Home > Centennial Bank > Total Fiduciary and Related Assets

Centennial Bank, Total Fiduciary and Related Assets

2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,747,248,000128
Managed Assets ($)$880,112,000211
Personal trust and agency accounts, managed assets$402,112,000176
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,663,000135
Employee benefit-defined benefit accounts, managed assets$36,606,00089
Other employee benefit and retirement-related accounts, managed assets$43,958,000253
Corporate trust and agency accounts, managed assets$53,155,00021
Investment management and investment advisory agency accounts, managed assets$323,618,000191
Foundation and endowment trust and agency accounts, managed assets$0319
Other fiduciary accounts, managed assets$0103
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$43,958,000245
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,867,136,00078
Personal trust and agency accounts, non-managed assets$71,576,000129
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$139,180,000110
Employee benefit-defined benefit accounts, non-managed Assets$67,650,00073
Other retirement accounts, non-managed assets$2,516,770,00013
Corporate trust and agency accounts, non-managed assets$62,186,00053
Investment management and advisory agency accounts, non-managed assets$9,774,000110
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$091
Memoranda
Custody and safekeeping accounts, non-managed assets$612,389,000117
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,597,902,00018
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,803,460,000106
Managed Assets ($)$924,397,000178
Personal trust and agency accounts, managed assets$414,653,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,602,000143
Employee benefit-defined benefit accounts, managed assets$38,469,00087
Other employee benefit and retirement-related accounts, managed assets$42,235,000265
Corporate trust and agency accounts, managed assets$66,399,00017
Investment management and investment advisory agency accounts, managed assets$341,039,000169
Foundation and endowment trust and agency accounts, managed assets$0337
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$42,235,000259
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,879,063,00062
Personal trust and agency accounts, non-managed assets$73,804,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$132,225,000112
Employee benefit-defined benefit accounts, non-managed Assets$69,732,00066
Other retirement accounts, non-managed assets$2,524,673,00013
Corporate trust and agency accounts, non-managed assets$68,145,00046
Investment management and advisory agency accounts, non-managed assets$10,484,000111
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$515,525,000116
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,620,352,00015
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$501,817,000280
Managed Assets ($)$179,887,000328
Personal trust and agency accounts, managed assets$54,479,000313
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,911,000142
Employee benefit-defined benefit accounts, managed assets$43,544,00085
Other employee benefit and retirement-related accounts, managed assets$575,000325
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$62,378,000292
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$575,000315
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$321,930,000151
Personal trust and agency accounts, non-managed assets$5,392,000218
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$135,865,000111
Employee benefit-defined benefit accounts, non-managed Assets$76,706,00065
Other retirement accounts, non-managed assets$59,972,00069
Corporate trust and agency accounts, non-managed assets$39,211,00048
Investment management and advisory agency accounts, non-managed assets$4,784,000124
Foundation and endowment trust and agency accounts, non-managed assets$0136
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$266,209,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$326,181,00027
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$523,537,000309
Managed Assets ($)$190,612,000417
Personal trust and agency accounts, managed assets$57,694,000465
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,246,000170
Employee benefit-defined benefit accounts, managed assets$47,564,00086
Other employee benefit and retirement-related accounts, managed assets$645,000562
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$64,463,000375
Foundation and endowment trust and agency accounts, managed assets$0487
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$645,000525
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$332,925,000157
Personal trust and agency accounts, non-managed assets$5,365,000331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$140,277,000114
Employee benefit-defined benefit accounts, non-managed Assets$79,174,00068
Other retirement accounts, non-managed assets$63,363,00072
Corporate trust and agency accounts, non-managed assets$40,208,00054
Investment management and advisory agency accounts, non-managed assets$4,538,000189
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$252,033,000167
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$315,396,00032
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$513,354,000279
Managed Assets ($)$177,185,000318
Personal trust and agency accounts, managed assets$54,237,000305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,098,000143
Employee benefit-defined benefit accounts, managed assets$45,791,00087
Other employee benefit and retirement-related accounts, managed assets$720,000311
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$56,339,000284
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$720,000302
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$336,169,000151
Personal trust and agency accounts, non-managed assets$5,406,000216
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$143,316,000110
Employee benefit-defined benefit accounts, non-managed Assets$76,869,00068
Other retirement accounts, non-managed assets$61,020,00070
Corporate trust and agency accounts, non-managed assets$45,456,00050
Investment management and advisory agency accounts, non-managed assets$4,102,000128
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$250,696,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$311,716,00027
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$523,953,000302
Managed Assets ($)$177,798,000379
Personal trust and agency accounts, managed assets$52,667,000366
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,145,000159
Employee benefit-defined benefit accounts, managed assets$45,977,00089
Other employee benefit and retirement-related accounts, managed assets$742,000371
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$58,267,000333
Foundation and endowment trust and agency accounts, managed assets$0320
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$742,000360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$346,155,000149
Personal trust and agency accounts, non-managed assets$5,384,000239
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$147,785,000114
Employee benefit-defined benefit accounts, non-managed Assets$77,991,00068
Other retirement accounts, non-managed assets$57,304,00079
Corporate trust and agency accounts, non-managed assets$53,493,00052
Investment management and advisory agency accounts, non-managed assets$4,198,000148
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$234,486,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$291,790,00031
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$505,997,000278
Managed Assets ($)$168,139,000319
Personal trust and agency accounts, managed assets$55,232,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,947,000151
Employee benefit-defined benefit accounts, managed assets$43,286,00092
Other employee benefit and retirement-related accounts, managed assets$731,000316
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$49,943,000289
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$731,000306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$337,858,000145
Personal trust and agency accounts, non-managed assets$5,382,000209
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$141,574,000111
Employee benefit-defined benefit accounts, non-managed Assets$74,929,00065
Other retirement accounts, non-managed assets$56,813,00075
Corporate trust and agency accounts, non-managed assets$55,064,00049
Investment management and advisory agency accounts, non-managed assets$4,096,000127
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$228,725,000149
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$285,538,00031
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$491,054,000302
Managed Assets ($)$165,883,000417
Personal trust and agency accounts, managed assets$53,968,000464
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,608,000181
Employee benefit-defined benefit accounts, managed assets$43,193,00092
Other employee benefit and retirement-related accounts, managed assets$743,000568
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$49,371,000391
Foundation and endowment trust and agency accounts, managed assets$0489
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$743,000531
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$325,171,000156
Personal trust and agency accounts, non-managed assets$5,034,000331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$128,092,000118
Employee benefit-defined benefit accounts, non-managed Assets$74,714,00070
Other retirement accounts, non-managed assets$54,212,00083
Corporate trust and agency accounts, non-managed assets$59,576,00054
Investment management and advisory agency accounts, non-managed assets$3,543,000198
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$227,914,000161
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$282,126,00033
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$449,602,000281
Managed Assets ($)$145,441,000320
Personal trust and agency accounts, managed assets$51,167,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,181,000148
Employee benefit-defined benefit accounts, managed assets$39,544,00090
Other employee benefit and retirement-related accounts, managed assets$718,000317
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$36,831,000297
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$718,000308
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$304,161,000148
Personal trust and agency accounts, non-managed assets$4,981,000212
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$120,124,000112
Employee benefit-defined benefit accounts, non-managed Assets$68,796,00068
Other retirement accounts, non-managed assets$47,572,00076
Corporate trust and agency accounts, non-managed assets$59,656,00051
Investment management and advisory agency accounts, non-managed assets$3,032,000133
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$383,931,000122
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$47,572,00074
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$382,274,000323
Managed Assets ($)$135,698,000373
Personal trust and agency accounts, managed assets$48,694,000358
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,940,000167
Employee benefit-defined benefit accounts, managed assets$37,230,00093
Other employee benefit and retirement-related accounts, managed assets$704,000370
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$33,130,000344
Foundation and endowment trust and agency accounts, managed assets$0314
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$704,000356
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$246,576,000169
Personal trust and agency accounts, non-managed assets$4,968,000230
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$111,005,000116
Employee benefit-defined benefit accounts, non-managed Assets$65,986,00071
Other retirement accounts, non-managed assets$46,153,00081
Corporate trust and agency accounts, non-managed assets$15,556,00057
Investment management and advisory agency accounts, non-managed assets$2,908,000159
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$372,914,000122
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$46,153,00082
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$344,752,000295
Managed Assets ($)$119,115,000322
Personal trust and agency accounts, managed assets$46,166,000305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,107,000160
Employee benefit-defined benefit accounts, managed assets$31,490,00098
Other employee benefit and retirement-related accounts, managed assets$628,000320
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$27,724,000298
Foundation and endowment trust and agency accounts, managed assets$0280
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$628,000307
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$225,637,000163
Personal trust and agency accounts, non-managed assets$4,865,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$95,801,000115
Employee benefit-defined benefit accounts, non-managed Assets$59,643,00068
Other retirement accounts, non-managed assets$41,680,00077
Corporate trust and agency accounts, non-managed assets$21,075,00053
Investment management and advisory agency accounts, non-managed assets$2,573,000135
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$368,561,000123
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$41,680,00083
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$392,343,000322
Managed Assets ($)$134,575,000454
Personal trust and agency accounts, managed assets$51,915,000467
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,277,000193
Employee benefit-defined benefit accounts, managed assets$36,233,000102
Other employee benefit and retirement-related accounts, managed assets$713,000582
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$30,437,000431
Foundation and endowment trust and agency accounts, managed assets$0485
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$713,000538
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$257,768,000164
Personal trust and agency accounts, non-managed assets$4,253,000347
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$116,633,000117
Employee benefit-defined benefit accounts, non-managed Assets$69,122,00069
Other retirement accounts, non-managed assets$52,093,00079
Corporate trust and agency accounts, non-managed assets$12,004,00071
Investment management and advisory agency accounts, non-managed assets$3,663,000200
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$344,601,000144
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$52,093,00085
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$371,979,000302
Managed Assets ($)$129,303,000325
Personal trust and agency accounts, managed assets$48,910,000312
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,615,000155
Employee benefit-defined benefit accounts, managed assets$34,260,000103
Other employee benefit and retirement-related accounts, managed assets$760,000325
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$29,758,000300
Foundation and endowment trust and agency accounts, managed assets$0281
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$760,000312
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$242,676,000163
Personal trust and agency accounts, non-managed assets$4,198,000218
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$109,468,000112
Employee benefit-defined benefit accounts, non-managed Assets$66,292,00069
Other retirement accounts, non-managed assets$50,358,00076
Corporate trust and agency accounts, non-managed assets$8,308,00062
Investment management and advisory agency accounts, non-managed assets$4,052,000124
Foundation and endowment trust and agency accounts, non-managed assets$0142
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$303,619,000142
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$50,358,00076
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$365,508,000330
Managed Assets ($)$132,669,000363
Personal trust and agency accounts, managed assets$50,128,000349
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,856,000125
Employee benefit-defined benefit accounts, managed assets$18,791,000125
Other employee benefit and retirement-related accounts, managed assets$1,300,000356
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$31,594,000331
Foundation and endowment trust and agency accounts, managed assets$0308
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,300,000343
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$232,839,000165
Personal trust and agency accounts, non-managed assets$4,137,000233
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$97,598,000122
Employee benefit-defined benefit accounts, non-managed Assets$65,779,00071
Other retirement accounts, non-managed assets$52,947,00078
Corporate trust and agency accounts, non-managed assets$7,194,00065
Investment management and advisory agency accounts, non-managed assets$5,184,000131
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$280,772,000146
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$52,947,00077
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$355,466,000335
Managed Assets ($)$129,490,000368
Personal trust and agency accounts, managed assets$48,657,000353
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,108,000131
Employee benefit-defined benefit accounts, managed assets$18,178,000127
Other employee benefit and retirement-related accounts, managed assets$818,000363
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$31,729,000329
Foundation and endowment trust and agency accounts, managed assets$0312
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$818,000351
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$225,976,000165
Personal trust and agency accounts, non-managed assets$4,003,000234
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$92,556,000128
Employee benefit-defined benefit accounts, non-managed Assets$64,785,00072
Other retirement accounts, non-managed assets$51,953,00079
Corporate trust and agency accounts, non-managed assets$7,477,00067
Investment management and advisory agency accounts, non-managed assets$5,202,000133
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$274,001,000145
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,953,00075
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$334,465,000336
Managed Assets ($)$124,054,000458
Personal trust and agency accounts, managed assets$48,979,000468
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,819,000141
Employee benefit-defined benefit accounts, managed assets$16,583,000138
Other employee benefit and retirement-related accounts, managed assets$864,000592
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$29,809,000433
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$564,000559
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$210,411,000169
Personal trust and agency accounts, non-managed assets$3,808,000342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$83,218,000130
Employee benefit-defined benefit accounts, non-managed Assets$61,000,00074
Other retirement accounts, non-managed assets$49,705,00079
Corporate trust and agency accounts, non-managed assets$7,754,00087
Investment management and advisory agency accounts, non-managed assets$4,926,000180
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$250,769,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$49,658,00078
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$397,122,000318
Managed Assets ($)$136,394,000371
Personal trust and agency accounts, managed assets$53,932,000348
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,329,000128
Employee benefit-defined benefit accounts, managed assets$18,068,000128
Other employee benefit and retirement-related accounts, managed assets$1,295,000362
Corporate trust and agency accounts, managed assets$1,606,00053
Investment management and investment advisory agency accounts, managed assets$31,164,000333
Foundation and endowment trust and agency accounts, managed assets$0311
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,295,000351
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$260,728,000162
Personal trust and agency accounts, non-managed assets$577,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$125,340,000117
Employee benefit-defined benefit accounts, non-managed Assets$67,276,00074
Other retirement accounts, non-managed assets$56,490,00073
Corporate trust and agency accounts, non-managed assets$3,373,00073
Investment management and advisory agency accounts, non-managed assets$7,672,000118
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$257,078,000149
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,429,00072
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$398,118,000317
Managed Assets ($)$148,717,000369
Personal trust and agency accounts, managed assets$67,944,000334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,311,000132
Employee benefit-defined benefit accounts, managed assets$17,521,000129
Other employee benefit and retirement-related accounts, managed assets$1,476,000362
Corporate trust and agency accounts, managed assets$1,279,00052
Investment management and investment advisory agency accounts, managed assets$31,186,000334
Foundation and endowment trust and agency accounts, managed assets$0312
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,476,000351
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$249,401,000167
Personal trust and agency accounts, non-managed assets$639,000279
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$121,404,000119
Employee benefit-defined benefit accounts, non-managed Assets$65,626,00076
Other retirement accounts, non-managed assets$55,195,00073
Corporate trust and agency accounts, non-managed assets$2,917,00079
Investment management and advisory agency accounts, non-managed assets$3,620,000138
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$249,781,000150
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$55,195,00072
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$425,512,000307
Managed Assets ($)$147,827,000372
Personal trust and agency accounts, managed assets$68,301,000334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,860,000136
Employee benefit-defined benefit accounts, managed assets$17,264,000129
Other employee benefit and retirement-related accounts, managed assets$1,469,000362
Corporate trust and agency accounts, managed assets$1,095,00056
Investment management and investment advisory agency accounts, managed assets$30,838,000334
Foundation and endowment trust and agency accounts, managed assets$0308
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,469,000348
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$277,685,000162
Personal trust and agency accounts, non-managed assets$542,000287
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$119,038,000121
Employee benefit-defined benefit accounts, non-managed Assets$64,473,00074
Other retirement accounts, non-managed assets$54,660,00079
Corporate trust and agency accounts, non-managed assets$35,714,00059
Investment management and advisory agency accounts, non-managed assets$3,258,000148
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$183,261,000163
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$54,597,00072
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$423,661,000311
Managed Assets ($)$144,754,000435
Personal trust and agency accounts, managed assets$61,110,000429
