Home > German American Bank > Total Managed Assets held in Fiduciary Accounts

German American Bank, Total Managed Assets held in Fiduciary Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$1,284,745,000156
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-7,0004,530
Interest-bearing deposits managed personal trust and agency accounts and investm$154,000697
US Treasury & US government agency obligations, managed personal trust&agency$248,901,00072
State, county and municipal obligations, managed personal trust&agency accts,$169,600,00094
Money market mutual funds, managed personal trust&agency accts, etc..$275,073,00071
Equity mutual funds, managed personal trust&agency accts, etc..$25,769,000345
Other mutual funds, managed personal trust&agency accts, etc..$3,924,000531
Common trust funds and collective investment funds, managed personal trust&ag$060
Other Short-term obligations, managed personal trust&agency accts, etc..$053
Other Notes and Bonds, managed personal trust&agency accts, etc..$46,860,000129
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0235
Other common and preferred stocks, managed personal trust&agency accts, etc..$497,616,000125
Real Estate Mortgages, managed personal trust&agency accts, etc..$0328
Real Estate, managed personal trust&agency accts, etc..$6,546,000445
Miscellaneous assets, managed personal trust&agency accts, etc..$10,309,000282
Managed employee benefit and retirements-related trust and agency acccounts$314,613,000129
Managed employee benefit & retirement trust noninterest bearing deposits$0254
Employee Benefit & Retirement Trust Interest Bearing Deposits$0437
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$20,654,00081
State, county & municipal obligations,managed emp benft & retire-related$5,867,00047
Money market mutual Funds,managed emp benft & retire-related trust accnts$19,677,000102
Equity mutual funds,managed emp benft & retire-related trust accnts$2,664,000411
Other mutual funds,managed emp benft & retire-related trust accnts$854,000469
Common trust funds & collective investment funds,managd emp benft & retiremnt$034
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$9,820,000130
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$227,189,00051
Real estate mortgages,managed emp benft & retire-related trust accnts$028
Real Estate,managed emp benft & retire-related trust accnts$3,760,00018
Miscellaneous assets,managed emp benft & retire-related trust accnts$24,128,00036
Total all other managed assets:$95,478,000152
Noninterest-bearing Deposits, all other managed accounts$-1,0004,562
Interest-bearing deposits, all other managed accounts$35,000357
U.S. treasury & U.S. government agency obligations, all other managed accounts$12,363,000108
State, county and municipal obligations, all other managed accounts$3,734,00070
Money market mutual funds, all other managed accounts$3,132,000183
Equity mutual funds, all other managed accounts$23,344,000140
Other mutual funds, all other managed accounts$7,510,000197
Common trust funds and collective investment funds, all other managed account$075
Other short-term obligations, all other managed accounts$070
Other notes and bonds, all other managed accounts$4,051,000155
Investmnts in unregistered funds&private equity investmnts, all other managed$0110
Other common and preferred stocks, all other managed accounts$41,310,000111
Real Estate Mortgages, all other managed accounts$038
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0264
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$980,901,000173
Managed personal trust&agency accnts & investmnt managemnt agency accounts$137,000253
Interest-bearing deposits managed personal trust and agency accounts and investm$169,000710
US Treasury & US government agency obligations, managed personal trust&agency$132,745,000101
State, county and municipal obligations, managed personal trust&agency accts,$155,731,00094
Money market mutual funds, managed personal trust&agency accts, etc..$183,924,00087
Equity mutual funds, managed personal trust&agency accts, etc..$15,448,000402
Other mutual funds, managed personal trust&agency accts, etc..$3,051,000584
Common trust funds and collective investment funds, managed personal trust&ag$057
Other Short-term obligations, managed personal trust&agency accts, etc..$069
Other Notes and Bonds, managed personal trust&agency accts, etc..$38,056,000136
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0240
Other common and preferred stocks, managed personal trust&agency accts, etc..$429,591,000130
Real Estate Mortgages, managed personal trust&agency accts, etc..$0310
Real Estate, managed personal trust&agency accts, etc..$7,072,000432
Miscellaneous assets, managed personal trust&agency accts, etc..$14,977,000248
Managed employee benefit and retirements-related trust and agency acccounts$219,049,000153
Managed employee benefit & retirement trust noninterest bearing deposits$0284
Employee Benefit & Retirement Trust Interest Bearing Deposits$0428
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$10,457,00093
State, county & municipal obligations,managed emp benft & retire-related$5,522,00049
Money market mutual Funds,managed emp benft & retire-related trust accnts$16,833,000108
Equity mutual funds,managed emp benft & retire-related trust accnts$1,478,000459
Other mutual funds,managed emp benft & retire-related trust accnts$532,000515
Common trust funds & collective investment funds,managd emp benft & retiremnt$033
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$8,512,000136
Investments in unregistered funds & private equity investmnts,emp benft & retire$0108
Other common & preferred stocks,managed emp benft & retire-related trust accts$175,564,00067
Real estate mortgages,managed emp benft & retire-related trust accnts$038
Real Estate,managed emp benft & retire-related trust accnts$0116
Miscellaneous assets,managed emp benft & retire-related trust accnts$151,000199
Total all other managed assets:$76,963,000174
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$0394
U.S. treasury & U.S. government agency obligations, all other managed accounts$7,929,000123
State, county and municipal obligations, all other managed accounts$5,955,00058
Money market mutual funds, all other managed accounts$3,818,000171
Equity mutual funds, all other managed accounts$15,203,000156
Other mutual funds, all other managed accounts$4,724,000219
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$4,705,000150
Investmnts in unregistered funds&private equity investmnts, all other managed$062
Other common and preferred stocks, all other managed accounts$34,629,000122
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0235
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$863,529,000165
Managed personal trust&agency accnts & investmnt managemnt agency accounts$147,000201
Interest-bearing deposits managed personal trust and agency accounts and investm$204,000721
US Treasury & US government agency obligations, managed personal trust&agency$37,881,00099
State, county and municipal obligations, managed personal trust&agency accts,$150,852,00089
Money market mutual funds, managed personal trust&agency accts, etc..$74,910,000124
Equity mutual funds, managed personal trust&agency accts, etc..$19,036,000366
Other mutual funds, managed personal trust&agency accts, etc..$28,588,000340
Common trust funds and collective investment funds, managed personal trust&ag$047
Other Short-term obligations, managed personal trust&agency accts, etc..$067
Other Notes and Bonds, managed personal trust&agency accts, etc..$45,677,000104
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0212
Other common and preferred stocks, managed personal trust&agency accts, etc..$484,863,000113
Real Estate Mortgages, managed personal trust&agency accts, etc..$0308
Real Estate, managed personal trust&agency accts, etc..$5,534,000450
Miscellaneous assets, managed personal trust&agency accts, etc..$15,837,000211
Managed employee benefit and retirements-related trust and agency acccounts$235,941,000153
Managed employee benefit & retirement trust noninterest bearing deposits$0255
Employee Benefit & Retirement Trust Interest Bearing Deposits$0416
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$8,705,00082
State, county & municipal obligations,managed emp benft & retire-related$5,162,00057
Money market mutual Funds,managed emp benft & retire-related trust accnts$15,036,000109
Equity mutual funds,managed emp benft & retire-related trust accnts$1,691,000446
Other mutual funds,managed emp benft & retire-related trust accnts$590,000500
Common trust funds & collective investment funds,managd emp benft & retiremnt$030
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$10,032,000116
Investments in unregistered funds & private equity investmnts,emp benft & retire$090
Other common & preferred stocks,managed emp benft & retire-related trust accts$194,442,00063
Real estate mortgages,managed emp benft & retire-related trust accnts$041
Real Estate,managed emp benft & retire-related trust accnts$0122
Miscellaneous assets,managed emp benft & retire-related trust accnts$283,000182
Total all other managed assets:$98,804,000145
Noninterest-bearing Deposits, all other managed accounts$-1,0004,796
Interest-bearing deposits, all other managed accounts$0388
U.S. treasury & U.S. government agency obligations, all other managed accounts$6,530,000102
State, county and municipal obligations, all other managed accounts$7,050,00049
Money market mutual funds, all other managed accounts$7,440,000115
Equity mutual funds, all other managed accounts$21,379,000136
Other mutual funds, all other managed accounts$7,541,000189
Common trust funds and collective investment funds, all other managed account$034
Other short-term obligations, all other managed accounts$029
Other notes and bonds, all other managed accounts$5,656,000126
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$43,209,000108
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0205
Miscellaneous assets, all other managed accounts$0215
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$734,431,000172
Managed personal trust&agency accnts & investmnt managemnt agency accounts$67,000271
Interest-bearing deposits managed personal trust and agency accounts and investm$229,000744
US Treasury & US government agency obligations, managed personal trust&agency$25,257,000136
State, county and municipal obligations, managed personal trust&agency accts,$119,368,00096
Money market mutual funds, managed personal trust&agency accts, etc..$87,765,000115
Equity mutual funds, managed personal trust&agency accts, etc..$19,211,000340
Other mutual funds, managed personal trust&agency accts, etc..$54,233,000236
Common trust funds and collective investment funds, managed personal trust&ag$054
Other Short-term obligations, managed personal trust&agency accts, etc..$074
Other Notes and Bonds, managed personal trust&agency accts, etc..$53,867,00098
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0209
Other common and preferred stocks, managed personal trust&agency accts, etc..$338,597,000129
Real Estate Mortgages, managed personal trust&agency accts, etc..$0322
Real Estate, managed personal trust&agency accts, etc..$8,792,000364
Miscellaneous assets, managed personal trust&agency accts, etc..$27,045,000161
Managed employee benefit and retirements-related trust and agency acccounts$178,784,000169
Managed employee benefit & retirement trust noninterest bearing deposits$0277
Employee Benefit & Retirement Trust Interest Bearing Deposits$0448
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$7,076,00092
State, county & municipal obligations,managed emp benft & retire-related$4,418,00057
Money market mutual Funds,managed emp benft & retire-related trust accnts$18,370,00090
Equity mutual funds,managed emp benft & retire-related trust accnts$1,241,000453
Other mutual funds,managed emp benft & retire-related trust accnts$273,000528
Common trust funds & collective investment funds,managd emp benft & retiremnt$037
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$8,444,000136
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$138,962,00074
Real estate mortgages,managed emp benft & retire-related trust accnts$049
Real Estate,managed emp benft & retire-related trust accnts$0142
Miscellaneous assets,managed emp benft & retire-related trust accnts$0308
Total all other managed assets:$83,605,000149
Noninterest-bearing Deposits, all other managed accounts$1,000179
Interest-bearing deposits, all other managed accounts$0398
U.S. treasury & U.S. government agency obligations, all other managed accounts$4,573,000105
State, county and municipal obligations, all other managed accounts$11,178,00038
Money market mutual funds, all other managed accounts$9,686,00083
Equity mutual funds, all other managed accounts$3,198,000252
Other mutual funds, all other managed accounts$9,949,000162
Common trust funds and collective investment funds, all other managed account$036
Other short-term obligations, all other managed accounts$031
Other notes and bonds, all other managed accounts$9,941,00098
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$34,781,000109
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$19,000186
Miscellaneous assets, all other managed accounts$279,000122
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$697,911,000167
Managed personal trust&agency accnts & investmnt managemnt agency accounts$33,000332
Interest-bearing deposits managed personal trust and agency accounts and investm$53,225,00073
US Treasury & US government agency obligations, managed personal trust&agency$37,851,000121
State, county and municipal obligations, managed personal trust&agency accts,$122,205,00097
Money market mutual funds, managed personal trust&agency accts, etc..$98,104,000101
Equity mutual funds, managed personal trust&agency accts, etc..$123,957,000158
Other mutual funds, managed personal trust&agency accts, etc..$40,265,000251
Common trust funds and collective investment funds, managed personal trust&ag$056
Other Short-term obligations, managed personal trust&agency accts, etc..$082
Other Notes and Bonds, managed personal trust&agency accts, etc..$27,355,000157
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0203
Other common and preferred stocks, managed personal trust&agency accts, etc..$167,120,000186
Real Estate Mortgages, managed personal trust&agency accts, etc..$2,641,00069
Real Estate, managed personal trust&agency accts, etc..$10,119,000339
Miscellaneous assets, managed personal trust&agency accts, etc..$15,036,000215
Managed employee benefit and retirements-related trust and agency acccounts$139,113,000182
Managed employee benefit & retirement trust noninterest bearing deposits$520,00034
Employee Benefit & Retirement Trust Interest Bearing Deposits$2,981,000147
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$5,077,000115
State, county & municipal obligations,managed emp benft & retire-related$3,455,00069
Money market mutual Funds,managed emp benft & retire-related trust accnts$12,715,000105
Equity mutual funds,managed emp benft & retire-related trust accnts$42,787,000165
Other mutual funds,managed emp benft & retire-related trust accnts$22,343,000214
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$037
Other notes and bonds,managed emp benft & retire-related trust accnts$4,394,000196
Investments in unregistered funds & private equity investmnts,emp benft & retire$097
Other common & preferred stocks,managed emp benft & retire-related trust accts$44,241,000138
Real estate mortgages,managed emp benft & retire-related trust accnts$064
Real Estate,managed emp benft & retire-related trust accnts$12,000148
Miscellaneous assets,managed emp benft & retire-related trust accnts$588,000152
Total all other managed assets:$10,998,000331
Noninterest-bearing Deposits, all other managed accounts$0196
Interest-bearing deposits, all other managed accounts$490,000236
U.S. treasury & U.S. government agency obligations, all other managed accounts$779,000192
State, county and municipal obligations, all other managed accounts$334,000141
Money market mutual funds, all other managed accounts$1,141,000201
Equity mutual funds, all other managed accounts$3,345,000237
Other mutual funds, all other managed accounts$2,195,000253
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$032
Other notes and bonds, all other managed accounts$287,000298
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$2,427,000284
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$0203
Miscellaneous assets, all other managed accounts$0212
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$565,110,000176
Managed personal trust&agency accnts & investmnt managemnt agency accounts$245,000166
Interest-bearing deposits managed personal trust and agency accounts and investm$818,000599
US Treasury & US government agency obligations, managed personal trust&agency$38,183,000125
State, county and municipal obligations, managed personal trust&agency accts,$109,605,000100
Money market mutual funds, managed personal trust&agency accts, etc..$56,519,000134
Equity mutual funds, managed personal trust&agency accts, etc..$101,185,000150
Other mutual funds, managed personal trust&agency accts, etc..$35,014,000253
Common trust funds and collective investment funds, managed personal trust&ag$059
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$78,394,00080
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0195
Other common and preferred stocks, managed personal trust&agency accts, etc..$123,543,000196
Real Estate Mortgages, managed personal trust&agency accts, etc..$2,379,00075
Real Estate, managed personal trust&agency accts, etc..$9,921,000346
Miscellaneous assets, managed personal trust&agency accts, etc..$9,304,000276
Managed employee benefit and retirements-related trust and agency acccounts$92,637,000207
Managed employee benefit & retirement trust noninterest bearing deposits$289,00063
Employee Benefit & Retirement Trust Interest Bearing Deposits$50,000443
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$3,639,000135
State, county & municipal obligations,managed emp benft & retire-related$3,107,00069
Money market mutual Funds,managed emp benft & retire-related trust accnts$7,859,000142
Equity mutual funds,managed emp benft & retire-related trust accnts$28,594,000188
Other mutual funds,managed emp benft & retire-related trust accnts$16,824,000228
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$4,964,000196
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$27,052,000171
Real estate mortgages,managed emp benft & retire-related trust accnts$068
Real Estate,managed emp benft & retire-related trust accnts$0162
Miscellaneous assets,managed emp benft & retire-related trust accnts$259,000191
Total all other managed assets:$9,365,000343
Noninterest-bearing Deposits, all other managed accounts$1,000192
Interest-bearing deposits, all other managed accounts$0411
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,112,000180
State, county and municipal obligations, all other managed accounts$450,000136
Money market mutual funds, all other managed accounts$241,000291
Equity mutual funds, all other managed accounts$2,861,000237
Other mutual funds, all other managed accounts$1,740,000274
Common trust funds and collective investment funds, all other managed account$040
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$952,000241
Investmnts in unregistered funds&private equity investmnts, all other managed$049
Other common and preferred stocks, all other managed accounts$2,008,000296
Real Estate Mortgages, all other managed accounts$054
Real estate, all other managed accounts$0193
Miscellaneous assets, all other managed accounts$0208
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$424,578,000213
Managed personal trust&agency accnts & investmnt managemnt agency accounts$210,000169
Interest-bearing deposits managed personal trust and agency accounts and investm$432,000742
US Treasury & US government agency obligations, managed personal trust&agency$23,877,000137
State, county and municipal obligations, managed personal trust&agency accts,$89,330,000120
Money market mutual funds, managed personal trust&agency accts, etc..$19,433,000219
Equity mutual funds, managed personal trust&agency accts, etc..$86,704,000173
Other mutual funds, managed personal trust&agency accts, etc..$22,914,000326
Common trust funds and collective investment funds, managed personal trust&ag$066
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$47,692,000109
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0192
Other common and preferred stocks, managed personal trust&agency accts, etc..$115,790,000218
Real Estate Mortgages, managed personal trust&agency accts, etc..$2,088,00080
Real Estate, managed personal trust&agency accts, etc..$8,175,000403
Miscellaneous assets, managed personal trust&agency accts, etc..$7,933,000288
Managed employee benefit and retirements-related trust and agency acccounts$79,200,000238
Managed employee benefit & retirement trust noninterest bearing deposits$20,000164
Employee Benefit & Retirement Trust Interest Bearing Deposits$0516
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$2,113,000148
State, county & municipal obligations,managed emp benft & retire-related$2,740,00074
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,620,000167
Equity mutual funds,managed emp benft & retire-related trust accnts$27,368,000198
Other mutual funds,managed emp benft & retire-related trust accnts$13,302,000262
Common trust funds & collective investment funds,managd emp benft & retiremnt$046
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$3,120,000238
Investments in unregistered funds & private equity investmnts,emp benft & retire$094
Other common & preferred stocks,managed emp benft & retire-related trust accts$25,773,000188
Real estate mortgages,managed emp benft & retire-related trust accnts$080
Real Estate,managed emp benft & retire-related trust accnts$0173
Miscellaneous assets,managed emp benft & retire-related trust accnts$144,000235
Total all other managed assets:$10,068,000342
Noninterest-bearing Deposits, all other managed accounts$3,000159
Interest-bearing deposits, all other managed accounts$0422
U.S. treasury & U.S. government agency obligations, all other managed accounts$593,000201
State, county and municipal obligations, all other managed accounts$560,000122
Money market mutual funds, all other managed accounts$259,000273
Equity mutual funds, all other managed accounts$3,231,000236
Other mutual funds, all other managed accounts$2,085,000257
Common trust funds and collective investment funds, all other managed account$039
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$932,000233
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$2,405,000286
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$0202
Miscellaneous assets, all other managed accounts$0216
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$349,942,000234
Managed personal trust&agency accnts & investmnt managemnt agency accounts$26,000374
Interest-bearing deposits managed personal trust and agency accounts and investm$745,000688
US Treasury & US government agency obligations, managed personal trust&agency$20,702,000138
State, county and municipal obligations, managed personal trust&agency accts,$79,053,000126
Money market mutual funds, managed personal trust&agency accts, etc..$31,676,000161
Equity mutual funds, managed personal trust&agency accts, etc..$69,089,000174
Other mutual funds, managed personal trust&agency accts, etc..$21,229,000334
Common trust funds and collective investment funds, managed personal trust&ag$072
Other Short-term obligations, managed personal trust&agency accts, etc..$087
Other Notes and Bonds, managed personal trust&agency accts, etc..$20,963,000179
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0200
Other common and preferred stocks, managed personal trust&agency accts, etc..$88,693,000235
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,327,000117
Real Estate, managed personal trust&agency accts, etc..$8,819,000380
Miscellaneous assets, managed personal trust&agency accts, etc..$7,620,000296
Managed employee benefit and retirements-related trust and agency acccounts$60,208,000255
Managed employee benefit & retirement trust noninterest bearing deposits$236,00061
Employee Benefit & Retirement Trust Interest Bearing Deposits$0527
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,938,000156
State, county & municipal obligations,managed emp benft & retire-related$2,628,00082
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,714,000183
Equity mutual funds,managed emp benft & retire-related trust accnts$20,288,000212
Other mutual funds,managed emp benft & retire-related trust accnts$10,240,000272
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$033
Other notes and bonds,managed emp benft & retire-related trust accnts$3,133,000231
Investments in unregistered funds & private equity investmnts,emp benft & retire$098
Other common & preferred stocks,managed emp benft & retire-related trust accts$16,926,000222
Real estate mortgages,managed emp benft & retire-related trust accnts$087
Real Estate,managed emp benft & retire-related trust accnts$0181
Miscellaneous assets,managed emp benft & retire-related trust accnts$105,000259
Total all other managed assets:$8,116,000362
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$0434
U.S. treasury & U.S. government agency obligations, all other managed accounts$45,000308
State, county and municipal obligations, all other managed accounts$363,000151
Money market mutual funds, all other managed accounts$128,000317
Equity mutual funds, all other managed accounts$2,946,000228
Other mutual funds, all other managed accounts$1,747,000256
Common trust funds and collective investment funds, all other managed account$045
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$879,000247
Investmnts in unregistered funds&private equity investmnts, all other managed$051
Other common and preferred stocks, all other managed accounts$2,008,000287
Real Estate Mortgages, all other managed accounts$061
Real estate, all other managed accounts$0214
Miscellaneous assets, all other managed accounts$0238
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$270,026,000260
Managed personal trust&agency accnts & investmnt managemnt agency accounts$168,000186
Interest-bearing deposits managed personal trust and agency accounts and investm$16,697,000140
US Treasury & US government agency obligations, managed personal trust&agency$17,536,000153
State, county and municipal obligations, managed personal trust&agency accts,$64,729,000140
Money market mutual funds, managed personal trust&agency accts, etc..$16,534,000254
Equity mutual funds, managed personal trust&agency accts, etc..$50,170,000200
Other mutual funds, managed personal trust&agency accts, etc..$17,470,000361
Common trust funds and collective investment funds, managed personal trust&ag$081
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,299,000322
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0194
Other common and preferred stocks, managed personal trust&agency accts, etc..$65,614,000270
Real Estate Mortgages, managed personal trust&agency accts, etc..$0416
Real Estate, managed personal trust&agency accts, etc..$6,895,000440
Miscellaneous assets, managed personal trust&agency accts, etc..$7,914,000284
Managed employee benefit and retirements-related trust and agency acccounts$39,846,000305
Managed employee benefit & retirement trust noninterest bearing deposits$40,000124
Employee Benefit & Retirement Trust Interest Bearing Deposits$1,279,000224
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$308,000295
State, county & municipal obligations,managed emp benft & retire-related$2,227,00093
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,176,000193
Equity mutual funds,managed emp benft & retire-related trust accnts$10,860,000256
Other mutual funds,managed emp benft & retire-related trust accnts$8,268,000288
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$026
Other notes and bonds,managed emp benft & retire-related trust accnts$831,000348
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$11,812,000263
Real estate mortgages,managed emp benft & retire-related trust accnts$090
Real Estate,managed emp benft & retire-related trust accnts$0192
Miscellaneous assets,managed emp benft & retire-related trust accnts$45,000309
Total all other managed assets:$6,203,000389
Noninterest-bearing Deposits, all other managed accounts$5,000172
Interest-bearing deposits, all other managed accounts$564,000225
U.S. treasury & U.S. government agency obligations, all other managed accounts$50,000315
State, county and municipal obligations, all other managed accounts$373,000157
Money market mutual funds, all other managed accounts$178,000323
Equity mutual funds, all other managed accounts$1,746,000267
Other mutual funds, all other managed accounts$1,313,000292
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$038
Other notes and bonds, all other managed accounts$11,000396
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$1,963,000289
Real Estate Mortgages, all other managed accounts$065
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0237
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$252,772,000278
Managed personal trust&agency accnts & investmnt managemnt agency accounts$76,000283
Interest-bearing deposits managed personal trust and agency accounts and investm$19,987,000119
US Treasury & US government agency obligations, managed personal trust&agency$15,657,000160
State, county and municipal obligations, managed personal trust&agency accts,$50,220,000165
Money market mutual funds, managed personal trust&agency accts, etc..$13,089,000272
Equity mutual funds, managed personal trust&agency accts, etc..$58,759,000190
Other mutual funds, managed personal trust&agency accts, etc..$14,395,000397
Common trust funds and collective investment funds, managed personal trust&ag$083
Other Short-term obligations, managed personal trust&agency accts, etc..$0102
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,133,000251
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0211
Other common and preferred stocks, managed personal trust&agency accts, etc..$58,832,000296
Real Estate Mortgages, managed personal trust&agency accts, etc..$0441
Real Estate, managed personal trust&agency accts, etc..$6,568,000433
Miscellaneous assets, managed personal trust&agency accts, etc..$4,056,000391
Managed employee benefit and retirements-related trust and agency acccounts$33,276,000340
Managed employee benefit & retirement trust noninterest bearing deposits$27,000172
Employee Benefit & Retirement Trust Interest Bearing Deposits$581,000314
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$831,000234
State, county & municipal obligations,managed emp benft & retire-related$1,682,000113
Money market mutual Funds,managed emp benft & retire-related trust accnts$1,465,000301
Equity mutual funds,managed emp benft & retire-related trust accnts$12,742,000245
Other mutual funds,managed emp benft & retire-related trust accnts$6,380,000330
Common trust funds & collective investment funds,managd emp benft & retiremnt$049
Other short-term obligations, emp benft & retire-related trust accnts$031
Other notes and bonds,managed emp benft & retire-related trust accnts$1,605,000290
Investments in unregistered funds & private equity investmnts,emp benft & retire$0102
Other common & preferred stocks,managed emp benft & retire-related trust accts$7,917,000319
Real estate mortgages,managed emp benft & retire-related trust accnts$0106
Real Estate,managed emp benft & retire-related trust accnts$1,000179
Miscellaneous assets,managed emp benft & retire-related trust accnts$45,000311
Total all other managed assets:$9,034,000351
Noninterest-bearing Deposits, all other managed accounts$1,000208
Interest-bearing deposits, all other managed accounts$210,000296
U.S. treasury & U.S. government agency obligations, all other managed accounts$0350
State, county and municipal obligations, all other managed accounts$252,000171
Money market mutual funds, all other managed accounts$3,222,000126
Equity mutual funds, all other managed accounts$0445
Other mutual funds, all other managed accounts$4,267,000184
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$035
Other notes and bonds, all other managed accounts$26,000397
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$1,056,000316
Real Estate Mortgages, all other managed accounts$067
Real estate, all other managed accounts$0215
Miscellaneous assets, all other managed accounts$0233
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$204,389,000299
Managed personal trust&agency accnts & investmnt managemnt agency accounts$32,000357
Interest-bearing deposits managed personal trust and agency accounts and investm$10,064,000209
US Treasury & US government agency obligations, managed personal trust&agency$4,942,000261
State, county and municipal obligations, managed personal trust&agency accts,$43,854,000179
Money market mutual funds, managed personal trust&agency accts, etc..$15,627,000256
Equity mutual funds, managed personal trust&agency accts, etc..$0801
Other mutual funds, managed personal trust&agency accts, etc..$52,524,000188
Common trust funds and collective investment funds, managed personal trust&ag$086
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$5,290,000353
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0214
Other common and preferred stocks, managed personal trust&agency accts, etc..$60,467,000279
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,259,000139
Real Estate, managed personal trust&agency accts, etc..$7,512,000400
Miscellaneous assets, managed personal trust&agency accts, etc..$2,818,000449
Managed employee benefit and retirements-related trust and agency acccounts$23,760,000383
Managed employee benefit & retirement trust noninterest bearing deposits$0381
Employee Benefit & Retirement Trust Interest Bearing Deposits$516,000349
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$130,000388
State, county & municipal obligations,managed emp benft & retire-related$1,762,000105
Money market mutual Funds,managed emp benft & retire-related trust accnts$775,000353
Equity mutual funds,managed emp benft & retire-related trust accnts$0585
Other mutual funds,managed emp benft & retire-related trust accnts$15,424,000209
Common trust funds & collective investment funds,managd emp benft & retiremnt$051
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$1,221,000319
Investments in unregistered funds & private equity investmnts,emp benft & retire$0104
Other common & preferred stocks,managed emp benft & retire-related trust accts$3,894,000408
Real estate mortgages,managed emp benft & retire-related trust accnts$0112
Real Estate,managed emp benft & retire-related trust accnts$0182
Miscellaneous assets,managed emp benft & retire-related trust accnts$38,000335
Total all other managed assets:$3,272,000441
Noninterest-bearing Deposits, all other managed accounts$0259
Interest-bearing deposits, all other managed accounts$0456
U.S. treasury & U.S. government agency obligations, all other managed accounts$0370
State, county and municipal obligations, all other managed accounts$0279
Money market mutual funds, all other managed accounts$3,272,000124
Equity mutual funds, all other managed accounts$0439
Other mutual funds, all other managed accounts$0458
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$034
Other notes and bonds, all other managed accounts$0410
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$0462
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$0209
Miscellaneous assets, all other managed accounts$0219
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$165,137,000312
Managed personal trust&agency accnts & investmnt managemnt agency accounts$571,000119
Interest-bearing deposits managed personal trust and agency accounts and investm$27,617,00082
US Treasury & US government agency obligations, managed personal trust&agency$4,029,000288
State, county and municipal obligations, managed personal trust&agency accts,$40,242,000190
Money market mutual funds, managed personal trust&agency accts, etc..$0843
Equity mutual funds, managed personal trust&agency accts, etc..$0797
Other mutual funds, managed personal trust&agency accts, etc..$37,610,000214
Common trust funds and collective investment funds, managed personal trust&ag$088
Other Short-term obligations, managed personal trust&agency accts, etc..$0108
Other Notes and Bonds, managed personal trust&agency accts, etc..$4,361,000380
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0205
Other common and preferred stocks, managed personal trust&agency accts, etc..$39,179,000326
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,442,000126
Real Estate, managed personal trust&agency accts, etc..$7,232,000387
Miscellaneous assets, managed personal trust&agency accts, etc..$2,854,000419
Managed employee benefit and retirements-related trust and agency acccounts$19,705,000397
Managed employee benefit & retirement trust noninterest bearing deposits$38,000174
Employee Benefit & Retirement Trust Interest Bearing Deposits$1,818,000188
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$201,000381
State, county & municipal obligations,managed emp benft & retire-related$1,955,00097
Money market mutual Funds,managed emp benft & retire-related trust accnts$0586
Equity mutual funds,managed emp benft & retire-related trust accnts$0586
Other mutual funds,managed emp benft & retire-related trust accnts$11,346,000231
Common trust funds & collective investment funds,managd emp benft & retiremnt$055
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$1,155,000332
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$3,147,000418
Real estate mortgages,managed emp benft & retire-related trust accnts$0122
Real Estate,managed emp benft & retire-related trust accnts$0191
Miscellaneous assets,managed emp benft & retire-related trust accnts$45,000317
Total all other managed assets:$5,566,000368
Noninterest-bearing Deposits, all other managed accounts$0275
Interest-bearing deposits, all other managed accounts$5,566,00059
U.S. treasury & U.S. government agency obligations, all other managed accounts$0378
State, county and municipal obligations, all other managed accounts$0268
Money market mutual funds, all other managed accounts$0458
Equity mutual funds, all other managed accounts$0428
Other mutual funds, all other managed accounts$0447
Common trust funds and collective investment funds, all other managed account$052
Other short-term obligations, all other managed accounts$036
Other notes and bonds, all other managed accounts$0417
Investmnts in unregistered funds&private equity investmnts, all other managed$058
Other common and preferred stocks, all other managed accounts$0464
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$0185
Miscellaneous assets, all other managed accounts$0209
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$141,289,000326
Managed personal trust&agency accnts & investmnt managemnt agency accounts$0724
Interest-bearing deposits managed personal trust and agency accounts and investm$3,256,000471
US Treasury & US government agency obligations, managed personal trust&agency$3,565,000352
State, county and municipal obligations, managed personal trust&agency accts,$31,303,000219
Money market mutual funds, managed personal trust&agency accts, etc..$14,793,000237
Equity mutual funds, managed personal trust&agency accts, etc..$0803
Other mutual funds, managed personal trust&agency accts, etc..$24,640,000236
Common trust funds and collective investment funds, managed personal trust&ag$092
Other Short-term obligations, managed personal trust&agency accts, etc..$0104
Other Notes and Bonds, managed personal trust&agency accts, etc..$6,607,000323
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0201
Other common and preferred stocks, managed personal trust&agency accts, etc..$45,683,000284
Real Estate Mortgages, managed personal trust&agency accts, etc..$3,547,00064
Real Estate, managed personal trust&agency accts, etc..$3,825,000532
Miscellaneous assets, managed personal trust&agency accts, etc..$4,070,000335
Managed employee benefit and retirements-related trust and agency acccounts$14,597,000431
Managed employee benefit & retirement trust noninterest bearing deposits$26,000172
Employee Benefit & Retirement Trust Interest Bearing Deposits$269,000462
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$197,000434
State, county & municipal obligations,managed emp benft & retire-related$1,873,00091
Money market mutual Funds,managed emp benft & retire-related trust accnts$883,000341
Equity mutual funds,managed emp benft & retire-related trust accnts$0591
Other mutual funds,managed emp benft & retire-related trust accnts$7,682,000251
Common trust funds & collective investment funds,managd emp benft & retiremnt$057
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$1,177,000341
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$2,445,000444
Real estate mortgages,managed emp benft & retire-related trust accnts$0127
Real Estate,managed emp benft & retire-related trust accnts$0195
Miscellaneous assets,managed emp benft & retire-related trust accnts$45,000313
Total all other managed assets:$11,473,000269
Noninterest-bearing Deposits, all other managed accounts$431,00022
Interest-bearing deposits, all other managed accounts$0481
U.S. treasury & U.S. government agency obligations, all other managed accounts$0390
State, county and municipal obligations, all other managed accounts$0260
Money market mutual funds, all other managed accounts$11,042,00065
Equity mutual funds, all other managed accounts$0410
Other mutual funds, all other managed accounts$0423
Common trust funds and collective investment funds, all other managed account$049
Other short-term obligations, all other managed accounts$039
Other notes and bonds, all other managed accounts$0427
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$0451
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$0176
Miscellaneous assets, all other managed accounts$0208
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$56,017,000564
Managed personal trust&agency accnts & investmnt managemnt agency accounts$104,000219
Interest-bearing deposits managed personal trust and agency accounts and investm$6,026,000359
US Treasury & US government agency obligations, managed personal trust&agency$2,414,000454
State, county and municipal obligations, managed personal trust&agency accts,$3,215,000557
Money market mutual funds, managed personal trust&agency accts, etc..$3,481,000455
Equity mutual funds, managed personal trust&agency accts, etc..$0824
Other mutual funds, managed personal trust&agency accts, etc..$17,239,000291
Common trust funds and collective investment funds, managed personal trust&ag$0110
Other Short-term obligations, managed personal trust&agency accts, etc..$0126
Other Notes and Bonds, managed personal trust&agency accts, etc..$3,375,000438
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0208
Other common and preferred stocks, managed personal trust&agency accts, etc..$14,201,000509
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,637,000116
Real Estate, managed personal trust&agency accts, etc..$654,000885
Miscellaneous assets, managed personal trust&agency accts, etc..$3,671,000351
Managed employee benefit and retirements-related trust and agency acccounts$5,414,000607
Managed employee benefit & retirement trust noninterest bearing deposits$21,000160
Employee Benefit & Retirement Trust Interest Bearing Deposits$202,000540
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$314,000435
State, county & municipal obligations,managed emp benft & retire-related$0388
Money market mutual Funds,managed emp benft & retire-related trust accnts$22,000569
Equity mutual funds,managed emp benft & retire-related trust accnts$0603
Other mutual funds,managed emp benft & retire-related trust accnts$4,626,000315
Common trust funds & collective investment funds,managd emp benft & retiremnt$072
Other short-term obligations, emp benft & retire-related trust accnts$047
Other notes and bonds,managed emp benft & retire-related trust accnts$26,000634
Investments in unregistered funds & private equity investmnts,emp benft & retire$0106
Other common & preferred stocks,managed emp benft & retire-related trust accts$158,000692
Real estate mortgages,managed emp benft & retire-related trust accnts$0133
Real Estate,managed emp benft & retire-related trust accnts$0199
Miscellaneous assets,managed emp benft & retire-related trust accnts$45,000316
Total all other managed assets:$13,205,000264
Noninterest-bearing Deposits, all other managed accounts$0260
Interest-bearing deposits, all other managed accounts$0515
U.S. treasury & U.S. government agency obligations, all other managed accounts$0412
State, county and municipal obligations, all other managed accounts$5,305,00040
Money market mutual funds, all other managed accounts$7,900,00072
Equity mutual funds, all other managed accounts$0405
Other mutual funds, all other managed accounts$0415
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$055
Other notes and bonds, all other managed accounts$0431
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$0461
Real Estate Mortgages, all other managed accounts$066
Real estate, all other managed accounts$0186
Miscellaneous assets, all other managed accounts$0226
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$57,385,000545
Managed personal trust&agency accnts & investmnt managemnt agency accounts$286,000114
Interest-bearing deposits managed personal trust and agency accounts and investm$11,453,000231
US Treasury & US government agency obligations, managed personal trust&agency$2,009,000526
State, county and municipal obligations, managed personal trust&agency accts,$983,000720
Money market mutual funds, managed personal trust&agency accts, etc..$11,009,000312
Equity mutual funds, managed personal trust&agency accts, etc..$0756
Other mutual funds, managed personal trust&agency accts, etc..$18,926,000223
Common trust funds and collective investment funds, managed personal trust&ag$0108
Other Short-term obligations, managed personal trust&agency accts, etc..$0131
Other Notes and Bonds, managed personal trust&agency accts, etc..$750,000695
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0186
Other common and preferred stocks, managed personal trust&agency accts, etc..$3,741,000765
Real Estate Mortgages, managed personal trust&agency accts, etc..$115,000388
Real Estate, managed personal trust&agency accts, etc..$3,707,000530
Miscellaneous assets, managed personal trust&agency accts, etc..$4,406,000306
Managed employee benefit and retirements-related trust and agency acccounts$5,199,000614
Managed employee benefit & retirement trust noninterest bearing deposits$16,000163
Employee Benefit & Retirement Trust Interest Bearing Deposits$330,000512
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$318,000489
State, county & municipal obligations,managed emp benft & retire-related$0339
Money market mutual Funds,managed emp benft & retire-related trust accnts$135,000530
Equity mutual funds,managed emp benft & retire-related trust accnts$0559
Other mutual funds,managed emp benft & retire-related trust accnts$3,745,000304
Common trust funds & collective investment funds,managd emp benft & retiremnt$077
Other short-term obligations, emp benft & retire-related trust accnts$051
Other notes and bonds,managed emp benft & retire-related trust accnts$209,000532
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$401,000661
Real estate mortgages,managed emp benft & retire-related trust accnts$0138
Real Estate,managed emp benft & retire-related trust accnts$0183
Miscellaneous assets,managed emp benft & retire-related trust accnts$45,000301
Total all other managed assets:$3,241,000394
Noninterest-bearing Deposits, all other managed accounts$0254
Interest-bearing deposits, all other managed accounts$0517
U.S. treasury & U.S. government agency obligations, all other managed accounts$0409
State, county and municipal obligations, all other managed accounts$0229
Money market mutual funds, all other managed accounts$3,241,000120
Equity mutual funds, all other managed accounts$0368
Other mutual funds, all other managed accounts$0368
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$045
Other notes and bonds, all other managed accounts$0408
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$0445
Real Estate Mortgages, all other managed accounts$064
Real estate, all other managed accounts$0170
Miscellaneous assets, all other managed accounts$0205
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA