Home > Merrill Merchants Bank > Total Fiduciary and Related Assets
Merrill Merchants Bank, Total Fiduciary and Related Assets
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $304,297,000 | 298 |
| Managed Assets ($) | $280,253,000 | 251 |
| Personal trust and agency accounts, managed assets | $82,606,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,598,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $22,206,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $26,497,000 | 209 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $138,346,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,044,000 | 437 |
| Personal trust and agency accounts, non-managed assets | $12,423,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,633,000 | 374 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $6,116,000 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,872,000 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,683,000 | 404 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $328,607,000 | 294 |
| Managed Assets ($) | $303,117,000 | 250 |
| Personal trust and agency accounts, managed assets | $86,314,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,842,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $24,874,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $27,593,000 | 214 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $152,494,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,490,000 | 312 |
| Personal trust and agency accounts, non-managed assets | $13,690,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,370,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $7,564,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $866,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,520,000 | 299 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $345,102,000 | 297 |
| Managed Assets ($) | $316,553,000 | 252 |
| Personal trust and agency accounts, managed assets | $87,292,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,833,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $26,081,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $30,250,000 | 207 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $156,097,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,549,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $16,186,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,535,000 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $8,307,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $521,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,057,000 | 299 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $352,288,000 | 305 |
| Managed Assets ($) | $320,683,000 | 257 |
| Personal trust and agency accounts, managed assets | $89,082,000 | 291 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,160,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $26,363,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $29,966,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $158,112,000 | 210 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,605,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $17,732,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,516,000 | 275 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,552,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,805,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,369,000 | 306 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $356,925,000 | 308 |
| Managed Assets ($) | $336,936,000 | 255 |
| Personal trust and agency accounts, managed assets | $100,955,000 | 297 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,347,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $27,451,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $31,212,000 | 215 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $159,971,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,989,000 | 509 |
| Personal trust and agency accounts, non-managed assets | $7,606,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,501,000 | 435 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $8,882,000 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,414,000 | 384 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $360,053,000 | 305 |
| Managed Assets ($) | $337,635,000 | 250 |
| Personal trust and agency accounts, managed assets | $111,790,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,234,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $27,845,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $31,558,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $149,208,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,418,000 | 314 |
| Personal trust and agency accounts, non-managed assets | $13,522,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $8,895,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,170,000 | 295 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $363,883,000 | 310 |
| Managed Assets ($) | $336,694,000 | 255 |
| Personal trust and agency accounts, managed assets | $102,295,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,379,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $26,882,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $30,597,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $152,541,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,189,000 | 317 |
| Personal trust and agency accounts, non-managed assets | $18,510,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $8,667,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $12,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,741,000 | 300 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $345,083,000 | 314 |
| Managed Assets ($) | $313,131,000 | 263 |
| Personal trust and agency accounts, managed assets | $89,928,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,259,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $25,711,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $28,620,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $145,613,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,952,000 | 313 |
| Personal trust and agency accounts, non-managed assets | $23,462,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,000 | 324 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $8,078,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $279,000 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,052,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $326,754,000 | 323 |
| Managed Assets ($) | $304,355,000 | 270 |
| Personal trust and agency accounts, managed assets | $89,167,000 | 315 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,251,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $25,400,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $27,436,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $140,101,000 | 222 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,399,000 | 496 |
| Personal trust and agency accounts, non-managed assets | $15,244,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,000 | 621 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $6,854,000 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $168,000 | 180 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,234,000 | 325 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $317,858,000 | 327 |
| Managed Assets ($) | $294,661,000 | 276 |
| Personal trust and agency accounts, managed assets | $87,205,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,932,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $24,705,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $26,296,000 | 205 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $135,523,000 | 220 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,197,000 | 316 |
| Personal trust and agency accounts, non-managed assets | $16,319,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $6,559,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $160,000 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,363,000 | 268 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $303,739,000 | 337 |
| Managed Assets ($) | $275,207,000 | 282 |
| Personal trust and agency accounts, managed assets | $78,315,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,402,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $23,839,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $25,000,000 | 211 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $127,651,000 | 228 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,532,000 | 316 |
| Personal trust and agency accounts, non-managed assets | $21,641,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,000 | 315 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,523,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $218,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,183,000 | 271 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $314,289,000 | 326 |
| Managed Assets ($) | $290,332,000 | 275 |
| Personal trust and agency accounts, managed assets | $79,651,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,898,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $23,910,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $25,587,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $142,286,000 | 211 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,957,000 | 325 |
| Personal trust and agency accounts, non-managed assets | $15,888,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,472,000 | 302 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $6,421,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $176,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,626,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $306,775,000 | 336 |
| Managed Assets ($) | $283,887,000 | 277 |
| Personal trust and agency accounts, managed assets | $78,783,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,458,000 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $22,841,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $24,289,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $139,516,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,888,000 | 482 |
| Personal trust and agency accounts, non-managed assets | $15,154,000 | 253 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,424,000 | 548 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $6,142,000 | 351 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $168,000 | 189 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,175,000 | 331 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $301,726,000 | 331 |
| Managed Assets ($) | $280,325,000 | 274 |
| Personal trust and agency accounts, managed assets | $79,963,000 | 281 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,854,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $23,017,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $24,773,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $134,718,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,401,000 | 323 |
| Personal trust and agency accounts, non-managed assets | $14,928,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,406,000 | 303 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $4,872,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $195,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,633,000 | 267 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $294,766,000 | 333 |
| Managed Assets ($) | $273,187,000 | 275 |
| Personal trust and agency accounts, managed assets | $81,769,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,140,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $21,918,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $21,840,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $130,520,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,579,000 | 331 |
| Personal trust and agency accounts, non-managed assets | $15,501,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,379,000 | 311 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $4,523,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $176,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,876,000 | 276 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $288,668,000 | 334 |
| Managed Assets ($) | $267,989,000 | 278 |
| Personal trust and agency accounts, managed assets | $79,913,000 | 286 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,969,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $21,224,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $22,110,000 | 213 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $128,773,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,679,000 | 333 |
| Personal trust and agency accounts, non-managed assets | $14,373,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,457,000 | 309 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $4,647,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $202,000 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,100,000 | 275 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $297,845,000 | 334 |
| Managed Assets ($) | $272,864,000 | 277 |
| Personal trust and agency accounts, managed assets | $83,895,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,942,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $21,059,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $22,461,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $129,507,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,981,000 | 458 |
| Personal trust and agency accounts, non-managed assets | $18,775,000 | 224 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,348,000 | 562 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $4,635,000 | 399 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $223,000 | 187 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,590,000 | 328 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $288,434,000 | 333 |
| Managed Assets ($) | $267,059,000 | 269 |
| Personal trust and agency accounts, managed assets | $81,683,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,585,000 | 212 |
| Employee benefit-defined benefit accounts, managed assets | $23,527,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $22,100,000 | 210 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $123,164,000 | 207 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,375,000 | 326 |
| Personal trust and agency accounts, non-managed assets | $16,141,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,364,000 | 304 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $3,734,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $136,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,270,000 | 280 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $276,716,000 | 343 |
| Managed Assets ($) | $255,137,000 | 277 |
| Personal trust and agency accounts, managed assets | $71,980,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,530,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $23,006,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $22,873,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $120,748,000 | 212 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,579,000 | 336 |
| Personal trust and agency accounts, non-managed assets | $16,320,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,407,000 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $3,709,000 | 249 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $143,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,270,000 | 274 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $267,742,000 | 351 |
| Managed Assets ($) | $243,452,000 | 291 |
| Personal trust and agency accounts, managed assets | $68,655,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,840,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $23,195,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $22,655,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $113,107,000 | 218 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,290,000 | 332 |
| Personal trust and agency accounts, non-managed assets | $18,941,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,491,000 | 311 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $3,726,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $132,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,634,000 | 278 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $255,350,000 | 374 |
| Managed Assets ($) | $228,808,000 | 305 |
| Personal trust and agency accounts, managed assets | $58,114,000 | 399 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,795,000 | 321 |
| Employee benefit-defined benefit accounts, managed assets | $22,501,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $21,804,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $114,594,000 | 216 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,542,000 | 457 |
| Personal trust and agency accounts, non-managed assets | $17,960,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,581,000 | 437 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $3,889,000 | 442 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $112,000 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,191,000 | 340 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 442 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $206,576,000 | 404 |
| Managed Assets ($) | $194,890,000 | 335 |
| Personal trust and agency accounts, managed assets | $49,198,000 | 455 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,471,000 | 363 |
| Employee benefit-defined benefit accounts, managed assets | $18,231,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $17,823,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $100,167,000 | 217 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,686,000 | 621 |
| Personal trust and agency accounts, non-managed assets | $4,429,000 | 424 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,473,000 | 436 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $2,540,000 | 492 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $244,000 | 205 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,604,000 | 445 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $205,746,000 | 395 |
| Managed Assets ($) | $192,421,000 | 336 |
| Personal trust and agency accounts, managed assets | $42,804,000 | 477 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,563,000 | 356 |
| Employee benefit-defined benefit accounts, managed assets | $19,843,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $18,385,000 | 221 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $101,826,000 | 206 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,325,000 | 578 |
| Personal trust and agency accounts, non-managed assets | $1,241,000 | 602 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,958,000 | 328 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $2,636,000 | 466 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $490,000 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,079,000 | 413 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |