managed other employee benefit and retirement-related accounts$9,000221
Corporate Trust and Agency Accounts$14,763,0008
Number of investment management and advisory agency accounts, non-managed assets$85,00027
Number (#) individual retirement, health savings, and other similar accounts$4,00057
Other Fiduciary Accounts$61,00027
Memoranda
Custody and Safekeeping Accounts$568,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000247
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$16,273,00032
Number of Managed Accounts$1,732,000122
Personal Trust and Agency Accounts$446,000128
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000254
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$299,000191
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$933,00069
Number of foundation and endowment trust and agency accounts, managed assets$53,000120
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$298,000182
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,541,00019
Personal Trust and Agency Accounts$17,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0264
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$9,000247
Corporate Trust and Agency Accounts$14,365,0008
Number of investment management and advisory agency accounts, non-managed assets$86,00026
Number (#) individual retirement, health savings, and other similar accounts$6,00051
Other Fiduciary Accounts$58,00027
Memoranda
Custody and Safekeeping Accounts$566,00058
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000284
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$15,912,00032
Number of Managed Accounts$1,744,000119
Personal Trust and Agency Accounts$463,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000223
Employee Benefit-defined Benefit Accounts$0180
Number of other employee benefit and retirement-related accounts$298,000183
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$930,00069
Number of foundation and endowment trust and agency accounts, managed assets$52,000113
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$297,000175
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$14,168,00019
Personal Trust and Agency Accounts$17,000145
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0234
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$9,000223
Corporate Trust and Agency Accounts$13,998,0008
Number of investment management and advisory agency accounts, non-managed assets$86,00026
Number (#) individual retirement, health savings, and other similar accounts$6,00048
Other Fiduciary Accounts$52,00028
Memoranda
Custody and Safekeeping Accounts$563,00061
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000252
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$15,474,00032
Number of Managed Accounts$1,701,000125
Personal Trust and Agency Accounts$471,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000311
Employee Benefit-defined Benefit Accounts$0257
Number of other employee benefit and retirement-related accounts$280,000204
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$897,00074
Number of foundation and endowment trust and agency accounts, managed assets$52,000124
Other Fiduciary Accounts$0226
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$279,000196
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$049
Number of Non-Managed Accounts$13,773,00019
Personal Trust and Agency Accounts$17,000263
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0378
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$9,000413
Corporate Trust and Agency Accounts$13,604,0008
Number of investment management and advisory agency accounts, non-managed assets$85,00026
Number (#) individual retirement, health savings, and other similar accounts$8,00048
Other Fiduciary Accounts$50,00034
Memoranda
Custody and Safekeeping Accounts$553,00072
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000479
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$15,111,00034
Number of Managed Accounts$1,704,000124
Personal Trust and Agency Accounts$499,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000231
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$264,000190
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$888,00075
Number of foundation and endowment trust and agency accounts, managed assets$52,000111
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$263,000185
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$13,407,00019
Personal Trust and Agency Accounts$17,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0241
Employee Benefit-defined Benefit Accounts$0127
Number non-managed other employee benefit and retirement-related accounts$8,000235
Corporate Trust and Agency Accounts$13,234,0008
Number of investment management and advisory agency accounts, non-managed assets$91,00025
Number (#) individual retirement, health savings, and other similar accounts$8,00045
Other Fiduciary Accounts$49,00029
Memoranda
Custody and Safekeeping Accounts$548,00063
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000254
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$14,495,00034
Number of Managed Accounts$1,829,000120
Personal Trust and Agency Accounts$613,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000249
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$265,000198
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$896,00073
Number of foundation and endowment trust and agency accounts, managed assets$54,000112
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$264,000193
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,666,00019
Personal Trust and Agency Accounts$15,000157
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0263
Employee Benefit-defined Benefit Accounts$0133
Number non-managed other employee benefit and retirement-related accounts$8,000248
Corporate Trust and Agency Accounts$12,495,0008
Number of investment management and advisory agency accounts, non-managed assets$91,00027
Number (#) individual retirement, health savings, and other similar accounts$10,00041
Other Fiduciary Accounts$47,00029
Memoranda
Custody and Safekeeping Accounts$541,00065
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000275
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$14,004,00035
Number of Managed Accounts$1,848,000119
Personal Trust and Agency Accounts$630,00091
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000252
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$261,000197
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$900,00071
Number of foundation and endowment trust and agency accounts, managed assets$56,000109
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$260,000194
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$12,156,00019
Personal Trust and Agency Accounts$3,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$10,000239
Corporate Trust and Agency Accounts$11,995,0008
Number of investment management and advisory agency accounts, non-managed assets$91,00028
Number (#) individual retirement, health savings, and other similar accounts$10,00043
Other Fiduciary Accounts$47,00030
Memoranda
Custody and Safekeeping Accounts$497,00067
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000268
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$13,875,00035
Number of Managed Accounts$1,810,000118
Personal Trust and Agency Accounts$630,00089
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000325
Employee Benefit-defined Benefit Accounts$0267
Number of other employee benefit and retirement-related accounts$250,000207
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$872,00077
Number of foundation and endowment trust and agency accounts, managed assets$57,000109
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$249,000199
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$12,065,00018
Personal Trust and Agency Accounts$3,000493
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0398
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$10,000413
Corporate Trust and Agency Accounts$11,906,0008
Number of investment management and advisory agency accounts, non-managed assets$91,00029
Number (#) individual retirement, health savings, and other similar accounts$10,00046
Other Fiduciary Accounts$45,00040
Memoranda
Custody and Safekeeping Accounts$499,00071
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$11,000477
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$13,575,00035
Number of Managed Accounts$1,893,000110
Personal Trust and Agency Accounts$905,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0200
Number of other employee benefit and retirement-related accounts$227,000204
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$703,00090
Number of foundation and endowment trust and agency accounts, managed assets$57,000105
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$226,000199
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,682,00019
Personal Trust and Agency Accounts$33,000122
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0268
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$8,000246
Corporate Trust and Agency Accounts$11,494,0008
Number of investment management and advisory agency accounts, non-managed assets$91,00026
Number (#) individual retirement, health savings, and other similar accounts$11,00039
Other Fiduciary Accounts$45,00031
Memoranda
Custody and Safekeeping Accounts$517,00064
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000280
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$13,368,00034
Number of Managed Accounts$2,076,00097
Personal Trust and Agency Accounts$1,156,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$222,000207
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$631,00095
Number of foundation and endowment trust and agency accounts, managed assets$66,00092
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$221,000203
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,292,00018
Personal Trust and Agency Accounts$33,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0269
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$9,000241
Corporate Trust and Agency Accounts$11,195,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000183
Number (#) individual retirement, health savings, and other similar accounts$10,00040
Other Fiduciary Accounts$44,00033
Memoranda
Custody and Safekeeping Accounts$609,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000274
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$13,329,00035
Number of Managed Accounts$2,239,00088
Personal Trust and Agency Accounts$1,302,00044
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000264
Employee Benefit-defined Benefit Accounts$0204
Number of other employee benefit and retirement-related accounts$278,000176
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$592,00099
Number of foundation and endowment trust and agency accounts, managed assets$66,00092
Other Fiduciary Accounts$0126
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$277,000169
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$11,090,00019
Personal Trust and Agency Accounts$41,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0274
Employee Benefit-defined Benefit Accounts$0137
Number non-managed other employee benefit and retirement-related accounts$13,000224
Corporate Trust and Agency Accounts$10,982,0008
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$11,00040
Other Fiduciary Accounts$43,00033
Memoranda
Custody and Safekeeping Accounts$584,00059
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000248
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$13,203,00035
Number of Managed Accounts$2,253,00089
Personal Trust and Agency Accounts$1,339,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000336
Employee Benefit-defined Benefit Accounts$0275
Number of other employee benefit and retirement-related accounts$277,000180
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$580,000102
Number of foundation and endowment trust and agency accounts, managed assets$56,000108
Other Fiduciary Accounts$0227
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$276,000172
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$10,950,00019
Personal Trust and Agency Accounts$48,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0413
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$12,000397
Corporate Trust and Agency Accounts$10,847,0008
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$5,00064
Other Fiduciary Accounts$38,00042
Memoranda
Custody and Safekeeping Accounts$584,00064
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000440
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$12,705,00035
Number of Managed Accounts$2,299,00088
Personal Trust and Agency Accounts$1,393,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000262
Employee Benefit-defined Benefit Accounts$0206
Number of other employee benefit and retirement-related accounts$276,000169
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$575,000103
Number of foundation and endowment trust and agency accounts, managed assets$54,000110
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$275,000163
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$10,406,00019
Personal Trust and Agency Accounts$49,00090
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0272
Employee Benefit-defined Benefit Accounts$0132
Number non-managed other employee benefit and retirement-related accounts$12,000222
Corporate Trust and Agency Accounts$10,303,0008
Number of investment management and advisory agency accounts, non-managed assets$1,000184
Number (#) individual retirement, health savings, and other similar accounts$4,00067
Other Fiduciary Accounts$37,00032
Memoranda
Custody and Safekeeping Accounts$568,00061
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000241
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$12,226,00034
Number of Managed Accounts$2,300,00084
Personal Trust and Agency Accounts$1,433,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000260
Employee Benefit-defined Benefit Accounts$0205
Number of other employee benefit and retirement-related accounts$269,000174
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$545,000104
Number of foundation and endowment trust and agency accounts, managed assets$51,000114
Other Fiduciary Accounts$1,000111
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$268,000169
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,926,00019
Personal Trust and Agency Accounts$64,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$12,000225
Corporate Trust and Agency Accounts$9,805,0009
Number of investment management and advisory agency accounts, non-managed assets$1,000190
Number (#) individual retirement, health savings, and other similar accounts$4,00071
Other Fiduciary Accounts$40,00032
Memoranda
Custody and Safekeeping Accounts$555,00062
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000244
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$12,016,00035
Number of Managed Accounts$2,298,00083
Personal Trust and Agency Accounts$1,478,00041
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000268
Employee Benefit-defined Benefit Accounts$0208
Number of other employee benefit and retirement-related accounts$280,000164
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$489,000112
Number of foundation and endowment trust and agency accounts, managed assets$49,000116
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$279,000159
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,718,00021
Personal Trust and Agency Accounts$68,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0273
Employee Benefit-defined Benefit Accounts$0131
Number non-managed other employee benefit and retirement-related accounts$17,000199
Corporate Trust and Agency Accounts$9,572,0009
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$4,00073
Other Fiduciary Accounts$56,00029
Memoranda
Custody and Safekeeping Accounts$506,00065
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000222
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$12,040,00035
Number of Managed Accounts$2,245,00083
Personal Trust and Agency Accounts$1,651,00038
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000289
Employee Benefit-defined Benefit Accounts$0281
Number of other employee benefit and retirement-related accounts$243,000194
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$299,000166
Number of foundation and endowment trust and agency accounts, managed assets$49,000118
Other Fiduciary Accounts$1,000179
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$241,000186
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$9,795,00020
Personal Trust and Agency Accounts$324,00025
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0435
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$76,000137
Corporate Trust and Agency Accounts$9,334,0009
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$4,00078
Other Fiduciary Accounts$57,00037
Memoranda
Custody and Safekeeping Accounts$484,00071
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$78,000177
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$10,467,00037
Number of Managed Accounts$1,367,000139
Personal Trust and Agency Accounts$734,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000268
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$93,000271
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$510,000106
Number of foundation and endowment trust and agency accounts, managed assets$29,000156
Other Fiduciary Accounts$0118
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$92,000261
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$9,100,00020
Personal Trust and Agency Accounts$5,000241
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000250
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$11,000242
Corporate Trust and Agency Accounts$9,027,0009
Number of investment management and advisory agency accounts, non-managed assets$1,000187
Number (#) individual retirement, health savings, and other similar accounts$4,00071
Other Fiduciary Accounts$51,00030
Memoranda
Custody and Safekeeping Accounts$461,00068
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000263
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$10,303,00037
Number of Managed Accounts$1,533,000118
Personal Trust and Agency Accounts$798,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000270
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$134,000249
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$565,00098
Number of foundation and endowment trust and agency accounts, managed assets$31,000151
Other Fiduciary Accounts$4,00079
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$133,000240
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,770,00020
Personal Trust and Agency Accounts$6,000232
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000254
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$12,000239
Corporate Trust and Agency Accounts$8,702,0009
Number of investment management and advisory agency accounts, non-managed assets$1,000194
Number (#) individual retirement, health savings, and other similar accounts$4,00069
Other Fiduciary Accounts$44,00030
Memoranda
Custody and Safekeeping Accounts$438,00071
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000262
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$9,990,00037
Number of Managed Accounts$1,501,000122
Personal Trust and Agency Accounts$793,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000270
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$135,000247
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$542,000106
Number of foundation and endowment trust and agency accounts, managed assets$28,000158
Other Fiduciary Accounts$2,000101
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$134,000235
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$8,489,00020
Personal Trust and Agency Accounts$5,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000258
Employee Benefit-defined Benefit Accounts$0138
Number non-managed other employee benefit and retirement-related accounts$12,000240
Corporate Trust and Agency Accounts$8,429,0009
Number of investment management and advisory agency accounts, non-managed assets$1,000193
Number (#) individual retirement, health savings, and other similar accounts$4,00070
Other Fiduciary Accounts$37,00031
Memoranda
Custody and Safekeeping Accounts$401,00074
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000260
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$9,883,00036
Number of Managed Accounts$1,529,000119
Personal Trust and Agency Accounts$808,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000372
Employee Benefit-defined Benefit Accounts$0299
Number of other employee benefit and retirement-related accounts$137,000270
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$551,000101
Number of foundation and endowment trust and agency accounts, managed assets$29,000161
Other Fiduciary Accounts$3,000137
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$136,000256
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$8,354,00020
Personal Trust and Agency Accounts$5,000463
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000356
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$14,000416
Corporate Trust and Agency Accounts$8,295,0009
Number of investment management and advisory agency accounts, non-managed assets$1,000319
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$34,00042
Memoranda
Custody and Safekeeping Accounts$388,00085
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000475
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$8,032,00040
Number of Managed Accounts$617,000249
Personal Trust and Agency Accounts$429,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0306
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$23,000340
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$135,000253
Number of foundation and endowment trust and agency accounts, managed assets$29,000154
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$21,000327
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,415,00019
Personal Trust and Agency Accounts$5,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000243
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$14,000220
Corporate Trust and Agency Accounts$7,362,0009
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$28,00033
Memoranda
Custody and Safekeeping Accounts$326,00089
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000250
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$7,624,00041
Number of Managed Accounts$619,000247
Personal Trust and Agency Accounts$430,000137
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0218
Number of other employee benefit and retirement-related accounts$23,000343
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$136,000250
Number of foundation and endowment trust and agency accounts, managed assets$29,000154
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$21,000323
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$7,005,00020
Personal Trust and Agency Accounts$6,000227
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000244
Employee Benefit-defined Benefit Accounts$0141
Number non-managed other employee benefit and retirement-related accounts$14,000221
Corporate Trust and Agency Accounts$6,951,0009
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$4,00075
Other Fiduciary Accounts$28,00034
Memoranda
Custody and Safekeeping Accounts$320,00089
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000248
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$7,480,00043
Number of Managed Accounts$633,000243
Personal Trust and Agency Accounts$450,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0310
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$25,000337
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$128,000257
Number of foundation and endowment trust and agency accounts, managed assets$29,000150
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$23,000321
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,847,00021
Personal Trust and Agency Accounts$6,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000242
Employee Benefit-defined Benefit Accounts$0139
Number non-managed other employee benefit and retirement-related accounts$20,000205
Corporate Trust and Agency Accounts$6,788,0008
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$4,00076
Other Fiduciary Accounts$27,00033
Memoranda
Custody and Safekeeping Accounts$311,00090
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$23,000223
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$7,376,00044
Number of Managed Accounts$656,000243
Personal Trust and Agency Accounts$477,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0488
Employee Benefit-defined Benefit Accounts$0307
Number of other employee benefit and retirement-related accounts$24,000501
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$125,000289
Number of foundation and endowment trust and agency accounts, managed assets$29,000154
Other Fiduciary Accounts$1,000191
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$22,000472
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$6,720,00023
Personal Trust and Agency Accounts$6,000462
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000330
Employee Benefit-defined Benefit Accounts$0180
Number non-managed other employee benefit and retirement-related accounts$24,000338
Corporate Trust and Agency Accounts$6,655,0008
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$4,00084
Other Fiduciary Accounts$29,00049
Memoranda
Custody and Safekeeping Accounts$292,000102
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$27,000384
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$7,316,00041
Number of Managed Accounts$663,000232
Personal Trust and Agency Accounts$486,000117
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0307
Employee Benefit-defined Benefit Accounts$0224
Number of other employee benefit and retirement-related accounts$24,000341
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$123,000261
Number of foundation and endowment trust and agency accounts, managed assets$29,000147
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$22,000321
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,653,00022
Personal Trust and Agency Accounts$6,000224
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000248
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$25,000179
Corporate Trust and Agency Accounts$6,587,0008
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$29,00034
Memoranda
Custody and Safekeeping Accounts$289,00086
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000198
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$7,438,00041
Number of Managed Accounts$681,000227
Personal Trust and Agency Accounts$503,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0311
Employee Benefit-defined Benefit Accounts$0227
Number of other employee benefit and retirement-related accounts$22,000343
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$126,000257
Number of foundation and endowment trust and agency accounts, managed assets$29,000145
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$20,000320
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,757,00022
Personal Trust and Agency Accounts$7,000216
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000248
Employee Benefit-defined Benefit Accounts$0143
Number non-managed other employee benefit and retirement-related accounts$28,000171
Corporate Trust and Agency Accounts$6,687,0008
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$4,00081
Other Fiduciary Accounts$29,00035
Memoranda
Custody and Safekeeping Accounts$288,00087
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$32,000190
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$7,469,00043
Number of Managed Accounts$664,000231
Personal Trust and Agency Accounts$496,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000285
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$21,000342
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$116,000262
Number of foundation and endowment trust and agency accounts, managed assets$29,000142
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$18,000322
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,805,00023
Personal Trust and Agency Accounts$10,000205
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000238
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$26,000178
Corporate Trust and Agency Accounts$6,733,0008
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$5,00067
Other Fiduciary Accounts$28,00036
Memoranda
Custody and Safekeeping Accounts$271,00091
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000203
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$7,467,00042
Number of Managed Accounts$686,000229
Personal Trust and Agency Accounts$511,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000399
Employee Benefit-defined Benefit Accounts$0320
Number of other employee benefit and retirement-related accounts$19,000511
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$125,000283
Number of foundation and endowment trust and agency accounts, managed assets$29,000146
Other Fiduciary Accounts$1,000188
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$16,000483
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$6,781,00023
Personal Trust and Agency Accounts$10,000406
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000322
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$26,000327
Corporate Trust and Agency Accounts$6,707,0008
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$5,00069
Other Fiduciary Accounts$30,00050
Memoranda
Custody and Safekeeping Accounts$264,000105
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000364
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$7,353,00040
Number of Managed Accounts$679,000218
Personal Trust and Agency Accounts$503,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000278
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$17,000328
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$124,000252
Number of foundation and endowment trust and agency accounts, managed assets$33,000126
Other Fiduciary Accounts$1,000101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$14,000309
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,674,00023
Personal Trust and Agency Accounts$10,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000225
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$26,000178
Corporate Trust and Agency Accounts$6,602,0008
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$5,00061
Other Fiduciary Accounts$28,00035
Memoranda
Custody and Safekeeping Accounts$251,00095
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000203
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$7,443,00039
Number of Managed Accounts$699,000207
Personal Trust and Agency Accounts$517,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000281
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$20,000326
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$126,000250
Number of foundation and endowment trust and agency accounts, managed assets$34,000125
Other Fiduciary Accounts$1,000103
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$17,000304
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,744,00024
Personal Trust and Agency Accounts$13,000188
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000228
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$27,000177
Corporate Trust and Agency Accounts$6,669,0008
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$4,00077
Other Fiduciary Accounts$28,00037
Memoranda
Custody and Safekeeping Accounts$260,00090
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000202
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$7,469,00040
Number of Managed Accounts$701,000210
Personal Trust and Agency Accounts$519,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000281
Employee Benefit-defined Benefit Accounts$0219
Number of other employee benefit and retirement-related accounts$21,000323
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$126,000246
Number of foundation and endowment trust and agency accounts, managed assets$33,000128
Other Fiduciary Accounts$1,000101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$18,000305
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,768,00025
Personal Trust and Agency Accounts$12,000192
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000215
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$27,000180
Corporate Trust and Agency Accounts$6,688,0008
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$8,00044
Other Fiduciary Accounts$28,00039
Memoranda
Custody and Safekeeping Accounts$254,00091
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000204
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$7,214,00041
Number of Managed Accounts$693,000221
Personal Trust and Agency Accounts$511,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000415
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$24,000487
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$123,000284
Number of foundation and endowment trust and agency accounts, managed assets$34,000132
Other Fiduciary Accounts$0246
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$21,000454
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$6,521,00026
Personal Trust and Agency Accounts$13,000375
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000300
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$27,000335
Corporate Trust and Agency Accounts$6,449,0008
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$8,00046
Other Fiduciary Accounts$19,00067
Memoranda
Custody and Safekeeping Accounts$250,000114
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000377
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$7,239,00039
Number of Managed Accounts$677,000212
Personal Trust and Agency Accounts$497,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000273
Employee Benefit-defined Benefit Accounts$0212
Number of other employee benefit and retirement-related accounts$22,000316
Corporate Trust and Agency Accounts$2,00062
Number of managed investment management and investment advisory agency accounts$122,000244
Number of foundation and endowment trust and agency accounts, managed assets$33,000125
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$19,000292
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,562,00026
Personal Trust and Agency Accounts$12,000182
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000218
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$27,000174
Corporate Trust and Agency Accounts$6,490,0008
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$9,00043
Other Fiduciary Accounts$19,00048
Memoranda
Custody and Safekeeping Accounts$238,00098
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$31,000193
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$7,478,00040
Number of Managed Accounts$690,000209
Personal Trust and Agency Accounts$511,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000274
Employee Benefit-defined Benefit Accounts$0214
Number of other employee benefit and retirement-related accounts$22,000317
Corporate Trust and Agency Accounts$3,00052
Number of managed investment management and investment advisory agency accounts$121,000244
Number of foundation and endowment trust and agency accounts, managed assets$32,000124
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$19,000295
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,788,00027
Personal Trust and Agency Accounts$10,000189
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000222
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$31,000165
Corporate Trust and Agency Accounts$6,715,0008
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$9,00041
Other Fiduciary Accounts$18,00050
Memoranda
Custody and Safekeeping Accounts$234,000102
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$35,000182
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$7,388,00042
Number of Managed Accounts$692,000209
Personal Trust and Agency Accounts$518,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000274
Employee Benefit-defined Benefit Accounts$0213
Number of other employee benefit and retirement-related accounts$23,000312
Corporate Trust and Agency Accounts$2,00062
Number of managed investment management and investment advisory agency accounts$117,000246
Number of foundation and endowment trust and agency accounts, managed assets$31,000128
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$20,000288
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,696,00027
Personal Trust and Agency Accounts$26,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000222
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$37,000152
Corporate Trust and Agency Accounts$6,601,0008
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$9,00041
Other Fiduciary Accounts$18,00049
Memoranda
Custody and Safekeeping Accounts$241,000103
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000172
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$7,420,00041
Number of Managed Accounts$704,000212
Personal Trust and Agency Accounts$533,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000331
Employee Benefit-defined Benefit Accounts$0330
Number of other employee benefit and retirement-related accounts$22,000494
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$115,000288
Number of foundation and endowment trust and agency accounts, managed assets$31,000136
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$19,000467
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$6,716,00027
Personal Trust and Agency Accounts$31,000225
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000323
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$37,000294
Corporate Trust and Agency Accounts$6,616,0008
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$9,00042
Other Fiduciary Accounts$19,00072
Memoranda
Custody and Safekeeping Accounts$243,000114
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$41,000332
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$7,388,00042
Number of Managed Accounts$720,000197
Personal Trust and Agency Accounts$539,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000241
Employee Benefit-defined Benefit Accounts$0220
Number of other employee benefit and retirement-related accounts$25,000307
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$122,000241
Number of foundation and endowment trust and agency accounts, managed assets$31,000126
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$22,000285
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,668,00025
Personal Trust and Agency Accounts$31,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$38,000151
Corporate Trust and Agency Accounts$6,565,0009
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$9,00042
Other Fiduciary Accounts$21,00042
Memoranda
Custody and Safekeeping Accounts$234,000101
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$42,000163
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$7,315,00042
Number of Managed Accounts$727,000198
Personal Trust and Agency Accounts$540,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000246
Employee Benefit-defined Benefit Accounts$0223
Number of other employee benefit and retirement-related accounts$25,000311
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$129,000237
Number of foundation and endowment trust and agency accounts, managed assets$30,000126
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$22,000288
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,588,00025
Personal Trust and Agency Accounts$30,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000236
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$37,000158
Corporate Trust and Agency Accounts$6,485,00010
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$11,00037
Other Fiduciary Accounts$21,00044
Memoranda
Custody and Safekeeping Accounts$221,000105
Fiduciary Accounts Held in Foreign Offices$09
# 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$7,447,00041
Number of Managed Accounts$707,000199
Personal Trust and Agency Accounts$521,000102
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000250
Employee Benefit-defined Benefit Accounts$0230
Number of other employee benefit and retirement-related accounts$25,000316
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$128,000242
Number of foundation and endowment trust and agency accounts, managed assets$30,000127
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$22,000287
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,740,00025
Personal Trust and Agency Accounts$32,000124
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000236
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$38,000156
Corporate Trust and Agency Accounts$6,635,00010
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$11,00039
Other Fiduciary Accounts$20,00048
Memoranda
Custody and Safekeeping Accounts$220,000105
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$38,000177
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$7,514,00041
Number of Managed Accounts$710,000212
Personal Trust and Agency Accounts$511,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000363
Employee Benefit-defined Benefit Accounts$0357
Number of other employee benefit and retirement-related accounts$22,000501
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$125,000281
Number of foundation and endowment trust and agency accounts, managed assets$30,000136
Other Fiduciary Accounts$19,00045
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$19,000463
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$6,804,00026
Personal Trust and Agency Accounts$31,000234
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000333
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$38,000299
Corporate Trust and Agency Accounts$6,691,00010
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$11,00041
Other Fiduciary Accounts$29,00069
Memoranda
Custody and Safekeeping Accounts$219,000124
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000356
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$7,415,00041
Number of Managed Accounts$700,000202
Personal Trust and Agency Accounts$504,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000249
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$20,000304
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$120,000235
Number of foundation and endowment trust and agency accounts, managed assets$31,000115
Other Fiduciary Accounts$21,00031
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$18,000278
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,715,00026
Personal Trust and Agency Accounts$36,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$36,000151
Corporate Trust and Agency Accounts$6,600,0009
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$11,00037
Other Fiduciary Accounts$28,00045
Memoranda
Custody and Safekeeping Accounts$194,000111
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000171
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$7,465,00042
Number of Managed Accounts$705,000200
Personal Trust and Agency Accounts$506,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000254
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$19,000306
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$124,000233
Number of foundation and endowment trust and agency accounts, managed assets$31,000115
Other Fiduciary Accounts$21,00034
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$17,000276
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,760,00028
Personal Trust and Agency Accounts$23,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$37,000155
Corporate Trust and Agency Accounts$6,660,0009
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$11,00038
Other Fiduciary Accounts$25,00048
Memoranda
Custody and Safekeeping Accounts$190,000113
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$39,000165
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$7,568,00042
Number of Managed Accounts$735,000192
Personal Trust and Agency Accounts$518,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000253
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$19,000309
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$140,000227
Number of foundation and endowment trust and agency accounts, managed assets$33,000110
Other Fiduciary Accounts$21,00035
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$17,000278
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$6,833,00028
Personal Trust and Agency Accounts$25,000136
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000232
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$35,000155
Corporate Trust and Agency Accounts$6,733,0009
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$11,00038
Other Fiduciary Accounts$25,00051
Memoranda
Custody and Safekeeping Accounts$187,000116
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000164
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$7,931,00046
Number of Managed Accounts$749,000199
Personal Trust and Agency Accounts$526,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000373
Employee Benefit-defined Benefit Accounts$1,000248
Number of other employee benefit and retirement-related accounts$18,000525
Corporate Trust and Agency Accounts$1,000180
Number of managed investment management and investment advisory agency accounts$146,000257
Number of foundation and endowment trust and agency accounts, managed assets$33,000116
Other Fiduciary Accounts$21,00044
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$16,000464
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$7,182,00029
Personal Trust and Agency Accounts$28,000257
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000340
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$35,000315
Corporate Trust and Agency Accounts$7,072,0008
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$13,00038
Other Fiduciary Accounts$30,00065
Memoranda
Custody and Safekeeping Accounts$196,000139
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$37,000355
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$7,962,00047
Number of Managed Accounts$755,000191
Personal Trust and Agency Accounts$552,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000234
Employee Benefit-defined Benefit Accounts$1,000184
Number of other employee benefit and retirement-related accounts$18,000294
Corporate Trust and Agency Accounts$2,00069
Number of managed investment management and investment advisory agency accounts$157,000228
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00041
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$7,207,00030
Personal Trust and Agency Accounts$36,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000232
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$35,000160
Corporate Trust and Agency Accounts$7,104,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$28,00051
Memoranda
Custody and Safekeeping Accounts$179,000119
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,871,00049
Number of Managed Accounts$759,000193
Personal Trust and Agency Accounts$559,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000263
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$18,000297
Corporate Trust and Agency Accounts$2,00071
Number of managed investment management and investment advisory agency accounts$155,000226
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00042
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$7,112,00029
Personal Trust and Agency Accounts$36,000130
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000239
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$36,000162
Corporate Trust and Agency Accounts$6,999,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$37,00045
Memoranda
Custody and Safekeeping Accounts$181,000129
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,963,00047
Number of Managed Accounts$771,000191
Personal Trust and Agency Accounts$569,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000269
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$23,000294
Corporate Trust and Agency Accounts$4,00062
Number of managed investment management and investment advisory agency accounts$151,000227
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00040
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$7,192,00028
Personal Trust and Agency Accounts$31,000135
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000242
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$40,000157
Corporate Trust and Agency Accounts$6,709,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$408,00014
Memoranda
Custody and Safekeeping Accounts$214,000121
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,556,00049
Number of Managed Accounts$778,000198
Personal Trust and Agency Accounts$576,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000435
Employee Benefit-defined Benefit Accounts$1,000246
Number of other employee benefit and retirement-related accounts$25,000493
Corporate Trust and Agency Accounts$4,000139
Number of managed investment management and investment advisory agency accounts$148,000262
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00051
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$7,778,00029
Personal Trust and Agency Accounts$29,000269
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000366
Employee Benefit-defined Benefit Accounts$0235
Number non-managed other employee benefit and retirement-related accounts$41,000313
Corporate Trust and Agency Accounts$7,268,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$436,00018
Memoranda
Custody and Safekeeping Accounts$216,000144
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$8,474,00048
Number of Managed Accounts$779,000189
Personal Trust and Agency Accounts$573,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000285
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$25,000315
Corporate Trust and Agency Accounts$5,00057
Number of managed investment management and investment advisory agency accounts$151,000232
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$22,00042
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$7,695,00027
Personal Trust and Agency Accounts$30,000141
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000259
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$39,000169
Corporate Trust and Agency Accounts$7,176,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$446,00014
Memoranda
Custody and Safekeeping Accounts$191,000132
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$8,406,00050
Number of Managed Accounts$791,000189
Personal Trust and Agency Accounts$590,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000290
Employee Benefit-defined Benefit Accounts$1,000194
Number of other employee benefit and retirement-related accounts$25,000322
Corporate Trust and Agency Accounts$4,00063
Number of managed investment management and investment advisory agency accounts$148,000236
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00044
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$7,615,00027
Personal Trust and Agency Accounts$36,000134
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000265
Employee Benefit-defined Benefit Accounts$0167
Number non-managed other employee benefit and retirement-related accounts$41,000167
Corporate Trust and Agency Accounts$7,079,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$455,00014
Memoranda
Custody and Safekeeping Accounts$202,000129
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$8,129,00047
Number of Managed Accounts$805,000191
Personal Trust and Agency Accounts$571,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000279
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$25,000329
Corporate Trust and Agency Accounts$30,00030
Number of managed investment management and investment advisory agency accounts$154,000237
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00047
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$7,324,00026
Personal Trust and Agency Accounts$42,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000269
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$41,000169
Corporate Trust and Agency Accounts$6,791,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$446,00014
Memoranda
Custody and Safekeeping Accounts$196,000132
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$8,398,00048
Number of Managed Accounts$811,000193
Personal Trust and Agency Accounts$579,000119
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000471
Employee Benefit-defined Benefit Accounts$1,000249
Number of other employee benefit and retirement-related accounts$25,000491
Corporate Trust and Agency Accounts$17,00065
Number of managed investment management and investment advisory agency accounts$166,000249
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00069
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$7,587,00027
Personal Trust and Agency Accounts$45,000219
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000399
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$40,000319
Corporate Trust and Agency Accounts$7,040,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$458,00017
Memoranda
Custody and Safekeeping Accounts$197,000157
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,404,00047
Number of Managed Accounts$808,000186
Personal Trust and Agency Accounts$584,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000282
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$26,000307
Corporate Trust and Agency Accounts$16,00042
Number of managed investment management and investment advisory agency accounts$158,000228
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$21,00049
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$7,596,00027
Personal Trust and Agency Accounts$68,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000253
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$40,000159
Corporate Trust and Agency Accounts$7,000,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$482,00013
Memoranda
Custody and Safekeeping Accounts$202,000128
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,533,00046
Number of Managed Accounts$819,000186
Personal Trust and Agency Accounts$601,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000289
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$27,000307
Corporate Trust and Agency Accounts$12,00050
Number of managed investment management and investment advisory agency accounts$156,000227
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$20,00047
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$7,714,00027
Personal Trust and Agency Accounts$65,000108
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000258
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$39,000164
Corporate Trust and Agency Accounts$7,110,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$494,00014
Memoranda
Custody and Safekeeping Accounts$304,00097
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,456,00044
Number of Managed Accounts$817,000184
Personal Trust and Agency Accounts$606,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000293
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$27,000304
Corporate Trust and Agency Accounts$12,00047
Number of managed investment management and investment advisory agency accounts$150,000231
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$19,00050
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$7,639,00027
Personal Trust and Agency Accounts$57,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000252
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$38,000166
Corporate Trust and Agency Accounts$7,059,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$478,00014
Memoranda
Custody and Safekeeping Accounts$301,00093
Fiduciary Accounts Held in Foreign Offices$012
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,337,00045
Number of Managed Accounts$892,000173
Personal Trust and Agency Accounts$646,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000500
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$33,000429
Corporate Trust and Agency Accounts$24,00060
Number of managed investment management and investment advisory agency accounts$158,000245
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$28,00050
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$7,445,00027
Personal Trust and Agency Accounts$62,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000228
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$41,000309
Corporate Trust and Agency Accounts$6,857,0009
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$462,00021
Memoranda
Custody and Safekeeping Accounts$193,000168
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,772,00048
Number of Managed Accounts$905,000168
Personal Trust and Agency Accounts$661,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000284
Employee Benefit-defined Benefit Accounts$0242
Number of other employee benefit and retirement-related accounts$46,000265
Corporate Trust and Agency Accounts$12,00050
Number of managed investment management and investment advisory agency accounts$167,000221
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$17,00055
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$6,867,00029
Personal Trust and Agency Accounts$66,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000207
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$44,000158
Corporate Trust and Agency Accounts$6,286,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$452,00019
Memoranda
Custody and Safekeeping Accounts$201,000129
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,466,00050
Number of Managed Accounts$885,000178
Personal Trust and Agency Accounts$653,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$2,000289
Employee Benefit-defined Benefit Accounts$0248
Number of other employee benefit and retirement-related accounts$51,000262
Corporate Trust and Agency Accounts$1,00087
Number of managed investment management and investment advisory agency accounts$167,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00070
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$6,581,00030
Personal Trust and Agency Accounts$74,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000207
Employee Benefit-defined Benefit Accounts$1,000156
Number non-managed other employee benefit and retirement-related accounts$49,000153
Corporate Trust and Agency Accounts$5,990,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$447,00018
Memoranda
Custody and Safekeeping Accounts$203,000131
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,609,00048
Number of Managed Accounts$953,000167
Personal Trust and Agency Accounts$680,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000285
Employee Benefit-defined Benefit Accounts$0249
Number of other employee benefit and retirement-related accounts$62,000248
Corporate Trust and Agency Accounts$1,00089
Number of managed investment management and investment advisory agency accounts$206,000194
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000122
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$6,656,00028
Personal Trust and Agency Accounts$73,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000189
Employee Benefit-defined Benefit Accounts$1,000154
Number non-managed other employee benefit and retirement-related accounts$52,000156
Corporate Trust and Agency Accounts$6,055,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$450,00017
Memoranda
Custody and Safekeeping Accounts$215,000126
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,530,00053
Number of Managed Accounts$1,042,000157
Personal Trust and Agency Accounts$743,000104
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000485
Employee Benefit-defined Benefit Accounts$0446
Number of other employee benefit and retirement-related accounts$63,000314
Corporate Trust and Agency Accounts$2,000198
Number of managed investment management and investment advisory agency accounts$230,000188
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000252
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$6,488,00031
Personal Trust and Agency Accounts$61,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$26,000232
Employee Benefit-defined Benefit Accounts$1,000201
Number non-managed other employee benefit and retirement-related accounts$51,000281
Corporate Trust and Agency Accounts$5,906,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$443,00021
Memoranda
Custody and Safekeeping Accounts$222,000155
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,408,00049
Number of Managed Accounts$1,058,000148
Personal Trust and Agency Accounts$749,000100
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$4,000272
Employee Benefit-defined Benefit Accounts$0246
Number of other employee benefit and retirement-related accounts$72,000224
Corporate Trust and Agency Accounts$2,00084
Number of managed investment management and investment advisory agency accounts$230,000178
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000117
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$6,350,00032
Personal Trust and Agency Accounts$55,000126
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$27,000186
Employee Benefit-defined Benefit Accounts$1,000153
Number non-managed other employee benefit and retirement-related accounts$58,000139
Corporate Trust and Agency Accounts$5,775,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$434,00016
Memoranda
Custody and Safekeeping Accounts$237,000114
Fiduciary Accounts Held in Foreign Offices$013
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,298,00048
Number of Managed Accounts$1,119,000144
Personal Trust and Agency Accounts$781,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000273
Employee Benefit-defined Benefit Accounts$0251
Number of other employee benefit and retirement-related accounts$79,000216
Corporate Trust and Agency Accounts$2,00086
Number of managed investment management and investment advisory agency accounts$250,000168
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000112
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$6,179,00032
Personal Trust and Agency Accounts$53,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,000171
Employee Benefit-defined Benefit Accounts$1,000151
Number non-managed other employee benefit and retirement-related accounts$59,000140
Corporate Trust and Agency Accounts$5,602,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$429,00016
Memoranda
Custody and Safekeeping Accounts$251,000112
Fiduciary Accounts Held in Foreign Offices$014
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,363,00050
Number of Managed Accounts$1,246,000128
Personal Trust and Agency Accounts$860,00097
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000195
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$98,000190
Corporate Trust and Agency Accounts$2,00086
Number of managed investment management and investment advisory agency accounts$263,000161
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000125
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$6,117,00032
Personal Trust and Agency Accounts$55,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,000108
Employee Benefit-defined Benefit Accounts$3,000121
Number non-managed other employee benefit and retirement-related accounts$71,000126
Corporate Trust and Agency Accounts$5,471,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$434,00016
Memoranda
Custody and Safekeeping Accounts$246,000116
Fiduciary Accounts Held in Foreign Offices$015
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,183,00053
Number of Managed Accounts$1,663,000107
Personal Trust and Agency Accounts$1,201,00078
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000192
Employee Benefit-defined Benefit Accounts$4,000162
Number of other employee benefit and retirement-related accounts$152,000171
Corporate Trust and Agency Accounts$2,000198
Number of managed investment management and investment advisory agency accounts$271,000155
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000224
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$6,520,00035
Personal Trust and Agency Accounts$69,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$245,00067
Employee Benefit-defined Benefit Accounts$12,000101
Number non-managed other employee benefit and retirement-related accounts$158,000131
Corporate Trust and Agency Accounts$5,595,00013
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$441,00021
Memoranda
Custody and Safekeeping Accounts$313,000118
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,447,00048
Number of Managed Accounts$1,815,00093
Personal Trust and Agency Accounts$1,311,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000151
Employee Benefit-defined Benefit Accounts$4,000138
Number of other employee benefit and retirement-related accounts$178,000125
Corporate Trust and Agency Accounts$2,00082
Number of managed investment management and investment advisory agency accounts$282,000144
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000110
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$6,632,00031
Personal Trust and Agency Accounts$73,000115
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$256,00064
Employee Benefit-defined Benefit Accounts$12,00084
Number non-managed other employee benefit and retirement-related accounts$202,00064
Corporate Trust and Agency Accounts$5,646,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$443,00016
Memoranda
Custody and Safekeeping Accounts$330,000107
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,524,00047
Number of Managed Accounts$1,889,00093
Personal Trust and Agency Accounts$1,364,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000155
Employee Benefit-defined Benefit Accounts$4,000136
Number of other employee benefit and retirement-related accounts$183,000124
Corporate Trust and Agency Accounts$1,00092
Number of managed investment management and investment advisory agency accounts$299,000132
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000111
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$6,635,00032
Personal Trust and Agency Accounts$85,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$258,00061
Employee Benefit-defined Benefit Accounts$12,00085
Number non-managed other employee benefit and retirement-related accounts$223,00060
Corporate Trust and Agency Accounts$5,611,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$446,00018
Memoranda
Custody and Safekeeping Accounts$366,00093
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,303,00050
Number of Managed Accounts$1,891,00093
Personal Trust and Agency Accounts$1,377,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,000153
Employee Benefit-defined Benefit Accounts$4,000139
Number of other employee benefit and retirement-related accounts$182,000126
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$288,000134
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000103
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$6,412,00032
Personal Trust and Agency Accounts$84,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$262,00063
Employee Benefit-defined Benefit Accounts$13,00081
Number non-managed other employee benefit and retirement-related accounts$231,00059
Corporate Trust and Agency Accounts$5,380,00011
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$442,00017
Memoranda
Custody and Safekeeping Accounts$359,00091
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,178,00054
Number of Managed Accounts$1,897,000100
Personal Trust and Agency Accounts$1,456,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,000161
Employee Benefit-defined Benefit Accounts$4,000166
Number of other employee benefit and retirement-related accounts$188,000128
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$204,000187
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
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$6,281,00034
Personal Trust and Agency Accounts$79,000174
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$355,00064
Employee Benefit-defined Benefit Accounts$13,00092
Number non-managed other employee benefit and retirement-related accounts$246,00085
Corporate Trust and Agency Accounts$5,180,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$408,00020
Memoranda
Custody and Safekeeping Accounts$356,000110
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$8,369,00051
Number of Managed Accounts$1,962,00094
Personal Trust and Agency Accounts$1,472,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000117
Employee Benefit-defined Benefit Accounts$5,000140
Number of other employee benefit and retirement-related accounts$196,000112
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$220,000167
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$1,000132
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$6,407,00032
Personal Trust and Agency Accounts$70,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$567,00052
Employee Benefit-defined Benefit Accounts$13,00087
Number non-managed other employee benefit and retirement-related accounts$272,00055
Corporate Trust and Agency Accounts$5,084,00010
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$401,00020
Memoranda
Custody and Safekeeping Accounts$357,000102
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$7,497,00056
Number of Managed Accounts$1,697,000104
Personal Trust and Agency Accounts$1,342,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,000135
Employee Benefit-defined Benefit Accounts$2,000193
Number of other employee benefit and retirement-related accounts$161,000135
Corporate Trust and Agency Accounts$5,00081
Number of managed investment management and investment advisory agency accounts$118,000239
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$9,00091
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$5,800,00035
Personal Trust and Agency Accounts$50,000150
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$227,00086
Employee Benefit-defined Benefit Accounts$2,000157
Number non-managed other employee benefit and retirement-related accounts$189,00076
Corporate Trust and Agency Accounts$4,941,00012
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$391,00019
Memoranda
Custody and Safekeeping Accounts$275,000119
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,017,00064
Number of Managed Accounts$729,000217
Personal Trust and Agency Accounts$536,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,000184
Employee Benefit-defined Benefit Accounts$2,000198
Number of other employee benefit and retirement-related accounts$61,000235
Corporate Trust and Agency Accounts$6,00083
Number of managed investment management and investment advisory agency accounts$76,000282
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$11,00088
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$5,288,00037
Personal Trust and Agency Accounts$15,000243
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$153,000109
Employee Benefit-defined Benefit Accounts$2,000160
Number non-managed other employee benefit and retirement-related accounts$170,00083
Corporate Trust and Agency Accounts$4,579,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$369,00017
Memoranda
Custody and Safekeeping Accounts$45,000317
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,019,00067
Number of Managed Accounts$700,000241
Personal Trust and Agency Accounts$524,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,000192
Employee Benefit-defined Benefit Accounts$2,000251
Number of other employee benefit and retirement-related accounts$47,000362
Corporate Trust and Agency Accounts$6,000173
Number of managed investment management and investment advisory agency accounts$72,000391
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$2,000246
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$5,319,00038
Personal Trust and Agency Accounts$14,000468
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$165,000113
Employee Benefit-defined Benefit Accounts$3,000168
Number non-managed other employee benefit and retirement-related accounts$193,000105
Corporate Trust and Agency Accounts$4,565,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$379,00020
Memoranda
Custody and Safekeeping Accounts$43,000527
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$6,458,00057
Number of Managed Accounts$749,000211
Personal Trust and Agency Accounts$610,000143
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,000156
Employee Benefit-defined Benefit Accounts$6,000147
Number of other employee benefit and retirement-related accounts$47,000324
Corporate Trust and Agency Accounts$8,000144
Number of managed investment management and investment advisory agency accounts$0858
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,000202
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$5,709,00030
Personal Trust and Agency Accounts$604,00027
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00090
Employee Benefit-defined Benefit Accounts$19,00092
Number non-managed other employee benefit and retirement-related accounts$272,00081
Corporate Trust and Agency Accounts$4,204,00014
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$389,00021
Memoranda
Custody and Safekeeping Accounts$51,000439
Fiduciary Accounts Held in Foreign Offices$016
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA