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Capital One, Number of Fiduciary and Related Asset Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,000959
Number of Managed Accounts$3,000889
Personal Trust and Agency Accounts$3,000875
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0412
Employee Benefit-defined Benefit Accounts$0229
Number of other employee benefit and retirement-related accounts$0628
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$0613
Number of foundation and endowment trust and agency accounts, managed assets$0500
Other Fiduciary Accounts$0249
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0548
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$050
Number of Non-Managed Accounts$0825
Personal Trust and Agency Accounts$0637
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0359
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$0608
Corporate Trust and Agency Accounts$0248
Number of investment management and advisory agency accounts, non-managed assets$0396
Number (#) individual retirement, health savings, and other similar accounts$0247
Other Fiduciary Accounts$0190
Memoranda
Custody and Safekeeping Accounts$1,000591
Fiduciary Accounts Held in Foreign Offices$038
# of Individual retirement,health savings and similar accounts, non-managed asts$0645
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Personal Trust and Agency Accounts$0365
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0168
Number of other employee benefit and retirement-related accounts$0363
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0333
Number of foundation and endowment trust and agency accounts, managed assets$0298
Other Fiduciary Accounts$0112
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0317
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0365
Personal Trust and Agency Accounts$0313
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0158
Number non-managed other employee benefit and retirement-related accounts$0298
Corporate Trust and Agency Accounts$0118
Number of investment management and advisory agency accounts, non-managed assets$0251
Number (#) individual retirement, health savings, and other similar accounts$0194
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0340
Fiduciary Accounts Held in Foreign Offices$017
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0448
Number of Managed Accounts$0438
Personal Trust and Agency Accounts$0437
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0328
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0433
Corporate Trust and Agency Accounts$0125
Number of managed investment management and investment advisory agency accounts$0399
Number of foundation and endowment trust and agency accounts, managed assets$0348
Other Fiduciary Accounts$0158
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0385
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0435
Personal Trust and Agency Accounts$0369
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0284
Employee Benefit-defined Benefit Accounts$0165
Number non-managed other employee benefit and retirement-related accounts$0382
Corporate Trust and Agency Accounts$0169
Number of investment management and advisory agency accounts, non-managed assets$0289
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$0135
Memoranda
Custody and Safekeeping Accounts$0403
Fiduciary Accounts Held in Foreign Offices$037
# of Individual retirement,health savings and similar accounts, non-managed asts$0412
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0375
Personal Trust and Agency Accounts$0367
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0248
Employee Benefit-defined Benefit Accounts$0171
Number of other employee benefit and retirement-related accounts$0335
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0341
Number of foundation and endowment trust and agency accounts, managed assets$0305
Other Fiduciary Accounts$0108
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0325
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0373
Personal Trust and Agency Accounts$0307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0231
Employee Benefit-defined Benefit Accounts$0122
Number non-managed other employee benefit and retirement-related accounts$0297
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$092
Memoranda
Custody and Safekeeping Accounts$0348
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$5,000975
Number of Managed Accounts$5,000889
Personal Trust and Agency Accounts$5,000859
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0390
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$0617
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$0644
Number of foundation and endowment trust and agency accounts, managed assets$0513
Other Fiduciary Accounts$0220
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0573
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$051
Number of Non-Managed Accounts$0869
Personal Trust and Agency Accounts$0651
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0361
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$0590
Corporate Trust and Agency Accounts$0212
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0208
Other Fiduciary Accounts$0175
Memoranda
Custody and Safekeeping Accounts$1,000618
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0641
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$0399
Number of Managed Accounts$0389
Personal Trust and Agency Accounts$0378
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0260
Employee Benefit-defined Benefit Accounts$0181
Number of other employee benefit and retirement-related accounts$0351
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$0357
Number of foundation and endowment trust and agency accounts, managed assets$0319
Other Fiduciary Accounts$0105
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0340
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0385
Personal Trust and Agency Accounts$0309
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0247
Employee Benefit-defined Benefit Accounts$0128
Number non-managed other employee benefit and retirement-related accounts$0312
Corporate Trust and Agency Accounts$0115
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$098
Memoranda
Custody and Safekeeping Accounts$0363
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0327
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$0430
Number of Managed Accounts$0422
Personal Trust and Agency Accounts$0417
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0285
Employee Benefit-defined Benefit Accounts$0188
Number of other employee benefit and retirement-related accounts$0396
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0397
Number of foundation and endowment trust and agency accounts, managed assets$0337
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0384
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0417
Personal Trust and Agency Accounts$0335
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$0346
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0230
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$0398
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0371
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$0359
Number of Managed Accounts$0350
Personal Trust and Agency Accounts$0344
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0250
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$072
Number of managed investment management and investment advisory agency accounts$0329
Number of foundation and endowment trust and agency accounts, managed assets$0291
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0319
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0347
Personal Trust and Agency Accounts$0284
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$0295
Corporate Trust and Agency Accounts$0109
Number of investment management and advisory agency accounts, non-managed assets$0187
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$0336
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0310
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$8,000914
Number of Managed Accounts$8,000838
Personal Trust and Agency Accounts$7,000830
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000294
Employee Benefit-defined Benefit Accounts$0238
Number of other employee benefit and retirement-related accounts$0603
Corporate Trust and Agency Accounts$0160
Number of managed investment management and investment advisory agency accounts$0625
Number of foundation and endowment trust and agency accounts, managed assets$0487
Other Fiduciary Accounts$0222
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0553
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$040
Number of Non-Managed Accounts$0847
Personal Trust and Agency Accounts$0626
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$0595
Corporate Trust and Agency Accounts$0213
Number of investment management and advisory agency accounts, non-managed assets$0346
Number (#) individual retirement, health savings, and other similar accounts$0188
Other Fiduciary Accounts$0174
Memoranda
Custody and Safekeeping Accounts$1,000602
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0639
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$0343
Number of Managed Accounts$0335
Personal Trust and Agency Accounts$0334
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0249
Employee Benefit-defined Benefit Accounts$0174
Number of other employee benefit and retirement-related accounts$0315
Corporate Trust and Agency Accounts$071
Number of managed investment management and investment advisory agency accounts$0312
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$097
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0306
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0330
Personal Trust and Agency Accounts$0273
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$0284
Corporate Trust and Agency Accounts$0107
Number of investment management and advisory agency accounts, non-managed assets$0181
Number (#) individual retirement, health savings, and other similar accounts$0131
Other Fiduciary Accounts$090
Memoranda
Custody and Safekeeping Accounts$0319
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0295
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$0409
Number of Managed Accounts$0401
Personal Trust and Agency Accounts$0400
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0292
Employee Benefit-defined Benefit Accounts$0191
Number of other employee benefit and retirement-related accounts$0379
Corporate Trust and Agency Accounts$076
Number of managed investment management and investment advisory agency accounts$0375
Number of foundation and endowment trust and agency accounts, managed assets$0320
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0367
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0396
Personal Trust and Agency Accounts$0318
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$0334
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0146
Other Fiduciary Accounts$099
Memoranda
Custody and Safekeeping Accounts$0376
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0352
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$0345
Number of Managed Accounts$0337
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0257
Employee Benefit-defined Benefit Accounts$0176
Number of other employee benefit and retirement-related accounts$0319
Corporate Trust and Agency Accounts$070
Number of managed investment management and investment advisory agency accounts$0316
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$098
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0309
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0333
Personal Trust and Agency Accounts$0274
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$0290
Corporate Trust and Agency Accounts$0111
Number of investment management and advisory agency accounts, non-managed assets$0183
Number (#) individual retirement, health savings, and other similar accounts$0129
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$0322
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0299
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$10,000918
Number of Managed Accounts$10,000839
Personal Trust and Agency Accounts$9,000810
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000304
Employee Benefit-defined Benefit Accounts$0247
Number of other employee benefit and retirement-related accounts$0614
Corporate Trust and Agency Accounts$0158
Number of managed investment management and investment advisory agency accounts$0638
Number of foundation and endowment trust and agency accounts, managed assets$0489
Other Fiduciary Accounts$0217
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0565
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$0874
Personal Trust and Agency Accounts$0649
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$0604
Corporate Trust and Agency Accounts$0228
Number of investment management and advisory agency accounts, non-managed assets$0353
Number (#) individual retirement, health savings, and other similar accounts$0195
Other Fiduciary Accounts$0171
Memoranda
Custody and Safekeeping Accounts$2,000582
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0642
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$10,000345
Number of Managed Accounts$10,000334
Personal Trust and Agency Accounts$9,000327
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$0320
Corporate Trust and Agency Accounts$074
Number of managed investment management and investment advisory agency accounts$0318
Number of foundation and endowment trust and agency accounts, managed assets$0277
Other Fiduciary Accounts$0101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$0311
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0335
Personal Trust and Agency Accounts$0277
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$0293
Corporate Trust and Agency Accounts$0117
Number of investment management and advisory agency accounts, non-managed assets$0190
Number (#) individual retirement, health savings, and other similar accounts$0135
Other Fiduciary Accounts$088
Memoranda
Custody and Safekeeping Accounts$2,000311
Fiduciary Accounts Held in Foreign Offices$011
# of Individual retirement,health savings and similar accounts, non-managed asts$0304
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$10,000403
Number of Managed Accounts$10,000392
Personal Trust and Agency Accounts$9,000384
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$0374
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$0373
Number of foundation and endowment trust and agency accounts, managed assets$0314
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0359
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0391
Personal Trust and Agency Accounts$0319
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$0335
Corporate Trust and Agency Accounts$0133
Number of investment management and advisory agency accounts, non-managed assets$0224
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$2,000360
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0353
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$15,000346
Number of Managed Accounts$15,000337
Personal Trust and Agency Accounts$11,000328
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$0323
Corporate Trust and Agency Accounts$073
Number of managed investment management and investment advisory agency accounts$3,000317
Number of foundation and endowment trust and agency accounts, managed assets$0280
Other Fiduciary Accounts$0109
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0338
Personal Trust and Agency Accounts$0279
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$0296
Corporate Trust and Agency Accounts$0116
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0140
Other Fiduciary Accounts$094
Memoranda
Custody and Safekeeping Accounts$2,000317
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0309
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$3,175,00085
Number of Managed Accounts$3,175,00066
Personal Trust and Agency Accounts$281,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$453,0005
Employee Benefit-defined Benefit Accounts$3,000116
Number of other employee benefit and retirement-related accounts$1,507,00036
Corporate Trust and Agency Accounts$39,00020
Number of managed investment management and investment advisory agency accounts$872,00079
Number of foundation and endowment trust and agency accounts, managed assets$2,000418
Other Fiduciary Accounts$18,00043
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0570
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$1,080,00029
Number of Non-Managed Accounts$0902
Personal Trust and Agency Accounts$0670
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$0616
Corporate Trust and Agency Accounts$0235
Number of investment management and advisory agency accounts, non-managed assets$0362
Number (#) individual retirement, health savings, and other similar accounts$0204
Other Fiduciary Accounts$0181
Memoranda
Custody and Safekeeping Accounts$2,000591
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0659
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$0357
Number of Managed Accounts$0349
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0259
Employee Benefit-defined Benefit Accounts$0184
Number of other employee benefit and retirement-related accounts$0328
Corporate Trust and Agency Accounts$079
Number of managed investment management and investment advisory agency accounts$0326
Number of foundation and endowment trust and agency accounts, managed assets$0281
Other Fiduciary Accounts$0110
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0315
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0341
Personal Trust and Agency Accounts$0282
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$0301
Corporate Trust and Agency Accounts$0114
Number of investment management and advisory agency accounts, non-managed assets$0191
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$095
Memoranda
Custody and Safekeeping Accounts$0332
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0314
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$0395
Number of Managed Accounts$0387
Personal Trust and Agency Accounts$0385
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0283
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0365
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$0363
Number of foundation and endowment trust and agency accounts, managed assets$0308
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0351
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0381
Personal Trust and Agency Accounts$0311
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$0325
Corporate Trust and Agency Accounts$0126
Number of investment management and advisory agency accounts, non-managed assets$0208
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$0103
Memoranda
Custody and Safekeeping Accounts$0369
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0346
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$0402
Number of Managed Accounts$0393
Personal Trust and Agency Accounts$0389
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$0282
Employee Benefit-defined Benefit Accounts$0197
Number of other employee benefit and retirement-related accounts$0369
Corporate Trust and Agency Accounts$077
Number of managed investment management and investment advisory agency accounts$0367
Number of foundation and endowment trust and agency accounts, managed assets$0312
Other Fiduciary Accounts$0133
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0357
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$0384
Personal Trust and Agency Accounts$0309
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$0328
Corporate Trust and Agency Accounts$0129
Number of investment management and advisory agency accounts, non-managed assets$0212
Number (#) individual retirement, health savings, and other similar accounts$0151
Other Fiduciary Accounts$0106
Memoranda
Custody and Safekeeping Accounts$0372
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
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$33,000842
Number of Managed Accounts$30,000758
Personal Trust and Agency Accounts$19,000768
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$0649
Corporate Trust and Agency Accounts$0155
Number of managed investment management and investment advisory agency accounts$7,000586
Number of foundation and endowment trust and agency accounts, managed assets$3,000385
Other Fiduciary Accounts$0229
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$0592
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$044
Number of Non-Managed Accounts$3,000805
Personal Trust and Agency Accounts$1,000600
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000318
Employee Benefit-defined Benefit Accounts$0168
Number non-managed other employee benefit and retirement-related accounts$0634
Corporate Trust and Agency Accounts$0243
Number of investment management and advisory agency accounts, non-managed assets$0360
Number (#) individual retirement, health savings, and other similar accounts$0205
Other Fiduciary Accounts$1,000144
Memoranda
Custody and Safekeeping Accounts$3,000597
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0671
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$66,000399
Number of Managed Accounts$62,000386
Personal Trust and Agency Accounts$41,000368
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$2,000365
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$14,000349
Number of foundation and endowment trust and agency accounts, managed assets$4,000274
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$2,000352
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$4,000365
Personal Trust and Agency Accounts$1,000295
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$1,000246
Employee Benefit-defined Benefit Accounts$0135
Number non-managed other employee benefit and retirement-related accounts$0329
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$0150
Other Fiduciary Accounts$2,00083
Memoranda
Custody and Safekeeping Accounts$4,000348
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$0350
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$1,690,000149
Number of Managed Accounts$1,474,000130
Personal Trust and Agency Accounts$694,00081
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000127
Employee Benefit-defined Benefit Accounts$12,00053
Number of other employee benefit and retirement-related accounts$147,000247
Corporate Trust and Agency Accounts$080
Number of managed investment management and investment advisory agency accounts$444,000126
Number of foundation and endowment trust and agency accounts, managed assets$155,00051
Other Fiduciary Accounts$3,00083
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$147,000243
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$216,000138
Personal Trust and Agency Accounts$38,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$9,000183
Employee Benefit-defined Benefit Accounts$39,00028
Number non-managed other employee benefit and retirement-related accounts$8,000246
Corporate Trust and Agency Accounts$21,00065
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$1,000106
Other Fiduciary Accounts$100,00025
Memoranda
Custody and Safekeeping Accounts$345,00080
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000285
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$1,766,000145
Number of Managed Accounts$1,542,000126
Personal Trust and Agency Accounts$733,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000122
Employee Benefit-defined Benefit Accounts$14,00050
Number of other employee benefit and retirement-related accounts$154,000243
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$459,000123
Number of foundation and endowment trust and agency accounts, managed assets$158,00048
Other Fiduciary Accounts$3,00083
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$154,000235
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$224,000136
Personal Trust and Agency Accounts$39,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$15,000157
Employee Benefit-defined Benefit Accounts$40,00028
Number non-managed other employee benefit and retirement-related accounts$9,000246
Corporate Trust and Agency Accounts$21,00065
Number of investment management and advisory agency accounts, non-managed assets$0218
Number (#) individual retirement, health savings, and other similar accounts$1,000104
Other Fiduciary Accounts$99,00025
Memoranda
Custody and Safekeeping Accounts$352,00076
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000280
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$1,801,000143
Number of Managed Accounts$1,572,000122
Personal Trust and Agency Accounts$752,00074
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000131
Employee Benefit-defined Benefit Accounts$14,00052
Number of other employee benefit and retirement-related accounts$156,000266
Corporate Trust and Agency Accounts$0174
Number of managed investment management and investment advisory agency accounts$467,000123
Number of foundation and endowment trust and agency accounts, managed assets$159,00047
Other Fiduciary Accounts$3,000131
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$156,000254
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$047
Number of Non-Managed Accounts$229,000159
Personal Trust and Agency Accounts$39,000156
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000154
Employee Benefit-defined Benefit Accounts$40,00029
Number non-managed other employee benefit and retirement-related accounts$9,000437
Corporate Trust and Agency Accounts$21,00090
Number of investment management and advisory agency accounts, non-managed assets$0374
Number (#) individual retirement, health savings, and other similar accounts$1,000129
Other Fiduciary Accounts$100,00030
Memoranda
Custody and Safekeeping Accounts$351,00083
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000514
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$1,861,000136
Number of Managed Accounts$1,618,000122
Personal Trust and Agency Accounts$762,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000112
Employee Benefit-defined Benefit Accounts$13,00054
Number of other employee benefit and retirement-related accounts$161,000235
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$493,000119
Number of foundation and endowment trust and agency accounts, managed assets$161,00046
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$161,000230
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$243,000128
Personal Trust and Agency Accounts$40,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$31,000115
Employee Benefit-defined Benefit Accounts$42,00029
Number non-managed other employee benefit and retirement-related accounts$9,000240
Corporate Trust and Agency Accounts$21,00065
Number of investment management and advisory agency accounts, non-managed assets$0211
Number (#) individual retirement, health savings, and other similar accounts$1,000109
Other Fiduciary Accounts$99,00025
Memoranda
Custody and Safekeeping Accounts$343,00077
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000276
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$1,946,000125
Number of Managed Accounts$1,700,000112
Personal Trust and Agency Accounts$778,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$35,00085
Employee Benefit-defined Benefit Accounts$19,00045
Number of other employee benefit and retirement-related accounts$163,000238
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$535,000106
Number of foundation and endowment trust and agency accounts, managed assets$167,00047
Other Fiduciary Accounts$3,00084
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$163,000231
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$246,000127
Personal Trust and Agency Accounts$46,00092
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$32,000116
Employee Benefit-defined Benefit Accounts$41,00029
Number non-managed other employee benefit and retirement-related accounts$9,000244
Corporate Trust and Agency Accounts$21,00067
Number of investment management and advisory agency accounts, non-managed assets$0213
Number (#) individual retirement, health savings, and other similar accounts$1,000113
Other Fiduciary Accounts$96,00025
Memoranda
Custody and Safekeeping Accounts$328,00080
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000277
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$1,989,000118
Number of Managed Accounts$1,735,000106
Personal Trust and Agency Accounts$790,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$36,00085
Employee Benefit-defined Benefit Accounts$19,00045
Number of other employee benefit and retirement-related accounts$165,000235
Corporate Trust and Agency Accounts$084
Number of managed investment management and investment advisory agency accounts$552,000100
Number of foundation and endowment trust and agency accounts, managed assets$171,00045
Other Fiduciary Accounts$2,00097
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$165,000228
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$254,000126
Personal Trust and Agency Accounts$45,00093
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$39,000108
Employee Benefit-defined Benefit Accounts$42,00029
Number non-managed other employee benefit and retirement-related accounts$9,000245
Corporate Trust and Agency Accounts$21,00066
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0152
Other Fiduciary Accounts$98,00025
Memoranda
Custody and Safekeeping Accounts$322,00084
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000279
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$2,048,000112
Number of Managed Accounts$1,793,000102
Personal Trust and Agency Accounts$812,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00089
Employee Benefit-defined Benefit Accounts$20,00044
Number of other employee benefit and retirement-related accounts$170,000248
Corporate Trust and Agency Accounts$0181
Number of managed investment management and investment advisory agency accounts$571,00097
Number of foundation and endowment trust and agency accounts, managed assets$181,00041
Other Fiduciary Accounts$2,000152
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$170,000233
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$055
Number of Non-Managed Accounts$255,000150
Personal Trust and Agency Accounts$40,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$41,000109
Employee Benefit-defined Benefit Accounts$42,00029
Number non-managed other employee benefit and retirement-related accounts$9,000456
Corporate Trust and Agency Accounts$21,00086
Number of investment management and advisory agency accounts, non-managed assets$0371
Number (#) individual retirement, health savings, and other similar accounts$0203
Other Fiduciary Accounts$102,00029
Memoranda
Custody and Safekeeping Accounts$328,00091
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000525
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$2,074,000110
Number of Managed Accounts$1,816,000100
Personal Trust and Agency Accounts$830,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00085
Employee Benefit-defined Benefit Accounts$20,00043
Number of other employee benefit and retirement-related accounts$171,000226
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$575,00095
Number of foundation and endowment trust and agency accounts, managed assets$180,00042
Other Fiduciary Accounts$3,00081
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$171,000215
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$258,000127
Personal Trust and Agency Accounts$34,000123
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$45,00097
Employee Benefit-defined Benefit Accounts$46,00027
Number non-managed other employee benefit and retirement-related accounts$9,000253
Corporate Trust and Agency Accounts$21,00069
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$103,00023
Memoranda
Custody and Safekeeping Accounts$324,00085
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000287
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$2,069,000111
Number of Managed Accounts$1,813,000101
Personal Trust and Agency Accounts$830,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$37,00086
Employee Benefit-defined Benefit Accounts$20,00044
Number of other employee benefit and retirement-related accounts$164,000231
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$579,00093
Number of foundation and endowment trust and agency accounts, managed assets$180,00042
Other Fiduciary Accounts$3,00085
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$164,000222
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$256,000127
Personal Trust and Agency Accounts$30,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00099
Employee Benefit-defined Benefit Accounts$49,00027
Number non-managed other employee benefit and retirement-related accounts$8,000260
Corporate Trust and Agency Accounts$21,00072
Number of investment management and advisory agency accounts, non-managed assets$0223
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$100,00023
Memoranda
Custody and Safekeeping Accounts$314,00087
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$8,000293
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$2,058,000111
Number of Managed Accounts$1,827,000102
Personal Trust and Agency Accounts$839,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$38,00088
Employee Benefit-defined Benefit Accounts$21,00045
Number of other employee benefit and retirement-related accounts$165,000227
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$585,00094
Number of foundation and endowment trust and agency accounts, managed assets$178,00042
Other Fiduciary Accounts$1,000114
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$165,000213
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$231,000137
Personal Trust and Agency Accounts$36,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$57,00086
Employee Benefit-defined Benefit Accounts$17,00046
Number non-managed other employee benefit and retirement-related accounts$9,000252
Corporate Trust and Agency Accounts$21,00070
Number of investment management and advisory agency accounts, non-managed assets$0226
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$91,00024
Memoranda
Custody and Safekeeping Accounts$358,00082
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000287
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$2,098,000114
Number of Managed Accounts$1,862,00097
Personal Trust and Agency Accounts$851,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$43,00085
Employee Benefit-defined Benefit Accounts$21,00047
Number of other employee benefit and retirement-related accounts$170,000237
Corporate Trust and Agency Accounts$0191
Number of managed investment management and investment advisory agency accounts$592,00088
Number of foundation and endowment trust and agency accounts, managed assets$184,00039
Other Fiduciary Accounts$1,000191
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$170,000224
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$060
Number of Non-Managed Accounts$236,000160
Personal Trust and Agency Accounts$37,000180
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$60,00090
Employee Benefit-defined Benefit Accounts$17,00047
Number non-managed other employee benefit and retirement-related accounts$9,000475
Corporate Trust and Agency Accounts$21,00086
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0210
Other Fiduciary Accounts$92,00028
Memoranda
Custody and Safekeeping Accounts$359,00089
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000557
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$2,151,000109
Number of Managed Accounts$1,892,00097
Personal Trust and Agency Accounts$866,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$46,00079
Employee Benefit-defined Benefit Accounts$23,00042
Number of other employee benefit and retirement-related accounts$162,000227
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$613,00083
Number of foundation and endowment trust and agency accounts, managed assets$181,00036
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$162,000217
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$259,000125
Personal Trust and Agency Accounts$38,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00073
Employee Benefit-defined Benefit Accounts$19,00044
Number non-managed other employee benefit and retirement-related accounts$9,000246
Corporate Trust and Agency Accounts$21,00069
Number of investment management and advisory agency accounts, non-managed assets$0221
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$95,00024
Memoranda
Custody and Safekeeping Accounts$342,00083
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000284
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$2,174,000108
Number of Managed Accounts$1,903,00098
Personal Trust and Agency Accounts$890,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$47,00079
Employee Benefit-defined Benefit Accounts$23,00045
Number of other employee benefit and retirement-related accounts$163,000227
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$598,00089
Number of foundation and endowment trust and agency accounts, managed assets$181,00036
Other Fiduciary Accounts$1,000107
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$163,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$271,000124
Personal Trust and Agency Accounts$39,000112
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00072
Employee Benefit-defined Benefit Accounts$18,00047
Number non-managed other employee benefit and retirement-related accounts$9,000245
Corporate Trust and Agency Accounts$21,00071
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$102,00024
Memoranda
Custody and Safekeeping Accounts$343,00085
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$9,000285
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$2,166,000110
Number of Managed Accounts$1,893,00096
Personal Trust and Agency Accounts$874,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$48,00075
Employee Benefit-defined Benefit Accounts$23,00047
Number of other employee benefit and retirement-related accounts$169,000219
Corporate Trust and Agency Accounts$090
Number of managed investment management and investment advisory agency accounts$597,00088
Number of foundation and endowment trust and agency accounts, managed assets$181,00035
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$169,000203
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$273,000128
Personal Trust and Agency Accounts$39,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00073
Employee Benefit-defined Benefit Accounts$18,00045
Number non-managed other employee benefit and retirement-related accounts$10,000247
Corporate Trust and Agency Accounts$23,00069
Number of investment management and advisory agency accounts, non-managed assets$0219
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$99,00025
Memoranda
Custody and Safekeeping Accounts$340,00085
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$10,000284
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$2,507,00098
Number of Managed Accounts$2,214,00080
Personal Trust and Agency Accounts$922,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00062
Employee Benefit-defined Benefit Accounts$42,00030
Number of other employee benefit and retirement-related accounts$175,000230
Corporate Trust and Agency Accounts$0193
Number of managed investment management and investment advisory agency accounts$716,00074
Number of foundation and endowment trust and agency accounts, managed assets$287,00026
Other Fiduciary Accounts$1,000191
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$175,000214
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$063
Number of Non-Managed Accounts$293,000151
Personal Trust and Agency Accounts$42,000175
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00079
Employee Benefit-defined Benefit Accounts$18,00045
Number non-managed other employee benefit and retirement-related accounts$13,000446
Corporate Trust and Agency Accounts$24,00085
Number of investment management and advisory agency accounts, non-managed assets$0382
Number (#) individual retirement, health savings, and other similar accounts$0222
Other Fiduciary Accounts$113,00028
Memoranda
Custody and Safekeeping Accounts$348,00092
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$13,000520
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$2,574,00091
Number of Managed Accounts$2,242,00078
Personal Trust and Agency Accounts$940,00064
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00061
Employee Benefit-defined Benefit Accounts$44,00027
Number of other employee benefit and retirement-related accounts$173,000214
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$732,00074
Number of foundation and endowment trust and agency accounts, managed assets$282,00028
Other Fiduciary Accounts$1,000106
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$173,000199
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$332,000112
Personal Trust and Agency Accounts$43,000111
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00070
Employee Benefit-defined Benefit Accounts$41,00032
Number non-managed other employee benefit and retirement-related accounts$14,000228
Corporate Trust and Agency Accounts$24,00067
Number of investment management and advisory agency accounts, non-managed assets$0215
Number (#) individual retirement, health savings, and other similar accounts$0160
Other Fiduciary Accounts$123,00020
Memoranda
Custody and Safekeeping Accounts$317,00083
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000261
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$2,618,00088
Number of Managed Accounts$2,284,00076
Personal Trust and Agency Accounts$958,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00060
Employee Benefit-defined Benefit Accounts$52,00026
Number of other employee benefit and retirement-related accounts$179,000208
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$734,00074
Number of foundation and endowment trust and agency accounts, managed assets$290,00026
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$179,000191
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$334,000109
Personal Trust and Agency Accounts$44,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00070
Employee Benefit-defined Benefit Accounts$42,00032
Number non-managed other employee benefit and retirement-related accounts$14,000225
Corporate Trust and Agency Accounts$24,00067
Number of investment management and advisory agency accounts, non-managed assets$0220
Number (#) individual retirement, health savings, and other similar accounts$0156
Other Fiduciary Accounts$122,00019
Memoranda
Custody and Safekeeping Accounts$327,00079
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000262
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$2,680,00089
Number of Managed Accounts$2,341,00076
Personal Trust and Agency Accounts$988,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00064
Employee Benefit-defined Benefit Accounts$52,00026
Number of other employee benefit and retirement-related accounts$187,000201
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$738,00074
Number of foundation and endowment trust and agency accounts, managed assets$304,00024
Other Fiduciary Accounts$1,000102
Memoranda
Fiduciary Accounts Held in Foreign Offices$05
Number of Individual retirement, health savings, and similar accounts,managed assets$187,000186
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$339,000115
Personal Trust and Agency Accounts$43,000116
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$88,00072
Employee Benefit-defined Benefit Accounts$43,00032
Number non-managed other employee benefit and retirement-related accounts$14,000229
Corporate Trust and Agency Accounts$26,00064
Number of investment management and advisory agency accounts, non-managed assets$0214
Number (#) individual retirement, health savings, and other similar accounts$0159
Other Fiduciary Accounts$125,00023
Memoranda
Custody and Safekeeping Accounts$332,00078
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$14,000265
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$2,761,00092
Number of Managed Accounts$2,412,00075
Personal Trust and Agency Accounts$1,021,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00066
Employee Benefit-defined Benefit Accounts$51,00028
Number of other employee benefit and retirement-related accounts$191,000209
Corporate Trust and Agency Accounts$0208
Number of managed investment management and investment advisory agency accounts$746,00073
Number of foundation and endowment trust and agency accounts, managed assets$328,00023
Other Fiduciary Accounts$1,000188
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$191,000189
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$066
Number of Non-Managed Accounts$349,000130
Personal Trust and Agency Accounts$42,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00078
Employee Benefit-defined Benefit Accounts$44,00031
Number non-managed other employee benefit and retirement-related accounts$15,000422
Corporate Trust and Agency Accounts$28,00081
Number of investment management and advisory agency accounts, non-managed assets$0395
Number (#) individual retirement, health savings, and other similar accounts$0221
Other Fiduciary Accounts$128,00027
Memoranda
Custody and Safekeeping Accounts$341,00087
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$15,000504
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$2,782,00088
Number of Managed Accounts$2,438,00073
Personal Trust and Agency Accounts$1,058,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$74,00061
Employee Benefit-defined Benefit Accounts$53,00028
Number of other employee benefit and retirement-related accounts$190,000190
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$751,00072
Number of foundation and endowment trust and agency accounts, managed assets$311,00023
Other Fiduciary Accounts$1,000101
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$190,000174
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$344,000112
Personal Trust and Agency Accounts$45,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$73,00082
Employee Benefit-defined Benefit Accounts$47,00032
Number non-managed other employee benefit and retirement-related accounts$16,000214
Corporate Trust and Agency Accounts$28,00063
Number of investment management and advisory agency accounts, non-managed assets$0205
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$135,00021
Memoranda
Custody and Safekeeping Accounts$369,00072
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000249
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$2,799,00088
Number of Managed Accounts$2,445,00072
Personal Trust and Agency Accounts$1,071,00059
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00058
Employee Benefit-defined Benefit Accounts$56,00028
Number of other employee benefit and retirement-related accounts$190,000186
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$775,00071
Number of foundation and endowment trust and agency accounts, managed assets$274,00026
Other Fiduciary Accounts$2,00086
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$190,000168
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$354,000111
Personal Trust and Agency Accounts$46,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00081
Employee Benefit-defined Benefit Accounts$45,00032
Number non-managed other employee benefit and retirement-related accounts$16,000212
Corporate Trust and Agency Accounts$30,00063
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$140,00021
Memoranda
Custody and Safekeeping Accounts$379,00071
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$16,000248
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$2,776,00085
Number of Managed Accounts$2,403,00071
Personal Trust and Agency Accounts$1,082,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$79,00056
Employee Benefit-defined Benefit Accounts$55,00028
Number of other employee benefit and retirement-related accounts$191,000181
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$729,00071
Number of foundation and endowment trust and agency accounts, managed assets$265,00026
Other Fiduciary Accounts$2,00086
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$191,000159
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$373,000111
Personal Trust and Agency Accounts$49,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00076
Employee Benefit-defined Benefit Accounts$48,00033
Number non-managed other employee benefit and retirement-related accounts$17,000209
Corporate Trust and Agency Accounts$30,00065
Number of investment management and advisory agency accounts, non-managed assets$0206
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$139,00021
Memoranda
Custody and Safekeeping Accounts$397,00071
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000246
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$2,821,00083
Number of Managed Accounts$2,435,00069
Personal Trust and Agency Accounts$1,099,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$87,00052
Employee Benefit-defined Benefit Accounts$53,00030
Number of other employee benefit and retirement-related accounts$193,000194
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$724,00070
Number of foundation and endowment trust and agency accounts, managed assets$276,00024
Other Fiduciary Accounts$3,000132
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$193,000169
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$386,000130
Personal Trust and Agency Accounts$48,000173
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00078
Employee Benefit-defined Benefit Accounts$51,00032
Number non-managed other employee benefit and retirement-related accounts$17,000415
Corporate Trust and Agency Accounts$34,00078
Number of investment management and advisory agency accounts, non-managed assets$0418
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$132,00026
Memoranda
Custody and Safekeeping Accounts$429,00080
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000500
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$2,805,00082
Number of Managed Accounts$2,426,00068
Personal Trust and Agency Accounts$1,123,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00047
Employee Benefit-defined Benefit Accounts$47,00028
Number of other employee benefit and retirement-related accounts$193,000175
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$719,00069
Number of foundation and endowment trust and agency accounts, managed assets$249,00027
Other Fiduciary Accounts$3,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$193,000153
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$379,000108
Personal Trust and Agency Accounts$46,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00069
Employee Benefit-defined Benefit Accounts$52,00032
Number non-managed other employee benefit and retirement-related accounts$17,000203
Corporate Trust and Agency Accounts$26,00064
Number of investment management and advisory agency accounts, non-managed assets$0210
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$134,00020
Memoranda
Custody and Safekeeping Accounts$430,00065
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000236
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$2,845,00080
Number of Managed Accounts$2,465,00066
Personal Trust and Agency Accounts$1,145,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00047
Employee Benefit-defined Benefit Accounts$51,00029
Number of other employee benefit and retirement-related accounts$195,000173
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$729,00067
Number of foundation and endowment trust and agency accounts, managed assets$250,00024
Other Fiduciary Accounts$3,00069
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$195,000152
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$380,000109
Personal Trust and Agency Accounts$46,000105
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00071
Employee Benefit-defined Benefit Accounts$52,00033
Number non-managed other employee benefit and retirement-related accounts$17,000205
Corporate Trust and Agency Accounts$28,00066
Number of investment management and advisory agency accounts, non-managed assets$0204
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$133,00020
Memoranda
Custody and Safekeeping Accounts$451,00067
Fiduciary Accounts Held in Foreign Offices$010
# of Individual retirement,health savings and similar accounts, non-managed asts$17,000236
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$2,893,00080
Number of Managed Accounts$2,509,00064
Personal Trust and Agency Accounts$1,176,00053
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00047
Employee Benefit-defined Benefit Accounts$51,00027
Number of other employee benefit and retirement-related accounts$196,000171
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$740,00065
Number of foundation and endowment trust and agency accounts, managed assets$251,00023
Other Fiduciary Accounts$3,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$196,000151
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$384,000108
Personal Trust and Agency Accounts$46,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,00070
Employee Benefit-defined Benefit Accounts$53,00032
Number non-managed other employee benefit and retirement-related accounts$18,000198
Corporate Trust and Agency Accounts$27,00067
Number of investment management and advisory agency accounts, non-managed assets$0202
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$133,00020
Memoranda
Custody and Safekeeping Accounts$442,00067
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$18,000234
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$2,957,00082
Number of Managed Accounts$2,562,00063
Personal Trust and Agency Accounts$1,234,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00055
Employee Benefit-defined Benefit Accounts$56,00026
Number of other employee benefit and retirement-related accounts$203,000182
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$748,00063
Number of foundation and endowment trust and agency accounts, managed assets$228,00024
Other Fiduciary Accounts$3,000126
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000166
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$395,000129
Personal Trust and Agency Accounts$49,000162
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00068
Employee Benefit-defined Benefit Accounts$46,00037
Number non-managed other employee benefit and retirement-related accounts$19,000394
Corporate Trust and Agency Accounts$27,00085
Number of investment management and advisory agency accounts, non-managed assets$0414
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$131,00024
Memoranda
Custody and Safekeeping Accounts$440,00079
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$19,000471
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$3,018,00080
Number of Managed Accounts$2,625,00064
Personal Trust and Agency Accounts$1,285,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00046
Employee Benefit-defined Benefit Accounts$56,00026
Number of other employee benefit and retirement-related accounts$199,000166
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$762,00063
Number of foundation and endowment trust and agency accounts, managed assets$227,00025
Other Fiduciary Accounts$3,00067
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$199,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$393,000108
Personal Trust and Agency Accounts$51,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00064
Employee Benefit-defined Benefit Accounts$46,00037
Number non-managed other employee benefit and retirement-related accounts$20,000186
Corporate Trust and Agency Accounts$22,00070
Number of investment management and advisory agency accounts, non-managed assets$0189
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$131,00018
Memoranda
Custody and Safekeeping Accounts$432,00072
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$20,000211
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$2,998,00082
Number of Managed Accounts$2,580,00065
Personal Trust and Agency Accounts$1,286,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00061
Employee Benefit-defined Benefit Accounts$50,00028
Number of other employee benefit and retirement-related accounts$200,000167
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$771,00065
Number of foundation and endowment trust and agency accounts, managed assets$199,00027
Other Fiduciary Accounts$3,00068
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$200,000149
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$418,000108
Personal Trust and Agency Accounts$51,000103
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00064
Employee Benefit-defined Benefit Accounts$46,00035
Number non-managed other employee benefit and retirement-related accounts$24,000179
Corporate Trust and Agency Accounts$18,00073
Number of investment management and advisory agency accounts, non-managed assets$0185
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$157,00017
Memoranda
Custody and Safekeeping Accounts$409,00073
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$24,000198
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$3,024,00081
Number of Managed Accounts$2,608,00063
Personal Trust and Agency Accounts$1,321,00052
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$71,00061
Employee Benefit-defined Benefit Accounts$50,00028
Number of other employee benefit and retirement-related accounts$202,000161
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$761,00063
Number of foundation and endowment trust and agency accounts, managed assets$200,00027
Other Fiduciary Accounts$3,00066
Memoranda
Fiduciary Accounts Held in Foreign Offices$07
Number of Individual retirement, health savings, and similar accounts,managed assets$202,000140
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$416,000108
Personal Trust and Agency Accounts$51,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$122,00066
Employee Benefit-defined Benefit Accounts$36,00042
Number non-managed other employee benefit and retirement-related accounts$25,000180
Corporate Trust and Agency Accounts$20,00071
Number of investment management and advisory agency accounts, non-managed assets$0182
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$162,00019
Memoranda
Custody and Safekeeping Accounts$414,00073
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$25,000195
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$3,030,00084
Number of Managed Accounts$2,622,00062
Personal Trust and Agency Accounts$1,339,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$70,00071
Employee Benefit-defined Benefit Accounts$50,00030
Number of other employee benefit and retirement-related accounts$203,000177
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$764,00062
Number of foundation and endowment trust and agency accounts, managed assets$193,00025
Other Fiduciary Accounts$3,000140
Memoranda
Fiduciary Accounts Held in Foreign Offices$06
Number of Individual retirement, health savings, and similar accounts,managed assets$203,000155
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$408,000132
Personal Trust and Agency Accounts$51,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00073
Employee Benefit-defined Benefit Accounts$37,00042
Number non-managed other employee benefit and retirement-related accounts$26,000355
Corporate Trust and Agency Accounts$20,000103
Number of investment management and advisory agency accounts, non-managed assets$0407
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$159,00028
Memoranda
Custody and Safekeeping Accounts$436,00073
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$26,000417
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$3,095,00079
Number of Managed Accounts$2,670,00061
Personal Trust and Agency Accounts$1,363,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$72,00062
Employee Benefit-defined Benefit Accounts$50,00030
Number of other employee benefit and retirement-related accounts$214,000151
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$775,00059
Number of foundation and endowment trust and agency accounts, managed assets$193,00026
Other Fiduciary Accounts$3,00071
Memoranda
Fiduciary Accounts Held in Foreign Offices$08
Number of Individual retirement, health savings, and similar accounts,managed assets$214,000136
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$425,000110
Personal Trust and Agency Accounts$55,00098
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00069
Employee Benefit-defined Benefit Accounts$42,00039
Number non-managed other employee benefit and retirement-related accounts$30,000166
Corporate Trust and Agency Accounts$20,00079
Number of investment management and advisory agency accounts, non-managed assets$0167
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$159,00021
Memoranda
Custody and Safekeeping Accounts$449,00068
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$30,000183
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$3,222,00080
Number of Managed Accounts$2,734,00059
Personal Trust and Agency Accounts$1,394,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$77,00060
Employee Benefit-defined Benefit Accounts$53,00030
Number of other employee benefit and retirement-related accounts$224,000140
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$791,00058
Number of foundation and endowment trust and agency accounts, managed assets$192,00026
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$224,000123
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$488,000103
Personal Trust and Agency Accounts$61,00094
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$124,00065
Employee Benefit-defined Benefit Accounts$44,00037
Number non-managed other employee benefit and retirement-related accounts$29,000168
Corporate Trust and Agency Accounts$19,00085
Number of investment management and advisory agency accounts, non-managed assets$0170
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$211,00016
Memoranda
Custody and Safekeeping Accounts$461,00064
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$29,000182
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$3,784,00072
Number of Managed Accounts$2,740,00058
Personal Trust and Agency Accounts$1,401,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00058
Employee Benefit-defined Benefit Accounts$54,00030
Number of other employee benefit and retirement-related accounts$228,000136
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$796,00057
Number of foundation and endowment trust and agency accounts, managed assets$177,00027
Other Fiduciary Accounts$3,00075
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$228,000114
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$1,044,00068
Personal Trust and Agency Accounts$61,00095
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00067
Employee Benefit-defined Benefit Accounts$49,00037
Number non-managed other employee benefit and retirement-related accounts$37,000152
Corporate Trust and Agency Accounts$470,00033
Number of investment management and advisory agency accounts, non-managed assets$0165
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$304,00015
Memoranda
Custody and Safekeeping Accounts$474,00063
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$3,800,00078
Number of Managed Accounts$2,750,00061
Personal Trust and Agency Accounts$1,404,00051
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$83,00067
Employee Benefit-defined Benefit Accounts$54,00031
Number of other employee benefit and retirement-related accounts$230,000148
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$806,00059
Number of foundation and endowment trust and agency accounts, managed assets$170,00031
Other Fiduciary Accounts$3,000146
Memoranda
Fiduciary Accounts Held in Foreign Offices$09
Number of Individual retirement, health savings, and similar accounts,managed assets$230,000125
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$1,050,00077
Personal Trust and Agency Accounts$41,000204
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$123,00074
Employee Benefit-defined Benefit Accounts$50,00037
Number non-managed other employee benefit and retirement-related accounts$43,000281
Corporate Trust and Agency Accounts$458,00036
Number of investment management and advisory agency accounts, non-managed assets$0358
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$335,00019
Memoranda
Custody and Safekeeping Accounts$522,00068
Fiduciary Accounts Held in Foreign Offices$09
# of Individual retirement,health savings and similar accounts, non-managed asts$43,000328
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$4,038,00073
Number of Managed Accounts$2,813,00059
Personal Trust and Agency Accounts$1,466,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$84,00060
Employee Benefit-defined Benefit Accounts$54,00032
Number of other employee benefit and retirement-related accounts$235,000131
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$971,00060
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00079
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$1,225,00061
Personal Trust and Agency Accounts$55,000106
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$131,00067
Employee Benefit-defined Benefit Accounts$57,00034
Number non-managed other employee benefit and retirement-related accounts$97,00095
Corporate Trust and Agency Accounts$450,00034
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$435,00013
Memoranda
Custody and Safekeeping Accounts$508,00066
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$4,104,00074
Number of Managed Accounts$2,861,00061
Personal Trust and Agency Accounts$1,488,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00059
Employee Benefit-defined Benefit Accounts$55,00033
Number of other employee benefit and retirement-related accounts$238,000127
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$988,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00077
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$1,243,00060
Personal Trust and Agency Accounts$53,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$137,00067
Employee Benefit-defined Benefit Accounts$58,00035
Number non-managed other employee benefit and retirement-related accounts$106,00092
Corporate Trust and Agency Accounts$445,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$444,00013
Memoranda
Custody and Safekeeping Accounts$549,00070
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$4,195,00069
Number of Managed Accounts$2,908,00060
Personal Trust and Agency Accounts$1,525,00046
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00056
Employee Benefit-defined Benefit Accounts$55,00032
Number of other employee benefit and retirement-related accounts$241,000127
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$992,00060
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00079
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$1,287,00056
Personal Trust and Agency Accounts$56,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$138,00067
Employee Benefit-defined Benefit Accounts$56,00034
Number non-managed other employee benefit and retirement-related accounts$154,00071
Corporate Trust and Agency Accounts$442,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$441,00013
Memoranda
Custody and Safekeeping Accounts$591,00068
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$4,327,00072
Number of Managed Accounts$2,904,00061
Personal Trust and Agency Accounts$1,530,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$91,00063
Employee Benefit-defined Benefit Accounts$57,00032
Number of other employee benefit and retirement-related accounts$232,000147
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$991,00062
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000154
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$1,423,00065
Personal Trust and Agency Accounts$57,000188
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00070
Employee Benefit-defined Benefit Accounts$98,00030
Number non-managed other employee benefit and retirement-related accounts$157,000119
Corporate Trust and Agency Accounts$510,00037
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$453,00017
Memoranda
Custody and Safekeeping Accounts$564,00080
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$4,426,00065
Number of Managed Accounts$2,965,00061
Personal Trust and Agency Accounts$1,566,00047
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$81,00065
Employee Benefit-defined Benefit Accounts$57,00031
Number of other employee benefit and retirement-related accounts$237,000128
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$1,021,00059
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00087
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$1,461,00059
Personal Trust and Agency Accounts$57,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00064
Employee Benefit-defined Benefit Accounts$100,00027
Number non-managed other employee benefit and retirement-related accounts$157,00071
Corporate Trust and Agency Accounts$507,00033
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$491,00012
Memoranda
Custody and Safekeeping Accounts$533,00073
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$4,365,00069
Number of Managed Accounts$2,912,00063
Personal Trust and Agency Accounts$1,573,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$82,00066
Employee Benefit-defined Benefit Accounts$60,00029
Number of other employee benefit and retirement-related accounts$234,000131
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$960,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00084
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$1,453,00062
Personal Trust and Agency Accounts$58,000114
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00065
Employee Benefit-defined Benefit Accounts$99,00031
Number non-managed other employee benefit and retirement-related accounts$158,00070
Corporate Trust and Agency Accounts$505,00036
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$483,00013
Memoranda
Custody and Safekeeping Accounts$490,00075
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$4,458,00065
Number of Managed Accounts$2,962,00064
Personal Trust and Agency Accounts$1,591,00048
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$86,00066
Employee Benefit-defined Benefit Accounts$62,00027
Number of other employee benefit and retirement-related accounts$237,000125
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$982,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00083
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$1,496,00060
Personal Trust and Agency Accounts$61,000109
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$150,00064
Employee Benefit-defined Benefit Accounts$122,00028
Number non-managed other employee benefit and retirement-related accounts$161,00070
Corporate Trust and Agency Accounts$504,00036
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$498,00013
Memoranda
Custody and Safekeeping Accounts$498,00075
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$4,564,00069
Number of Managed Accounts$2,988,00062
Personal Trust and Agency Accounts$1,601,00050
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00064
Employee Benefit-defined Benefit Accounts$62,00031
Number of other employee benefit and retirement-related accounts$242,000127
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$991,00059
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000175
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$1,576,00061
Personal Trust and Agency Accounts$73,000163
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$157,00068
Employee Benefit-defined Benefit Accounts$132,00028
Number non-managed other employee benefit and retirement-related accounts$167,000113
Corporate Trust and Agency Accounts$504,00037
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$543,00015
Memoranda
Custody and Safekeeping Accounts$508,00082
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$4,569,00064
Number of Managed Accounts$3,002,00060
Personal Trust and Agency Accounts$1,635,00049
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$90,00060
Employee Benefit-defined Benefit Accounts$61,00030
Number of other employee benefit and retirement-related accounts$249,000115
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$964,00056
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00092
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$1,567,00056
Personal Trust and Agency Accounts$72,000101
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$160,00063
Employee Benefit-defined Benefit Accounts$320,00017
Number non-managed other employee benefit and retirement-related accounts$167,00068
Corporate Trust and Agency Accounts$496,00035
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$352,00015
Memoranda
Custody and Safekeeping Accounts$502,00072
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$2,862,00087
Number of Managed Accounts$2,444,00068
Personal Trust and Agency Accounts$1,301,00058
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$89,00061
Employee Benefit-defined Benefit Accounts$50,00034
Number of other employee benefit and retirement-related accounts$205,000132
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$796,00064
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00095
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$418,000122
Personal Trust and Agency Accounts$66,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$149,00069
Employee Benefit-defined Benefit Accounts$87,00038
Number non-managed other employee benefit and retirement-related accounts$21,000204
Corporate Trust and Agency Accounts$10,000119
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$85,00034
Memoranda
Custody and Safekeeping Accounts$334,00090
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$2,915,00084
Number of Managed Accounts$2,497,00066
Personal Trust and Agency Accounts$1,322,00056
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$92,00065
Employee Benefit-defined Benefit Accounts$49,00036
Number of other employee benefit and retirement-related accounts$202,000131
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$829,00062
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00095
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$418,000118
Personal Trust and Agency Accounts$66,000107
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00069
Employee Benefit-defined Benefit Accounts$81,00039
Number non-managed other employee benefit and retirement-related accounts$22,000206
Corporate Trust and Agency Accounts$10,000121
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$88,00032
Memoranda
Custody and Safekeeping Accounts$344,00088
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$2,918,00088
Number of Managed Accounts$2,502,00065
Personal Trust and Agency Accounts$1,330,00057
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00061
Employee Benefit-defined Benefit Accounts$49,00038
Number of other employee benefit and retirement-related accounts$203,000140
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$818,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,000170
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$416,000143
Personal Trust and Agency Accounts$66,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00073
Employee Benefit-defined Benefit Accounts$81,00044
Number non-managed other employee benefit and retirement-related accounts$23,000408
Corporate Trust and Agency Accounts$10,000174
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$85,00049
Memoranda
Custody and Safekeeping Accounts$354,000105
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$2,911,00091
Number of Managed Accounts$2,487,00070
Personal Trust and Agency Accounts$1,346,00062
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00062
Employee Benefit-defined Benefit Accounts$48,00037
Number of other employee benefit and retirement-related accounts$203,000130
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$789,00065
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00082
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$424,000118
Personal Trust and Agency Accounts$68,000110
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$151,00072
Employee Benefit-defined Benefit Accounts$90,00039
Number non-managed other employee benefit and retirement-related accounts$24,000199
Corporate Trust and Agency Accounts$12,000118
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$79,00037
Memoranda
Custody and Safekeeping Accounts$340,00089
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$2,888,00095
Number of Managed Accounts$2,464,00074
Personal Trust and Agency Accounts$1,346,00068
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$93,00065
Employee Benefit-defined Benefit Accounts$54,00038
Number of other employee benefit and retirement-related accounts$202,000132
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$764,00067
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00090
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$424,000124
Personal Trust and Agency Accounts$68,000113
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00083
Employee Benefit-defined Benefit Accounts$95,00043
Number non-managed other employee benefit and retirement-related accounts$24,000203
Corporate Trust and Agency Accounts$12,000122
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$77,00039
Memoranda
Custody and Safekeeping Accounts$333,00091
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$2,903,00095
Number of Managed Accounts$2,475,00071
Personal Trust and Agency Accounts$1,366,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00061
Employee Benefit-defined Benefit Accounts$54,00037
Number of other employee benefit and retirement-related accounts$201,000126
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$753,00066
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00094
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$428,000125
Personal Trust and Agency Accounts$63,000120
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$152,00080
Employee Benefit-defined Benefit Accounts$93,00041
Number non-managed other employee benefit and retirement-related accounts$24,000206
Corporate Trust and Agency Accounts$16,000111
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$80,00039
Memoranda
Custody and Safekeeping Accounts$340,00092
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$2,916,000100
Number of Managed Accounts$2,487,00074
Personal Trust and Agency Accounts$1,377,00070
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00072
Employee Benefit-defined Benefit Accounts$58,00036
Number of other employee benefit and retirement-related accounts$202,000129
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$748,00064
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,000146
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$429,000146
Personal Trust and Agency Accounts$63,000183
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$144,00091
Employee Benefit-defined Benefit Accounts$98,00042
Number non-managed other employee benefit and retirement-related accounts$25,000399
Corporate Trust and Agency Accounts$19,000137
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$80,00055
Memoranda
Custody and Safekeeping Accounts$351,000109
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$2,911,00094
Number of Managed Accounts$2,480,00073
Personal Trust and Agency Accounts$1,390,00065
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$96,00067
Employee Benefit-defined Benefit Accounts$58,00036
Number of other employee benefit and retirement-related accounts$199,000120
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$731,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$6,00085
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$431,000121
Personal Trust and Agency Accounts$62,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$146,00084
Employee Benefit-defined Benefit Accounts$100,00039
Number non-managed other employee benefit and retirement-related accounts$24,000197
Corporate Trust and Agency Accounts$21,00099
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$78,00040
Memoranda
Custody and Safekeeping Accounts$353,00088
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$2,952,00093
Number of Managed Accounts$2,524,00072
Personal Trust and Agency Accounts$1,443,00063
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$97,00066
Employee Benefit-defined Benefit Accounts$54,00034
Number of other employee benefit and retirement-related accounts$201,000118
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$724,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00094
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$428,000124
Personal Trust and Agency Accounts$62,000118
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$148,00080
Employee Benefit-defined Benefit Accounts$98,00039
Number non-managed other employee benefit and retirement-related accounts$24,000202
Corporate Trust and Agency Accounts$20,000106
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$76,00041
Memoranda
Custody and Safekeeping Accounts$351,00089
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$3,028,00095
Number of Managed Accounts$2,582,00073
Personal Trust and Agency Accounts$1,473,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$101,00068
Employee Benefit-defined Benefit Accounts$56,00036
Number of other employee benefit and retirement-related accounts$207,000114
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$740,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00094
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$446,000127
Personal Trust and Agency Accounts$59,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$154,00082
Employee Benefit-defined Benefit Accounts$109,00035
Number non-managed other employee benefit and retirement-related accounts$24,000204
Corporate Trust and Agency Accounts$25,000101
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$75,00042
Memoranda
Custody and Safekeeping Accounts$346,00095
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$3,021,000102
Number of Managed Accounts$2,569,00078
Personal Trust and Agency Accounts$1,477,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$98,00070
Employee Benefit-defined Benefit Accounts$58,00039
Number of other employee benefit and retirement-related accounts$205,000123
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$729,00062
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$452,000154
Personal Trust and Agency Accounts$64,000191
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$159,00088
Employee Benefit-defined Benefit Accounts$104,00042
Number non-managed other employee benefit and retirement-related accounts$23,000430
Corporate Trust and Agency Accounts$25,000125
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$77,00058
Memoranda
Custody and Safekeeping Accounts$346,000108
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$3,046,00095
Number of Managed Accounts$2,587,00074
Personal Trust and Agency Accounts$1,501,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$100,00066
Employee Benefit-defined Benefit Accounts$60,00039
Number of other employee benefit and retirement-related accounts$222,000105
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$700,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,00088
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$459,000127
Personal Trust and Agency Accounts$62,000125
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$173,00078
Employee Benefit-defined Benefit Accounts$101,00038
Number non-managed other employee benefit and retirement-related accounts$24,000205
Corporate Trust and Agency Accounts$25,000101
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$74,00038
Memoranda
Custody and Safekeeping Accounts$341,000100
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$3,162,00092
Number of Managed Accounts$2,688,00071
Personal Trust and Agency Accounts$1,540,00066
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00065
Employee Benefit-defined Benefit Accounts$59,00038
Number of other employee benefit and retirement-related accounts$244,00093
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$740,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$3,00096
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$474,000127
Personal Trust and Agency Accounts$61,000129
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$190,00077
Employee Benefit-defined Benefit Accounts$104,00037
Number non-managed other employee benefit and retirement-related accounts$23,000217
Corporate Trust and Agency Accounts$25,000106
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$71,00041
Memoranda
Custody and Safekeeping Accounts$335,00097
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$3,171,00094
Number of Managed Accounts$2,694,00071
Personal Trust and Agency Accounts$1,555,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00069
Employee Benefit-defined Benefit Accounts$58,00039
Number of other employee benefit and retirement-related accounts$237,00095
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$737,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$5,00086
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$477,000127
Personal Trust and Agency Accounts$63,000127
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$189,00079
Employee Benefit-defined Benefit Accounts$105,00037
Number non-managed other employee benefit and retirement-related accounts$23,000214
Corporate Trust and Agency Accounts$25,000109
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$72,00044
Memoranda
Custody and Safekeeping Accounts$323,00098
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$3,187,00099
Number of Managed Accounts$2,692,00078
Personal Trust and Agency Accounts$1,562,00072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00071
Employee Benefit-defined Benefit Accounts$56,00042
Number of other employee benefit and retirement-related accounts$235,00098
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$729,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000190
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$495,000153
Personal Trust and Agency Accounts$66,000196
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$194,00086
Employee Benefit-defined Benefit Accounts$109,00036
Number non-managed other employee benefit and retirement-related accounts$25,000437
Corporate Trust and Agency Accounts$27,000145
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$74,00064
Memoranda
Custody and Safekeeping Accounts$331,000117
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$3,184,00097
Number of Managed Accounts$2,681,00073
Personal Trust and Agency Accounts$1,571,00069
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$99,00077
Employee Benefit-defined Benefit Accounts$56,00043
Number of other employee benefit and retirement-related accounts$229,00091
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$722,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000111
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$503,000139
Personal Trust and Agency Accounts$66,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00089
Employee Benefit-defined Benefit Accounts$106,00034
Number non-managed other employee benefit and retirement-related accounts$31,000202
Corporate Trust and Agency Accounts$32,000106
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$77,00048
Memoranda
Custody and Safekeeping Accounts$328,000109
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$3,195,00098
Number of Managed Accounts$2,677,00074
Personal Trust and Agency Accounts$1,575,00071
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$103,00078
Employee Benefit-defined Benefit Accounts$58,00042
Number of other employee benefit and retirement-related accounts$230,00091
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$707,00063
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000113
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$518,000134
Personal Trust and Agency Accounts$68,000133
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$203,00091
Employee Benefit-defined Benefit Accounts$109,00034
Number non-managed other employee benefit and retirement-related accounts$32,000204
Corporate Trust and Agency Accounts$30,000114
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$76,00046
Memoranda
Custody and Safekeeping Accounts$322,000104
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$3,217,000100
Number of Managed Accounts$2,688,00078
Personal Trust and Agency Accounts$1,591,00073
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00090
Employee Benefit-defined Benefit Accounts$59,00039
Number of other employee benefit and retirement-related accounts$232,00090
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$700,00066
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000112
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$529,000130
Personal Trust and Agency Accounts$63,000138
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$191,00098
Employee Benefit-defined Benefit Accounts$136,00030
Number non-managed other employee benefit and retirement-related accounts$33,000205
Corporate Trust and Agency Accounts$29,000117
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$77,00051
Memoranda
Custody and Safekeeping Accounts$327,000108
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$3,269,000100
Number of Managed Accounts$2,703,00081
Personal Trust and Agency Accounts$1,597,00076
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00099
Employee Benefit-defined Benefit Accounts$60,00041
Number of other employee benefit and retirement-related accounts$234,000102
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$703,00065
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$4,000196
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$566,000142
Personal Trust and Agency Accounts$65,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$205,000101
Employee Benefit-defined Benefit Accounts$155,00035
Number non-managed other employee benefit and retirement-related accounts$33,000371
Corporate Trust and Agency Accounts$30,000137
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$78,00063
Memoranda
Custody and Safekeeping Accounts$327,000126
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$3,416,00089
Number of Managed Accounts$2,749,00074
Personal Trust and Agency Accounts$1,662,00067
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,000104
Employee Benefit-defined Benefit Accounts$64,00043
Number of other employee benefit and retirement-related accounts$252,00093
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$638,00061
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$14,000120
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$667,000122
Personal Trust and Agency Accounts$76,000152
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$221,00090
Employee Benefit-defined Benefit Accounts$160,00034
Number non-managed other employee benefit and retirement-related accounts$69,000234
Corporate Trust and Agency Accounts$38,000140
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$103,00047
Memoranda
Custody and Safekeeping Accounts$311,000114
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