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,851,000144
Employee benefit-defined benefit accounts, managed assets$16,119,000143
Other employee benefit and retirement-related accounts, managed assets$2,001,000558
Corporate trust and agency accounts, managed assets$5,543,00061
Investment management and investment advisory agency accounts, managed assets$31,130,000438
Foundation and endowment trust and agency accounts, managed assets$0492
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$2,001,000516
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$278,907,000158
Personal trust and agency accounts, non-managed assets$568,000520
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$118,295,000121
Employee benefit-defined benefit accounts, non-managed Assets$63,867,00076
Other retirement accounts, non-managed assets$55,548,00078
Corporate trust and agency accounts, non-managed assets$37,355,00064
Investment management and advisory agency accounts, non-managed assets$3,274,000204
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$173,079,000177
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$55,485,00076
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$574,423,000260
Managed Assets ($)$233,027,000348
Personal trust and agency accounts, managed assets$136,649,000262
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,691,000121
Employee benefit-defined benefit accounts, managed assets$243,000198
Other employee benefit and retirement-related accounts, managed assets$3,086,000354
Corporate trust and agency accounts, managed assets$1,749,00054
Investment management and investment advisory agency accounts, managed assets$53,609,000313
Foundation and endowment trust and agency accounts, managed assets$0304
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$3,086,000342
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$341,396,000148
Personal trust and agency accounts, non-managed assets$555,000282
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$131,642,000116
Employee benefit-defined benefit accounts, non-managed Assets$46,014,00079
Other retirement accounts, non-managed assets$90,528,00055
Corporate trust and agency accounts, non-managed assets$69,396,00056
Investment management and advisory agency accounts, non-managed assets$3,261,000147
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$135,192,000178
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$90,467,00050
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$420,195,000303
Managed Assets ($)$143,720,000364
Personal trust and agency accounts, managed assets$63,999,000330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,293,000119
Employee benefit-defined benefit accounts, managed assets$210,000200
Other employee benefit and retirement-related accounts, managed assets$3,915,000356
Corporate trust and agency accounts, managed assets$1,546,00057
Investment management and investment advisory agency accounts, managed assets$37,757,000329
Foundation and endowment trust and agency accounts, managed assets$0305
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$3,915,000343
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$276,475,000158
Personal trust and agency accounts, non-managed assets$526,000285
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$126,033,000117
Employee benefit-defined benefit accounts, non-managed Assets$45,032,00080
Other retirement accounts, non-managed assets$52,053,00078
Corporate trust and agency accounts, non-managed assets$49,567,00059
Investment management and advisory agency accounts, non-managed assets$3,264,000145
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$124,349,000184
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,439,00078
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$400,787,000312
Managed Assets ($)$142,762,000366
Personal trust and agency accounts, managed assets$66,339,000329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$34,899,000121
Employee benefit-defined benefit accounts, managed assets$2,076,000183
Other employee benefit and retirement-related accounts, managed assets$3,866,000358
Corporate trust and agency accounts, managed assets$1,404,00054
Investment management and investment advisory agency accounts, managed assets$34,178,000334
Foundation and endowment trust and agency accounts, managed assets$0310
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$3,866,000346
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$258,025,000160
Personal trust and agency accounts, non-managed assets$518,000288
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$119,050,000118
Employee benefit-defined benefit accounts, non-managed Assets$42,551,00081
Other retirement accounts, non-managed assets$52,434,00077
Corporate trust and agency accounts, non-managed assets$40,212,00062
Investment management and advisory agency accounts, non-managed assets$3,260,000141
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$97,210,000198
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$51,604,00075
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$360,702,000325
Managed Assets ($)$184,084,000379
Personal trust and agency accounts, managed assets$68,161,000402
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$71,468,00090
Employee benefit-defined benefit accounts, managed assets$1,809,000237
Other employee benefit and retirement-related accounts, managed assets$10,653,000439
Corporate trust and agency accounts, managed assets$3,694,00070
Investment management and investment advisory agency accounts, managed assets$28,299,000448
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$10,418,000419
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$176,618,000185
Personal trust and agency accounts, non-managed assets$1,331,000454
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$74,958,000135
Employee benefit-defined benefit accounts, non-managed Assets$41,460,00084
Other retirement accounts, non-managed assets$54,803,00075
Corporate trust and agency accounts, non-managed assets$3,153,000114
Investment management and advisory agency accounts, non-managed assets$913,000247
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$101,941,000217
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$54,277,00072
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$345,165,000328
Managed Assets ($)$178,280,000353
Personal trust and agency accounts, managed assets$61,460,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,004,00091
Employee benefit-defined benefit accounts, managed assets$1,881,000187
Other employee benefit and retirement-related accounts, managed assets$10,105,000333
Corporate trust and agency accounts, managed assets$4,750,00045
Investment management and investment advisory agency accounts, managed assets$28,080,000339
Foundation and endowment trust and agency accounts, managed assets$0299
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$9,873,000320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$166,885,000192
Personal trust and agency accounts, non-managed assets$1,279,000277
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,233,000136
Employee benefit-defined benefit accounts, non-managed Assets$41,384,00081
Other retirement accounts, non-managed assets$51,334,00077
Corporate trust and agency accounts, non-managed assets$4,800,00078
Investment management and advisory agency accounts, non-managed assets$855,000171
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$85,301,000207
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$50,791,00075
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$335,935,000334
Managed Assets ($)$175,228,000359
Personal trust and agency accounts, managed assets$61,264,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,149,00093
Employee benefit-defined benefit accounts, managed assets$1,777,000188
Other employee benefit and retirement-related accounts, managed assets$9,420,000337
Corporate trust and agency accounts, managed assets$6,031,00039
Investment management and investment advisory agency accounts, managed assets$27,587,000341
Foundation and endowment trust and agency accounts, managed assets$0301
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$9,204,000325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$160,707,000193
Personal trust and agency accounts, non-managed assets$1,256,000279
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$64,361,000137
Employee benefit-defined benefit accounts, non-managed Assets$40,614,00082
Other retirement accounts, non-managed assets$50,532,00074
Corporate trust and agency accounts, non-managed assets$3,075,00085
Investment management and advisory agency accounts, non-managed assets$869,000175
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$98,042,000196
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$49,994,00074
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$343,723,000329
Managed Assets ($)$197,099,000352
Personal trust and agency accounts, managed assets$61,654,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,381,00093
Employee benefit-defined benefit accounts, managed assets$1,798,000190
Other employee benefit and retirement-related accounts, managed assets$22,450,000288
Corporate trust and agency accounts, managed assets$15,050,00031
Investment management and investment advisory agency accounts, managed assets$27,766,000338
Foundation and endowment trust and agency accounts, managed assets$0299
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,211,000277
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$146,624,000197
Personal trust and agency accounts, non-managed assets$1,328,000275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$65,528,000135
Employee benefit-defined benefit accounts, non-managed Assets$39,910,00082
Other retirement accounts, non-managed assets$35,716,00095
Corporate trust and agency accounts, non-managed assets$3,346,00083
Investment management and advisory agency accounts, non-managed assets$796,000176
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$87,463,000203
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$35,202,00092
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$305,841,000347
Managed Assets ($)$202,275,000370
Personal trust and agency accounts, managed assets$61,053,000425
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,907,00092
Employee benefit-defined benefit accounts, managed assets$1,589,000256
Other employee benefit and retirement-related accounts, managed assets$22,451,000318
Corporate trust and agency accounts, managed assets$20,894,00034
Investment management and investment advisory agency accounts, managed assets$27,381,000449
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,218,000302
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$103,566,000233
Personal trust and agency accounts, non-managed assets$1,352,000460
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$62,843,000140
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$35,242,00098
Corporate trust and agency accounts, non-managed assets$3,465,000109
Investment management and advisory agency accounts, non-managed assets$664,000290
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$121,595,000197
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$34,552,000102
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$299,654,000350
Managed Assets ($)$188,831,000350
Personal trust and agency accounts, managed assets$58,520,000331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$66,362,00093
Employee benefit-defined benefit accounts, managed assets$1,693,000194
Other employee benefit and retirement-related accounts, managed assets$22,301,000289
Corporate trust and agency accounts, managed assets$13,157,00033
Investment management and investment advisory agency accounts, managed assets$26,798,000333
Foundation and endowment trust and agency accounts, managed assets$0296
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,272,000277
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$110,823,000215
Personal trust and agency accounts, non-managed assets$1,324,000271
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,913,000136
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$36,595,00090
Corporate trust and agency accounts, non-managed assets$4,357,00078
Investment management and advisory agency accounts, non-managed assets$634,000180
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$127,790,000185
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$35,451,00096
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$304,235,000354
Managed Assets ($)$186,648,000356
Personal trust and agency accounts, managed assets$57,230,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,662,00098
Employee benefit-defined benefit accounts, managed assets$1,821,000195
Other employee benefit and retirement-related accounts, managed assets$23,420,000291
Corporate trust and agency accounts, managed assets$6,714,00040
Investment management and investment advisory agency accounts, managed assets$27,801,000332
Foundation and endowment trust and agency accounts, managed assets$0295
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,226,000279
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$117,587,000211
Personal trust and agency accounts, non-managed assets$1,919,000266
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,977,000136
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$36,932,00094
Corporate trust and agency accounts, non-managed assets$4,980,00078
Investment management and advisory agency accounts, non-managed assets$5,779,000119
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$128,157,000190
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$36,894,00096
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$318,187,000353
Managed Assets ($)$190,377,000356
Personal trust and agency accounts, managed assets$59,743,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,389,00095
Employee benefit-defined benefit accounts, managed assets$2,137,000191
Other employee benefit and retirement-related accounts, managed assets$23,711,000292
Corporate trust and agency accounts, managed assets$5,812,00042
Investment management and investment advisory agency accounts, managed assets$29,585,000332
Foundation and endowment trust and agency accounts, managed assets$0292
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,732,000277
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$127,810,000208
Personal trust and agency accounts, non-managed assets$2,171,000265
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$76,144,000135
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$38,671,00094
Corporate trust and agency accounts, non-managed assets$5,260,00079
Investment management and advisory agency accounts, non-managed assets$5,564,000120
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$115,031,000197
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$38,592,00095
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$319,785,000354
Managed Assets ($)$201,881,000368
Personal trust and agency accounts, managed assets$60,540,000439
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$78,233,00090
Employee benefit-defined benefit accounts, managed assets$2,432,000245
Other employee benefit and retirement-related accounts, managed assets$20,759,000337
Corporate trust and agency accounts, managed assets$6,692,00054
Investment management and investment advisory agency accounts, managed assets$33,225,000436
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,513,000318
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$117,904,000212
Personal trust and agency accounts, non-managed assets$2,294,000422
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$64,701,000141
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$41,608,00093
Corporate trust and agency accounts, non-managed assets$4,974,000101
Investment management and advisory agency accounts, non-managed assets$4,327,000175
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$108,626,000225
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$41,529,00095
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$317,372,000348
Managed Assets ($)$200,282,000350
Personal trust and agency accounts, managed assets$60,337,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,096,00089
Employee benefit-defined benefit accounts, managed assets$2,785,000190
Other employee benefit and retirement-related accounts, managed assets$20,420,000302
Corporate trust and agency accounts, managed assets$7,419,00038
Investment management and investment advisory agency accounts, managed assets$32,225,000326
Foundation and endowment trust and agency accounts, managed assets$0293
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$20,162,000284
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$117,090,000209
Personal trust and agency accounts, non-managed assets$2,551,000256
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$62,740,000139
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$41,919,00090
Corporate trust and agency accounts, non-managed assets$6,971,00076
Investment management and advisory agency accounts, non-managed assets$2,909,000133
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$106,332,000203
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$41,840,00089
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$342,052,000338
Managed Assets ($)$216,937,000344
Personal trust and agency accounts, managed assets$62,687,000334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,543,00082
Employee benefit-defined benefit accounts, managed assets$7,953,000164
Other employee benefit and retirement-related accounts, managed assets$21,427,000297
Corporate trust and agency accounts, managed assets$6,755,00041
Investment management and investment advisory agency accounts, managed assets$32,572,000327
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,163,000277
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$125,115,000206
Personal trust and agency accounts, non-managed assets$2,787,000260
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,814,000135
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$44,020,00089
Corporate trust and agency accounts, non-managed assets$7,757,00074
Investment management and advisory agency accounts, non-managed assets$3,737,000125
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$118,492,000192
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$43,941,00086
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$336,561,000334
Managed Assets ($)$207,932,000352
Personal trust and agency accounts, managed assets$56,495,000342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$81,724,00083
Employee benefit-defined benefit accounts, managed assets$8,004,000164
Other employee benefit and retirement-related accounts, managed assets$22,091,000291
Corporate trust and agency accounts, managed assets$6,751,00038
Investment management and investment advisory agency accounts, managed assets$32,867,000328
Foundation and endowment trust and agency accounts, managed assets$0290
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,836,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$128,629,000206
Personal trust and agency accounts, non-managed assets$3,123,000249
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,999,000135
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$47,740,00084
Corporate trust and agency accounts, non-managed assets$5,984,00077
Investment management and advisory agency accounts, non-managed assets$3,783,000126
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$121,248,000186
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$47,660,00079
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$296,945,000356
Managed Assets ($)$194,363,000368
Personal trust and agency accounts, managed assets$53,747,000460
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$85,174,00085
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$21,939,000322
Corporate trust and agency accounts, managed assets$2,015,00086
Investment management and investment advisory agency accounts, managed assets$31,488,000437
Foundation and endowment trust and agency accounts, managed assets$0488
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,939,000299
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$102,582,000234
Personal trust and agency accounts, non-managed assets$10,712,000254
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,232,000200
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$56,665,00081
Corporate trust and agency accounts, non-managed assets$3,955,000115
Investment management and advisory agency accounts, non-managed assets$4,018,000177
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$84,128,000239
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,665,00077
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,490
Fiduciary or related activity$01,408
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0389
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0302
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0360
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0336
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0388
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0293
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$0369
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,497
Fiduciary or related activity$01,413
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0392
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0365
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0389
Personal trust and agency accounts, non-managed assets$0328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0293
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$0371
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Personal trust and agency accounts, managed assets$0395
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$0367
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$0363
Foundation and endowment trust and agency accounts, managed assets$0276
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0298
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$0323
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$0374
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0334
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
Total fiduciary and related assets$01,414
Managed Assets ($)$01,331
Personal trust and agency accounts, managed assets$01,310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0530
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$0725
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$0771
Foundation and endowment trust and agency accounts, managed assets$0479
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0633
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$01,126
Personal trust and agency accounts, non-managed assets$0842
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0547
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$0765
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$0802
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0776
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,540
Fiduciary or related activity$01,460
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0293
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0344
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0318
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0370
Personal trust and agency accounts, non-managed assets$0311
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0289
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$0356
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,545
Fiduciary or related activity$01,466
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Personal trust and agency accounts, managed assets$0380
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$0348
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0372
Personal trust and agency accounts, non-managed assets$0314
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$0321
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0323
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,544
Fiduciary or related activity$01,466
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Personal trust and agency accounts, managed assets$0381
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$0351
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0346
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0318
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0371
Personal trust and agency accounts, non-managed assets$0313
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0286
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$0318
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,550
Fiduciary or related activity$01,476
Total fiduciary and related assets$01,461
Managed Assets ($)$01,372
Personal trust and agency accounts, managed assets$01,340
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0547
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$0748
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$0786
Foundation and endowment trust and agency accounts, managed assets$0471
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0652
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$01,160
Personal trust and agency accounts, non-managed assets$0854
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0559
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$0778
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$0826
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0786
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,576
Fiduciary or related activity$01,500
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0394
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$0263
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0393
Personal trust and agency accounts, non-managed assets$0323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$0369
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,589
Fiduciary or related activity$01,512
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Personal trust and agency accounts, managed assets$0400
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0297
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assets$0261
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0322
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0398
Personal trust and agency accounts, non-managed assets$0327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$0372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,606
Fiduciary or related activity$01,531
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Personal trust and agency accounts, managed assets$0405
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$0368
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0403
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0294
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$0376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0324
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Personal trust and agency accounts, managed assets$01,405
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0583
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$0767
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$0825
Foundation and endowment trust and agency accounts, managed assets$0473
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$01,212
Personal trust and agency accounts, non-managed assets$0894
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0577
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$0797
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$0865
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0793
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Personal trust and agency accounts, managed assets$0387
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0296
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$0354
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0312
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0389
Personal trust and agency accounts, non-managed assets$0328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$0370
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0306
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Personal trust and agency accounts, managed assets$0384
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0229
Other employee benefit and retirement-related accounts, managed assets$0350
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0356
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$0370
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0388
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0355
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$0359
Foundation and endowment trust and agency accounts, managed assets$0259
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0399
Personal trust and agency accounts, non-managed assets$0339
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0299
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$0376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Personal trust and agency accounts, managed assets$01,441
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0604
Employee benefit-defined benefit accounts, managed assets$0372
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$0835
Foundation and endowment trust and agency accounts, managed assets$0453
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$01,242
Personal trust and agency accounts, non-managed assets$0920
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0594
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$0806
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$0878
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0794
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0342
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$0353
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0306
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0383
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0346
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$0373
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0385
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$0348
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0377
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Personal trust and agency accounts, managed assets$01,470
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0632
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$0777
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$0851
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,241
Personal trust and agency accounts, non-managed assets$0946
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0603
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$0811
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0874
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0321
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0390
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0420
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0313
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0240
Other employee benefit and retirement-related accounts, managed assets$0381
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0394
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0426
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0320
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$0400
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0327
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$0388
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0400
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0327
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0341
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0407
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Personal trust and agency accounts, managed assets$01,532
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0666
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$0790
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$0880
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,291
Personal trust and agency accounts, non-managed assets$0969
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0633
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$0860
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$0908
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Personal trust and agency accounts, managed assets$0406
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0317
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0368
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0416
Personal trust and agency accounts, non-managed assets$0344
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0392
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0414
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0323
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0353
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0386
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0424
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Personal trust and agency accounts, managed assets$01,568
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$0891
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,321
Personal trust and agency accounts, non-managed assets$0983
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0653
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$0853
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0947
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Personal trust and agency accounts, managed assets$0398
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0320
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0365
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0408
Personal trust and agency accounts, non-managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0388
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Personal trust and agency accounts, managed assets$0402
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0328
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0411
Personal trust and agency accounts, non-managed assets$0342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0325
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0395
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0337
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0422
Personal trust and agency accounts, non-managed assets$0351
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0329
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$0405
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Personal trust and agency accounts, managed assets$01,621
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0755
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0819
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$0918
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,365
Personal trust and agency accounts, non-managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0688
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$0867
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$0966
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Personal trust and agency accounts, managed assets$0409
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0329
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$0370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0412
Personal trust and agency accounts, non-managed assets$0337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Personal trust and agency accounts, managed assets$0423
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0424
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0343
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$0383
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Personal trust and agency accounts, managed assets$01,639
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0765
Employee benefit-defined benefit accounts, managed assets$0442
Other employee benefit and retirement-related accounts, managed assets$0797
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$0911
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,358
Personal trust and agency accounts, non-managed assets$01,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0699
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$0862
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$0996
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$0327
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Personal trust and agency accounts, managed assets$0418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0338
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0409
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$0416
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Personal trust and agency accounts, managed assets$01,694
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0794
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$0809
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,404
Personal trust and agency accounts, non-managed assets$01,035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$0879
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$01,022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Personal trust and agency accounts, managed assets$0432
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0347
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$0364
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0445
Personal trust and agency accounts, non-managed assets$0370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$0350
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$0430
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Personal trust and agency accounts, managed assets$0436
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0353
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0447
Personal trust and agency accounts, non-managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0349
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$0431
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Personal trust and agency accounts, managed assets$0450
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0360
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0458
Personal trust and agency accounts, non-managed assets$0390
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0354
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$0442
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Personal trust and agency accounts, managed assets$01,748
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0832
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,452
Personal trust and agency accounts, non-managed assets$01,066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$0883
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$01,046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Personal trust and agency accounts, managed assets$01,716
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0814
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0769
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,377
Personal trust and agency accounts, non-managed assets$0992
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA