Home > Community National Bank & Trust of Texas > Total Managed Assets held in Fiduciary Accounts

Community National Bank & Trust of Texas, Total Managed Assets held in Fiduciary Accounts

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$220,701,000377
Managed personal trust&agency accnts & investmnt managemnt agency accounts$0548
Interest-bearing deposits managed personal trust and agency accounts and investm$14,429,000174
US Treasury & US government agency obligations, managed personal trust&agency$20,913,000231
State, county and municipal obligations, managed personal trust&agency accts,$34,480,000212
Money market mutual funds, managed personal trust&agency accts, etc..$13,245,000351
Equity mutual funds, managed personal trust&agency accts, etc..$34,839,000312
Other mutual funds, managed personal trust&agency accts, etc..$4,714,000505
Common trust funds and collective investment funds, managed personal trust&ag$060
Other Short-term obligations, managed personal trust&agency accts, etc..$053
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,207,000273
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0235
Other common and preferred stocks, managed personal trust&agency accts, etc..$72,602,000329
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,241,00096
Real Estate, managed personal trust&agency accts, etc..$10,399,000371
Miscellaneous assets, managed personal trust&agency accts, etc..$2,632,000449
Managed employee benefit and retirements-related trust and agency acccounts$62,346,000298
Managed employee benefit & retirement trust noninterest bearing deposits$0254
Employee Benefit & Retirement Trust Interest Bearing Deposits$8,684,00074
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$10,876,000107
State, county & municipal obligations,managed emp benft & retire-related$198,000177
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,603,000225
Equity mutual funds,managed emp benft & retire-related trust accnts$10,123,000302
Other mutual funds,managed emp benft & retire-related trust accnts$1,713,000431
Common trust funds & collective investment funds,managd emp benft & retiremnt$034
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$6,527,000157
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$19,622,000227
Real estate mortgages,managed emp benft & retire-related trust accnts$028
Real Estate,managed emp benft & retire-related trust accnts$0121
Miscellaneous assets,managed emp benft & retire-related trust accnts$0293
Total all other managed assets:$25,608,000279
Noninterest-bearing Deposits, all other managed accounts$0230
Interest-bearing deposits, all other managed accounts$1,391,000164
U.S. treasury & U.S. government agency obligations, all other managed accounts$4,448,000160
State, county and municipal obligations, all other managed accounts$40,000249
Money market mutual funds, all other managed accounts$758,000283
Equity mutual funds, all other managed accounts$4,020,000248
Other mutual funds, all other managed accounts$806,000374
Common trust funds and collective investment funds, all other managed account$075
Other short-term obligations, all other managed accounts$070
Other notes and bonds, all other managed accounts$2,859,000184
Investmnts in unregistered funds&private equity investmnts, all other managed$0110
Other common and preferred stocks, all other managed accounts$11,286,000213
Real Estate Mortgages, all other managed accounts$038
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0264
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$203,490,000389
Managed personal trust&agency accnts & investmnt managemnt agency accounts$4,000444
Interest-bearing deposits managed personal trust and agency accounts and investm$11,071,000184
US Treasury & US government agency obligations, managed personal trust&agency$16,821,000240
State, county and municipal obligations, managed personal trust&agency accts,$33,855,000192
Money market mutual funds, managed personal trust&agency accts, etc..$11,767,000363
Equity mutual funds, managed personal trust&agency accts, etc..$31,312,000324
Other mutual funds, managed personal trust&agency accts, etc..$5,294,000532
Common trust funds and collective investment funds, managed personal trust&ag$057
Other Short-term obligations, managed personal trust&agency accts, etc..$069
Other Notes and Bonds, managed personal trust&agency accts, etc..$14,274,000235
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0240
Other common and preferred stocks, managed personal trust&agency accts, etc..$65,330,000345
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,341,00098
Real Estate, managed personal trust&agency accts, etc..$10,426,000371
Miscellaneous assets, managed personal trust&agency accts, etc..$1,995,000508
Managed employee benefit and retirements-related trust and agency acccounts$58,154,000304
Managed employee benefit & retirement trust noninterest bearing deposits$0284
Employee Benefit & Retirement Trust Interest Bearing Deposits$6,188,00086
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$8,424,000107
State, county & municipal obligations,managed emp benft & retire-related$0312
Money market mutual Funds,managed emp benft & retire-related trust accnts$3,641,000234
Equity mutual funds,managed emp benft & retire-related trust accnts$10,227,000301
Other mutual funds,managed emp benft & retire-related trust accnts$1,674,000455
Common trust funds & collective investment funds,managd emp benft & retiremnt$033
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$7,502,000147
Investments in unregistered funds & private equity investmnts,emp benft & retire$0108
Other common & preferred stocks,managed emp benft & retire-related trust accts$20,498,000228
Real estate mortgages,managed emp benft & retire-related trust accnts$038
Real Estate,managed emp benft & retire-related trust accnts$0116
Miscellaneous assets,managed emp benft & retire-related trust accnts$0303
Total all other managed assets:$23,060,000286
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$1,505,000144
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,707,000164
State, county and municipal obligations, all other managed accounts$40,000230
Money market mutual funds, all other managed accounts$305,000324
Equity mutual funds, all other managed accounts$3,733,000250
Other mutual funds, all other managed accounts$815,000353
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$3,205,000169
Investmnts in unregistered funds&private equity investmnts, all other managed$062
Other common and preferred stocks, all other managed accounts$9,750,000207
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0220
Miscellaneous assets, all other managed accounts$0235
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$209,723,000357
Managed personal trust&agency accnts & investmnt managemnt agency accounts$30,000328
Interest-bearing deposits managed personal trust and agency accounts and investm$11,608,000164
US Treasury & US government agency obligations, managed personal trust&agency$8,468,000187
State, county and municipal obligations, managed personal trust&agency accts,$31,805,000184
Money market mutual funds, managed personal trust&agency accts, etc..$10,501,000326
Equity mutual funds, managed personal trust&agency accts, etc..$34,808,000305
Other mutual funds, managed personal trust&agency accts, etc..$10,373,000466
Common trust funds and collective investment funds, managed personal trust&ag$047
Other Short-term obligations, managed personal trust&agency accts, etc..$067
Other Notes and Bonds, managed personal trust&agency accts, etc..$14,535,000191
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0212
Other common and preferred stocks, managed personal trust&agency accts, etc..$76,216,000322
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,429,00084
Real Estate, managed personal trust&agency accts, etc..$7,974,000382
Miscellaneous assets, managed personal trust&agency accts, etc..$1,976,000470
Managed employee benefit and retirements-related trust and agency acccounts$68,392,000292
Managed employee benefit & retirement trust noninterest bearing deposits$0255
Employee Benefit & Retirement Trust Interest Bearing Deposits$6,759,00071
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$5,417,00099
State, county & municipal obligations,managed emp benft & retire-related$0317
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,830,000196
Equity mutual funds,managed emp benft & retire-related trust accnts$13,718,000276
Other mutual funds,managed emp benft & retire-related trust accnts$4,862,000381
Common trust funds & collective investment funds,managd emp benft & retiremnt$030
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$8,584,000128
Investments in unregistered funds & private equity investmnts,emp benft & retire$090
Other common & preferred stocks,managed emp benft & retire-related trust accts$24,222,000223
Real estate mortgages,managed emp benft & retire-related trust accnts$041
Real Estate,managed emp benft & retire-related trust accnts$0122
Miscellaneous assets,managed emp benft & retire-related trust accnts$0300
Total all other managed assets:$28,259,000257
Noninterest-bearing Deposits, all other managed accounts$0209
Interest-bearing deposits, all other managed accounts$2,191,000118
U.S. treasury & U.S. government agency obligations, all other managed accounts$2,976,000131
State, county and municipal obligations, all other managed accounts$0244
Money market mutual funds, all other managed accounts$522,000271
Equity mutual funds, all other managed accounts$4,983,000235
Other mutual funds, all other managed accounts$1,495,000313
Common trust funds and collective investment funds, all other managed account$034
Other short-term obligations, all other managed accounts$029
Other notes and bonds, all other managed accounts$3,699,000149
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$12,393,000187
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$0205
Miscellaneous assets, all other managed accounts$0215
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$188,458,000353
Managed personal trust&agency accnts & investmnt managemnt agency accounts$0517
Interest-bearing deposits managed personal trust and agency accounts and investm$17,031,000144
US Treasury & US government agency obligations, managed personal trust&agency$3,885,000241
State, county and municipal obligations, managed personal trust&agency accts,$33,294,000189
Money market mutual funds, managed personal trust&agency accts, etc..$8,798,000344
Equity mutual funds, managed personal trust&agency accts, etc..$31,804,000288
Other mutual funds, managed personal trust&agency accts, etc..$9,353,000478
Common trust funds and collective investment funds, managed personal trust&ag$054
Other Short-term obligations, managed personal trust&agency accts, etc..$074
Other Notes and Bonds, managed personal trust&agency accts, etc..$12,508,000219
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0209
Other common and preferred stocks, managed personal trust&agency accts, etc..$62,304,000317
Real Estate Mortgages, managed personal trust&agency accts, etc..$416,000179
Real Estate, managed personal trust&agency accts, etc..$7,110,000401
Miscellaneous assets, managed personal trust&agency accts, etc..$1,955,000468
Managed employee benefit and retirements-related trust and agency acccounts$62,672,000286
Managed employee benefit & retirement trust noninterest bearing deposits$0277
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,721,00063
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$3,050,000128
State, county & municipal obligations,managed emp benft & retire-related$0338
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,025,000209
Equity mutual funds,managed emp benft & retire-related trust accnts$11,777,000280
Other mutual funds,managed emp benft & retire-related trust accnts$6,728,000343
Common trust funds & collective investment funds,managd emp benft & retiremnt$037
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$5,823,000162
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$21,548,000228
Real estate mortgages,managed emp benft & retire-related trust accnts$049
Real Estate,managed emp benft & retire-related trust accnts$0142
Miscellaneous assets,managed emp benft & retire-related trust accnts$0308
Total all other managed assets:$26,128,000257
Noninterest-bearing Deposits, all other managed accounts$0215
Interest-bearing deposits, all other managed accounts$3,226,00099
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,484,000153
State, county and municipal obligations, all other managed accounts$0249
Money market mutual funds, all other managed accounts$692,000236
Equity mutual funds, all other managed accounts$4,694,000225
Other mutual funds, all other managed accounts$2,549,000260
Common trust funds and collective investment funds, all other managed account$036
Other short-term obligations, all other managed accounts$031
Other notes and bonds, all other managed accounts$2,670,000180
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$10,812,000190
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$1,000201
Miscellaneous assets, all other managed accounts$0210
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$185,060,000347
Managed personal trust&agency accnts & investmnt managemnt agency accounts$9,000435
Interest-bearing deposits managed personal trust and agency accounts and investm$20,084,000133
US Treasury & US government agency obligations, managed personal trust&agency$11,630,000191
State, county and municipal obligations, managed personal trust&agency accts,$30,624,000209
Money market mutual funds, managed personal trust&agency accts, etc..$10,780,000318
Equity mutual funds, managed personal trust&agency accts, etc..$31,678,000280
Other mutual funds, managed personal trust&agency accts, etc..$571,000682
Common trust funds and collective investment funds, managed personal trust&ag$056
Other Short-term obligations, managed personal trust&agency accts, etc..$082
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,870,000241
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0203
Other common and preferred stocks, managed personal trust&agency accts, etc..$56,303,000324
Real Estate Mortgages, managed personal trust&agency accts, etc..$399,000199
Real Estate, managed personal trust&agency accts, etc..$9,187,000347
Miscellaneous assets, managed personal trust&agency accts, etc..$1,925,000475
Managed employee benefit and retirements-related trust and agency acccounts$59,673,000285
Managed employee benefit & retirement trust noninterest bearing deposits$0281
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,794,00065
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$8,737,00094
State, county & municipal obligations,managed emp benft & retire-related$141,000231
Money market mutual Funds,managed emp benft & retire-related trust accnts$3,654,000219
Equity mutual funds,managed emp benft & retire-related trust accnts$12,692,000269
Other mutual funds,managed emp benft & retire-related trust accnts$264,000538
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$037
Other notes and bonds,managed emp benft & retire-related trust accnts$5,980,000169
Investments in unregistered funds & private equity investmnts,emp benft & retire$097
Other common & preferred stocks,managed emp benft & retire-related trust accts$18,411,000235
Real estate mortgages,managed emp benft & retire-related trust accnts$064
Real Estate,managed emp benft & retire-related trust accnts$0157
Miscellaneous assets,managed emp benft & retire-related trust accnts$0326
Total all other managed assets:$24,282,000254
Noninterest-bearing Deposits, all other managed accounts$0196
Interest-bearing deposits, all other managed accounts$3,588,00096
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,506,000127
State, county and municipal obligations, all other managed accounts$25,000238
Money market mutual funds, all other managed accounts$820,000223
Equity mutual funds, all other managed accounts$4,245,000221
Other mutual funds, all other managed accounts$128,000410
Common trust funds and collective investment funds, all other managed account$038
Other short-term obligations, all other managed accounts$032
Other notes and bonds, all other managed accounts$2,746,000180
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$9,224,000188
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$0203
Miscellaneous assets, all other managed accounts$0212
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$173,819,000344
Managed personal trust&agency accnts & investmnt managemnt agency accounts$9,000453
Interest-bearing deposits managed personal trust and agency accounts and investm$19,396,000135
US Treasury & US government agency obligations, managed personal trust&agency$15,346,000177
State, county and municipal obligations, managed personal trust&agency accts,$31,685,000203
Money market mutual funds, managed personal trust&agency accts, etc..$9,487,000323
Equity mutual funds, managed personal trust&agency accts, etc..$26,256,000274
Other mutual funds, managed personal trust&agency accts, etc..$500,000705
Common trust funds and collective investment funds, managed personal trust&ag$059
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$9,284,000269
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0195
Other common and preferred stocks, managed personal trust&agency accts, etc..$45,641,000332
Real Estate Mortgages, managed personal trust&agency accts, etc..$355,000225
Real Estate, managed personal trust&agency accts, etc..$13,952,000288
Miscellaneous assets, managed personal trust&agency accts, etc..$1,908,000486
Managed employee benefit and retirements-related trust and agency acccounts$50,977,000290
Managed employee benefit & retirement trust noninterest bearing deposits$0302
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,404,00062
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$9,849,00091
State, county & municipal obligations,managed emp benft & retire-related$141,000245
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,287,000250
Equity mutual funds,managed emp benft & retire-related trust accnts$10,254,000272
Other mutual funds,managed emp benft & retire-related trust accnts$38,000589
Common trust funds & collective investment funds,managd emp benft & retiremnt$039
Other short-term obligations, emp benft & retire-related trust accnts$036
Other notes and bonds,managed emp benft & retire-related trust accnts$4,197,000210
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$14,457,000247
Real estate mortgages,managed emp benft & retire-related trust accnts$068
Real Estate,managed emp benft & retire-related trust accnts$0162
Miscellaneous assets,managed emp benft & retire-related trust accnts$350,000174
Total all other managed assets:$18,386,000276
Noninterest-bearing Deposits, all other managed accounts$0235
Interest-bearing deposits, all other managed accounts$2,868,000108
U.S. treasury & U.S. government agency obligations, all other managed accounts$4,084,000127
State, county and municipal obligations, all other managed accounts$25,000244
Money market mutual funds, all other managed accounts$309,000276
Equity mutual funds, all other managed accounts$3,004,000233
Other mutual funds, all other managed accounts$0455
Common trust funds and collective investment funds, all other managed account$040
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$1,707,000198
Investmnts in unregistered funds&private equity investmnts, all other managed$049
Other common and preferred stocks, all other managed accounts$6,389,000198
Real Estate Mortgages, all other managed accounts$054
Real estate, all other managed accounts$0193
Miscellaneous assets, all other managed accounts$0208
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$177,427,000349
Managed personal trust&agency accnts & investmnt managemnt agency accounts$14,000403
Interest-bearing deposits managed personal trust and agency accounts and investm$17,843,000135
US Treasury & US government agency obligations, managed personal trust&agency$13,058,000176
State, county and municipal obligations, managed personal trust&agency accts,$31,952,000202
Money market mutual funds, managed personal trust&agency accts, etc..$8,918,000300
Equity mutual funds, managed personal trust&agency accts, etc..$29,764,000281
Other mutual funds, managed personal trust&agency accts, etc..$2,358,000617
Common trust funds and collective investment funds, managed personal trust&ag$066
Other Short-term obligations, managed personal trust&agency accts, etc..$080
Other Notes and Bonds, managed personal trust&agency accts, etc..$10,985,000252
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0192
Other common and preferred stocks, managed personal trust&agency accts, etc..$48,476,000343
Real Estate Mortgages, managed personal trust&agency accts, etc..$468,000214
Real Estate, managed personal trust&agency accts, etc..$11,431,000333
Miscellaneous assets, managed personal trust&agency accts, etc..$2,160,000478
Managed employee benefit and retirements-related trust and agency acccounts$54,112,000290
Managed employee benefit & retirement trust noninterest bearing deposits$0324
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,751,00056
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$8,521,00084
State, county & municipal obligations,managed emp benft & retire-related$143,000256
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,578,000218
Equity mutual funds,managed emp benft & retire-related trust accnts$10,466,000285
Other mutual funds,managed emp benft & retire-related trust accnts$236,000548
Common trust funds & collective investment funds,managd emp benft & retiremnt$046
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$5,221,000193
Investments in unregistered funds & private equity investmnts,emp benft & retire$094
Other common & preferred stocks,managed emp benft & retire-related trust accts$16,971,000231
Real estate mortgages,managed emp benft & retire-related trust accnts$080
Real Estate,managed emp benft & retire-related trust accnts$0173
Miscellaneous assets,managed emp benft & retire-related trust accnts$225,000209
Total all other managed assets:$19,809,000270
Noninterest-bearing Deposits, all other managed accounts$0243
Interest-bearing deposits, all other managed accounts$3,066,00099
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,230,000132
State, county and municipal obligations, all other managed accounts$25,000244
Money market mutual funds, all other managed accounts$325,000265
Equity mutual funds, all other managed accounts$3,843,000227
Other mutual funds, all other managed accounts$0451
Common trust funds and collective investment funds, all other managed account$039
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$2,030,000194
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$7,288,000190
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$2,000197
Miscellaneous assets, all other managed accounts$0216
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$170,980,000344
Managed personal trust&agency accnts & investmnt managemnt agency accounts$1,319,00050
Interest-bearing deposits managed personal trust and agency accounts and investm$16,900,000138
US Treasury & US government agency obligations, managed personal trust&agency$10,970,000176
State, county and municipal obligations, managed personal trust&agency accts,$32,286,000197
Money market mutual funds, managed personal trust&agency accts, etc..$9,819,000283
Equity mutual funds, managed personal trust&agency accts, etc..$25,765,000276
Other mutual funds, managed personal trust&agency accts, etc..$3,211,000592
Common trust funds and collective investment funds, managed personal trust&ag$072
Other Short-term obligations, managed personal trust&agency accts, etc..$087
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,805,000243
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0200
Other common and preferred stocks, managed personal trust&agency accts, etc..$43,270,000357
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,707,00095
Real Estate, managed personal trust&agency accts, etc..$11,793,000326
Miscellaneous assets, managed personal trust&agency accts, etc..$2,135,000494
Managed employee benefit and retirements-related trust and agency acccounts$51,059,000282
Managed employee benefit & retirement trust noninterest bearing deposits$-34,0005,899
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,634,00060
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$6,233,00098
State, county & municipal obligations,managed emp benft & retire-related$145,000266
Money market mutual Funds,managed emp benft & retire-related trust accnts$4,038,000196
Equity mutual funds,managed emp benft & retire-related trust accnts$9,705,000271
Other mutual funds,managed emp benft & retire-related trust accnts$347,000541
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$033
Other notes and bonds,managed emp benft & retire-related trust accnts$6,154,000177
Investments in unregistered funds & private equity investmnts,emp benft & retire$098
Other common & preferred stocks,managed emp benft & retire-related trust accts$14,788,000239
Real estate mortgages,managed emp benft & retire-related trust accnts$087
Real Estate,managed emp benft & retire-related trust accnts$0181
Miscellaneous assets,managed emp benft & retire-related trust accnts$49,000294
Total all other managed assets:$18,654,000261
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$3,101,000102
U.S. treasury & U.S. government agency obligations, all other managed accounts$2,695,000135
State, county and municipal obligations, all other managed accounts$25,000262
Money market mutual funds, all other managed accounts$344,000259
Equity mutual funds, all other managed accounts$3,493,000220
Other mutual funds, all other managed accounts$0454
Common trust funds and collective investment funds, all other managed account$045
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$2,752,000172
Investmnts in unregistered funds&private equity investmnts, all other managed$051
Other common and preferred stocks, all other managed accounts$6,244,000191
Real Estate Mortgages, all other managed accounts$061
Real estate, all other managed accounts$0214
Miscellaneous assets, all other managed accounts$0238
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$170,382,000339
Managed personal trust&agency accnts & investmnt managemnt agency accounts$77,000271
Interest-bearing deposits managed personal trust and agency accounts and investm$16,022,000143
US Treasury & US government agency obligations, managed personal trust&agency$13,471,000173
State, county and municipal obligations, managed personal trust&agency accts,$29,626,000208
Money market mutual funds, managed personal trust&agency accts, etc..$24,380,000203
Equity mutual funds, managed personal trust&agency accts, etc..$23,158,000276
Other mutual funds, managed personal trust&agency accts, etc..$3,423,000586
Common trust funds and collective investment funds, managed personal trust&ag$081
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$10,944,000246
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0194
Other common and preferred stocks, managed personal trust&agency accts, etc..$32,714,000394
Real Estate Mortgages, managed personal trust&agency accts, etc..$517,000218
Real Estate, managed personal trust&agency accts, etc..$14,116,000282
Miscellaneous assets, managed personal trust&agency accts, etc..$1,934,000503
Managed employee benefit and retirements-related trust and agency acccounts$51,774,000273
Managed employee benefit & retirement trust noninterest bearing deposits$0344
Employee Benefit & Retirement Trust Interest Bearing Deposits$9,276,00061
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$9,498,00084
State, county & municipal obligations,managed emp benft & retire-related$45,000319
Money market mutual Funds,managed emp benft & retire-related trust accnts$3,036,000217
Equity mutual funds,managed emp benft & retire-related trust accnts$8,959,000276
Other mutual funds,managed emp benft & retire-related trust accnts$611,000510
Common trust funds & collective investment funds,managd emp benft & retiremnt$043
Other short-term obligations, emp benft & retire-related trust accnts$026
Other notes and bonds,managed emp benft & retire-related trust accnts$5,775,000181
Investments in unregistered funds & private equity investmnts,emp benft & retire$096
Other common & preferred stocks,managed emp benft & retire-related trust accts$14,526,000230
Real estate mortgages,managed emp benft & retire-related trust accnts$090
Real Estate,managed emp benft & retire-related trust accnts$0192
Miscellaneous assets,managed emp benft & retire-related trust accnts$48,000306
Total all other managed assets:$18,297,000258
Noninterest-bearing Deposits, all other managed accounts$0261
Interest-bearing deposits, all other managed accounts$2,663,000105
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,439,000117
State, county and municipal obligations, all other managed accounts$0271
Money market mutual funds, all other managed accounts$485,000261
Equity mutual funds, all other managed accounts$3,274,000230
Other mutual funds, all other managed accounts$0457
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$038
Other notes and bonds, all other managed accounts$2,456,000183
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$5,975,000191
Real Estate Mortgages, all other managed accounts$065
Real estate, all other managed accounts$5,000213
Miscellaneous assets, all other managed accounts$0237
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$166,588,000338
Managed personal trust&agency accnts & investmnt managemnt agency accounts$0654
Interest-bearing deposits managed personal trust and agency accounts and investm$15,999,000149
US Treasury & US government agency obligations, managed personal trust&agency$13,375,000169
State, county and municipal obligations, managed personal trust&agency accts,$27,392,000222
Money market mutual funds, managed personal trust&agency accts, etc..$11,943,000289
Equity mutual funds, managed personal trust&agency accts, etc..$21,642,000291
Other mutual funds, managed personal trust&agency accts, etc..$4,849,000561
Common trust funds and collective investment funds, managed personal trust&ag$083
Other Short-term obligations, managed personal trust&agency accts, etc..$0102
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,219,000249
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0211
Other common and preferred stocks, managed personal trust&agency accts, etc..$35,575,000385
Real Estate Mortgages, managed personal trust&agency accts, etc..$782,000179
Real Estate, managed personal trust&agency accts, etc..$21,878,000196
Miscellaneous assets, managed personal trust&agency accts, etc..$1,934,000521
Managed employee benefit and retirements-related trust and agency acccounts$50,210,000279
Managed employee benefit & retirement trust noninterest bearing deposits$0374
Employee Benefit & Retirement Trust Interest Bearing Deposits$8,099,00063
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$7,532,00098
State, county & municipal obligations,managed emp benft & retire-related$45,000325
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,833,000220
Equity mutual funds,managed emp benft & retire-related trust accnts$8,593,000287
Other mutual funds,managed emp benft & retire-related trust accnts$585,000540
Common trust funds & collective investment funds,managd emp benft & retiremnt$049
Other short-term obligations, emp benft & retire-related trust accnts$031
Other notes and bonds,managed emp benft & retire-related trust accnts$6,435,000172
Investments in unregistered funds & private equity investmnts,emp benft & retire$0102
Other common & preferred stocks,managed emp benft & retire-related trust accts$16,039,000233
Real estate mortgages,managed emp benft & retire-related trust accnts$0106
Real Estate,managed emp benft & retire-related trust accnts$0182
Miscellaneous assets,managed emp benft & retire-related trust accnts$49,000306
Total all other managed assets:$19,059,000253
Noninterest-bearing Deposits, all other managed accounts$0261
Interest-bearing deposits, all other managed accounts$2,346,000107
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,583,000122
State, county and municipal obligations, all other managed accounts$0277
Money market mutual funds, all other managed accounts$301,000296
Equity mutual funds, all other managed accounts$3,616,000222
Other mutual funds, all other managed accounts$9,000456
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$035
Other notes and bonds, all other managed accounts$3,015,000165
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$6,189,000189
Real Estate Mortgages, all other managed accounts$067
Real estate, all other managed accounts$0215
Miscellaneous assets, all other managed accounts$0233
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$149,834,000353
Managed personal trust&agency accnts & investmnt managemnt agency accounts$107,000225
Interest-bearing deposits managed personal trust and agency accounts and investm$13,015,000164
US Treasury & US government agency obligations, managed personal trust&agency$11,830,000188
State, county and municipal obligations, managed personal trust&agency accts,$25,026,000235
Money market mutual funds, managed personal trust&agency accts, etc..$9,006,000326
Equity mutual funds, managed personal trust&agency accts, etc..$19,663,000298
Other mutual funds, managed personal trust&agency accts, etc..$7,943,000483
Common trust funds and collective investment funds, managed personal trust&ag$086
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$11,674,000239
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0214
Other common and preferred stocks, managed personal trust&agency accts, etc..$29,360,000413
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,184,000145
Real Estate, managed personal trust&agency accts, etc..$19,054,000206
Miscellaneous assets, managed personal trust&agency accts, etc..$1,972,000508
Managed employee benefit and retirements-related trust and agency acccounts$40,155,000300
Managed employee benefit & retirement trust noninterest bearing deposits$0381
Employee Benefit & Retirement Trust Interest Bearing Deposits$5,535,00080
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$5,908,000110
State, county & municipal obligations,managed emp benft & retire-related$42,000329
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,727,000240
Equity mutual funds,managed emp benft & retire-related trust accnts$7,075,000286
Other mutual funds,managed emp benft & retire-related trust accnts$1,130,000497
Common trust funds & collective investment funds,managd emp benft & retiremnt$051
Other short-term obligations, emp benft & retire-related trust accnts$029
Other notes and bonds,managed emp benft & retire-related trust accnts$5,368,000185
Investments in unregistered funds & private equity investmnts,emp benft & retire$0104
Other common & preferred stocks,managed emp benft & retire-related trust accts$12,321,000255
Real estate mortgages,managed emp benft & retire-related trust accnts$0112
Real Estate,managed emp benft & retire-related trust accnts$0182
Miscellaneous assets,managed emp benft & retire-related trust accnts$49,000328
Total all other managed assets:$18,041,000249
Noninterest-bearing Deposits, all other managed accounts$0259
Interest-bearing deposits, all other managed accounts$2,080,000113
U.S. treasury & U.S. government agency obligations, all other managed accounts$2,979,000133
State, county and municipal obligations, all other managed accounts$0279
Money market mutual funds, all other managed accounts$411,000276
Equity mutual funds, all other managed accounts$3,448,000220
Other mutual funds, all other managed accounts$311,000389
Common trust funds and collective investment funds, all other managed account$048
Other short-term obligations, all other managed accounts$034
Other notes and bonds, all other managed accounts$3,297,000153
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$5,443,000193
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$72,000175
Miscellaneous assets, all other managed accounts$0219
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$135,885,000354
Managed personal trust&agency accnts & investmnt managemnt agency accounts$166,000230
Interest-bearing deposits managed personal trust and agency accounts and investm$15,181,000153
US Treasury & US government agency obligations, managed personal trust&agency$5,290,000272
State, county and municipal obligations, managed personal trust&agency accts,$24,919,000241
Money market mutual funds, managed personal trust&agency accts, etc..$10,743,000302
Equity mutual funds, managed personal trust&agency accts, etc..$11,483,000325
Other mutual funds, managed personal trust&agency accts, etc..$12,811,000407
Common trust funds and collective investment funds, managed personal trust&ag$088
Other Short-term obligations, managed personal trust&agency accts, etc..$0108
Other Notes and Bonds, managed personal trust&agency accts, etc..$12,132,000220
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0205
Other common and preferred stocks, managed personal trust&agency accts, etc..$21,268,000437
Real Estate Mortgages, managed personal trust&agency accts, etc..$960,000172
Real Estate, managed personal trust&agency accts, etc..$18,902,000192
Miscellaneous assets, managed personal trust&agency accts, etc..$2,030,000476
Managed employee benefit and retirements-related trust and agency acccounts$34,814,000301
Managed employee benefit & retirement trust noninterest bearing deposits$2,000338
Employee Benefit & Retirement Trust Interest Bearing Deposits$6,887,00067
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,503,000204
State, county & municipal obligations,managed emp benft & retire-related$43,000331
Money market mutual Funds,managed emp benft & retire-related trust accnts$2,880,000235
Equity mutual funds,managed emp benft & retire-related trust accnts$5,139,000299
Other mutual funds,managed emp benft & retire-related trust accnts$3,725,000376
Common trust funds & collective investment funds,managd emp benft & retiremnt$055
Other short-term obligations, emp benft & retire-related trust accnts$032
Other notes and bonds,managed emp benft & retire-related trust accnts$5,262,000190
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$9,242,000270
Real estate mortgages,managed emp benft & retire-related trust accnts$0122
Real Estate,managed emp benft & retire-related trust accnts$0191
Miscellaneous assets,managed emp benft & retire-related trust accnts$131,000264
Total all other managed assets:$17,699,000242
Noninterest-bearing Deposits, all other managed accounts$2,000206
Interest-bearing deposits, all other managed accounts$2,572,00095
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,696,000161
State, county and municipal obligations, all other managed accounts$48,000240
Money market mutual funds, all other managed accounts$459,000262
Equity mutual funds, all other managed accounts$3,055,000209
Other mutual funds, all other managed accounts$1,316,000280
Common trust funds and collective investment funds, all other managed account$052
Other short-term obligations, all other managed accounts$036
Other notes and bonds, all other managed accounts$3,225,000151
Investmnts in unregistered funds&private equity investmnts, all other managed$058
Other common and preferred stocks, all other managed accounts$4,410,000197
Real Estate Mortgages, all other managed accounts$30,00053
Real estate, all other managed accounts$826,00085
Miscellaneous assets, all other managed accounts$60,000161
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$110,720,000383
Managed personal trust&agency accnts & investmnt managemnt agency accounts$46,000367
Interest-bearing deposits managed personal trust and agency accounts and investm$9,404,000228
US Treasury & US government agency obligations, managed personal trust&agency$10,529,000224
State, county and municipal obligations, managed personal trust&agency accts,$28,602,000226
Money market mutual funds, managed personal trust&agency accts, etc..$0870
Equity mutual funds, managed personal trust&agency accts, etc..$9,625,000332
Other mutual funds, managed personal trust&agency accts, etc..$310,000780
Common trust funds and collective investment funds, managed personal trust&ag$092
Other Short-term obligations, managed personal trust&agency accts, etc..$0104
Other Notes and Bonds, managed personal trust&agency accts, etc..$24,941,000153
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0201
Other common and preferred stocks, managed personal trust&agency accts, etc..$20,041,000435
Real Estate Mortgages, managed personal trust&agency accts, etc..$3,501,00065
Real Estate, managed personal trust&agency accts, etc..$2,296,000655
Miscellaneous assets, managed personal trust&agency accts, etc..$1,425,000528
Managed employee benefit and retirements-related trust and agency acccounts$31,537,000304
Managed employee benefit & retirement trust noninterest bearing deposits$3,000297
Employee Benefit & Retirement Trust Interest Bearing Deposits$2,169,000183
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$4,644,000153
State, county & municipal obligations,managed emp benft & retire-related$43,000331
Money market mutual Funds,managed emp benft & retire-related trust accnts$0586
Equity mutual funds,managed emp benft & retire-related trust accnts$2,932,000338
Other mutual funds,managed emp benft & retire-related trust accnts$36,000625
Common trust funds & collective investment funds,managd emp benft & retiremnt$057
Other short-term obligations, emp benft & retire-related trust accnts$035
Other notes and bonds,managed emp benft & retire-related trust accnts$12,773,000123
Investments in unregistered funds & private equity investmnts,emp benft & retire$091
Other common & preferred stocks,managed emp benft & retire-related trust accts$8,937,000270
Real estate mortgages,managed emp benft & retire-related trust accnts$0127
Real Estate,managed emp benft & retire-related trust accnts$0195
Miscellaneous assets,managed emp benft & retire-related trust accnts$0386
Total all other managed assets:$15,907,000240
Noninterest-bearing Deposits, all other managed accounts$2,000187
Interest-bearing deposits, all other managed accounts$409,000275
U.S. treasury & U.S. government agency obligations, all other managed accounts$2,821,000145
State, county and municipal obligations, all other managed accounts$0260
Money market mutual funds, all other managed accounts$0444
Equity mutual funds, all other managed accounts$0410
Other mutual funds, all other managed accounts$0423
Common trust funds and collective investment funds, all other managed account$049
Other short-term obligations, all other managed accounts$039
Other notes and bonds, all other managed accounts$5,801,000115
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$6,872,000149
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$1,000175
Miscellaneous assets, all other managed accounts$1,000198
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$106,057,000398
Managed personal trust&agency accnts & investmnt managemnt agency accounts$93,000229
Interest-bearing deposits managed personal trust and agency accounts and investm$7,145,000320
US Treasury & US government agency obligations, managed personal trust&agency$13,356,000214
State, county and municipal obligations, managed personal trust&agency accts,$26,055,000244
Money market mutual funds, managed personal trust&agency accts, etc..$0896
Equity mutual funds, managed personal trust&agency accts, etc..$14,411,000298
Other mutual funds, managed personal trust&agency accts, etc..$524,000756
Common trust funds and collective investment funds, managed personal trust&ag$0110
Other Short-term obligations, managed personal trust&agency accts, etc..$0126
Other Notes and Bonds, managed personal trust&agency accts, etc..$22,228,000170
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0208
Other common and preferred stocks, managed personal trust&agency accts, etc..$13,301,000519
Real Estate Mortgages, managed personal trust&agency accts, etc..$3,686,00067
Real Estate, managed personal trust&agency accts, etc..$3,670,000538
Miscellaneous assets, managed personal trust&agency accts, etc..$1,588,000527
Managed employee benefit and retirements-related trust and agency acccounts$30,310,000317
Managed employee benefit & retirement trust noninterest bearing deposits$3,000275
Employee Benefit & Retirement Trust Interest Bearing Deposits$1,042,000327
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$5,991,000155
State, county & municipal obligations,managed emp benft & retire-related$73,000304
Money market mutual Funds,managed emp benft & retire-related trust accnts$0617
Equity mutual funds,managed emp benft & retire-related trust accnts$2,778,000363
Other mutual funds,managed emp benft & retire-related trust accnts$32,000642
Common trust funds & collective investment funds,managd emp benft & retiremnt$072
Other short-term obligations, emp benft & retire-related trust accnts$047
Other notes and bonds,managed emp benft & retire-related trust accnts$10,911,000125
Investments in unregistered funds & private equity investmnts,emp benft & retire$0106
Other common & preferred stocks,managed emp benft & retire-related trust accts$9,480,000264
Real estate mortgages,managed emp benft & retire-related trust accnts$0133
Real Estate,managed emp benft & retire-related trust accnts$0199
Miscellaneous assets,managed emp benft & retire-related trust accnts$0401
Total all other managed assets:$16,331,000237
Noninterest-bearing Deposits, all other managed accounts$-2,0007,623
Interest-bearing deposits, all other managed accounts$595,000231
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,323,000144
State, county and municipal obligations, all other managed accounts$0270
Money market mutual funds, all other managed accounts$0448
Equity mutual funds, all other managed accounts$0405
Other mutual funds, all other managed accounts$0415
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$055
Other notes and bonds, all other managed accounts$5,769,000108
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$6,639,000152
Real Estate Mortgages, all other managed accounts$5,00062
Real estate, all other managed accounts$1,000185
Miscellaneous assets, all other managed accounts$1,000215
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$101,871,000402
Managed personal trust&agency accnts & investmnt managemnt agency accounts$143,000171
Interest-bearing deposits managed personal trust and agency accounts and investm$7,641,000319
US Treasury & US government agency obligations, managed personal trust&agency$11,418,000267
State, county and municipal obligations, managed personal trust&agency accts,$26,399,000247
Money market mutual funds, managed personal trust&agency accts, etc..$0927
Equity mutual funds, managed personal trust&agency accts, etc..$89,000711
Other mutual funds, managed personal trust&agency accts, etc..$726,000691
Common trust funds and collective investment funds, managed personal trust&ag$0108
Other Short-term obligations, managed personal trust&agency accts, etc..$0131
Other Notes and Bonds, managed personal trust&agency accts, etc..$22,946,000150
Investmnts in unregistered funds&private equity investmnts,managd personal trust$0186
Other common and preferred stocks, managed personal trust&agency accts, etc..$23,676,000408
Real Estate Mortgages, managed personal trust&agency accts, etc..$3,618,00067
Real Estate, managed personal trust&agency accts, etc..$3,289,000572
Miscellaneous assets, managed personal trust&agency accts, etc..$1,926,000477
Managed employee benefit and retirements-related trust and agency acccounts$27,732,000320
Managed employee benefit & retirement trust noninterest bearing deposits$1,000298
Employee Benefit & Retirement Trust Interest Bearing Deposits$1,070,000331
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$5,559,000188
State, county & municipal obligations,managed emp benft & retire-related$0339
Money market mutual Funds,managed emp benft & retire-related trust accnts$0631
Equity mutual funds,managed emp benft & retire-related trust accnts$110,000514
Other mutual funds,managed emp benft & retire-related trust accnts$65,000600
Common trust funds & collective investment funds,managd emp benft & retiremnt$077
Other short-term obligations, emp benft & retire-related trust accnts$051
Other notes and bonds,managed emp benft & retire-related trust accnts$10,326,000130
Investments in unregistered funds & private equity investmnts,emp benft & retire$0100
Other common & preferred stocks,managed emp benft & retire-related trust accts$10,601,000251
Real estate mortgages,managed emp benft & retire-related trust accnts$0138
Real Estate,managed emp benft & retire-related trust accnts$0183
Miscellaneous assets,managed emp benft & retire-related trust accnts$0394
Total all other managed assets:$15,712,000228
Noninterest-bearing Deposits, all other managed accounts$1,000198
Interest-bearing deposits, all other managed accounts$993,000183
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,161,000143
State, county and municipal obligations, all other managed accounts$0229
Money market mutual funds, all other managed accounts$0444
Equity mutual funds, all other managed accounts$0368
Other mutual funds, all other managed accounts$0368
Common trust funds and collective investment funds, all other managed account$056
Other short-term obligations, all other managed accounts$045
Other notes and bonds, all other managed accounts$5,961,000103
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$5,584,000158
Real Estate Mortgages, all other managed accounts$10,00059
Real estate, all other managed accounts$1,000168
Miscellaneous assets, all other managed accounts$1,000194
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accountsNANA
Managed personal trust&agency accnts & investmnt managemnt agency accountsNANA
Interest-bearing deposits managed personal trust and agency accounts and investmNANA
US Treasury & US government agency obligations, managed personal trust&agencyNANA
State, county and municipal obligations, managed personal trust&agency accts,NANA
Money market mutual funds, managed personal trust&agency accts, etc..NANA
Equity mutual funds, managed personal trust&agency accts, etc..NANA
Other mutual funds, managed personal trust&agency accts, etc..NANA
Common trust funds and collective investment funds, managed personal trust&agNANA
Other Short-term obligations, managed personal trust&agency accts, etc..NANA
Other Notes and Bonds, managed personal trust&agency accts, etc..NANA
Investmnts in unregistered funds&private equity investmnts,managd personal trustNANA
Other common and preferred stocks, managed personal trust&agency accts, etc..NANA
Real Estate Mortgages, managed personal trust&agency accts, etc..NANA
Real Estate, managed personal trust&agency accts, etc..NANA
Miscellaneous assets, managed personal trust&agency accts, etc..NANA
Managed employee benefit and retirements-related trust and agency acccountsNANA
Managed employee benefit & retirement trust noninterest bearing depositsNANA
Employee Benefit & Retirement Trust Interest Bearing DepositsNANA
U.S. treasury and U.S. government agency obligations,managed emp benft&retireNANA
State, county & municipal obligations,managed emp benft & retire-relatedNANA
Money market mutual Funds,managed emp benft & retire-related trust accntsNANA
Equity mutual funds,managed emp benft & retire-related trust accntsNANA
Other mutual funds,managed emp benft & retire-related trust accntsNANA
Common trust funds & collective investment funds,managd emp benft & retiremntNANA
Other short-term obligations, emp benft & retire-related trust accntsNANA
Other notes and bonds,managed emp benft & retire-related trust accntsNANA
Investments in unregistered funds & private equity investmnts,emp benft & retireNANA
Other common & preferred stocks,managed emp benft & retire-related trust acctsNANA
Real estate mortgages,managed emp benft & retire-related trust accntsNANA
Real Estate,managed emp benft & retire-related trust accntsNANA
Miscellaneous assets,managed emp benft & retire-related trust accntsNANA
Total all other managed assets:NANA
Noninterest-bearing Deposits, all other managed accountsNANA
Interest-bearing deposits, all other managed accountsNANA
U.S. treasury & U.S. government agency obligations, all other managed accountsNANA
State, county and municipal obligations, all other managed accountsNANA
Money market mutual funds, all other managed accountsNANA
Equity mutual funds, all other managed accountsNANA
Other mutual funds, all other managed accountsNANA
Common trust funds and collective investment funds, all other managed accountNANA
Other short-term obligations, all other managed accountsNANA
Other notes and bonds, all other managed accountsNANA
Investmnts in unregistered funds&private equity investmnts, all other managedNANA
Other common and preferred stocks, all other managed accountsNANA
Real Estate Mortgages, all other managed accountsNANA
Real estate, all other managed accountsNANA
Miscellaneous assets, all other managed accountsNANA