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Country Club Bank, Total Managed Assets held in Fiduciary Accounts

2025-03-31Rank
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
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$2,049,218,000116
Managed personal trust&agency accnts & investmnt managemnt agency accounts$1,151,00084
Interest-bearing deposits managed personal trust and agency accounts and investm$134,772,00040
US Treasury & US government agency obligations, managed personal trust&agency$239,452,00069
State, county and municipal obligations, managed personal trust&agency accts,$101,887,000132
Money market mutual funds, managed personal trust&agency accts, etc..$16,643,000337
Equity mutual funds, managed personal trust&agency accts, etc..$103,026,000219
Other mutual funds, managed personal trust&agency accts, etc..$50,932,000261
Common trust funds and collective investment funds, managed personal trust&ag$060
Other Short-term obligations, managed personal trust&agency accts, etc..$051
Other Notes and Bonds, managed personal trust&agency accts, etc..$12,675,000267
Investmnts in unregistered funds&private equity investmnts,managd personal trust$122,336,00056
Other common and preferred stocks, managed personal trust&agency accts, etc..$1,073,661,00080
Real Estate Mortgages, managed personal trust&agency accts, etc..$0308
Real Estate, managed personal trust&agency accts, etc..$34,094,000203
Miscellaneous assets, managed personal trust&agency accts, etc..$158,589,00071
Managed employee benefit and retirements-related trust and agency acccounts$362,257,000121
Managed employee benefit & retirement trust noninterest bearing deposits$374,00050
Employee Benefit & Retirement Trust Interest Bearing Deposits$29,673,00029
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$27,690,00077
State, county & municipal obligations,managed emp benft & retire-related$3,973,00061
Money market mutual Funds,managed emp benft & retire-related trust accnts$65,000438
Equity mutual funds,managed emp benft & retire-related trust accnts$29,514,000213
Other mutual funds,managed emp benft & retire-related trust accnts$22,455,000219
Common trust funds & collective investment funds,managd emp benft & retiremnt$032
Other short-term obligations, emp benft & retire-related trust accnts$028
Other notes and bonds,managed emp benft & retire-related trust accnts$17,143,000108
Investments in unregistered funds & private equity investmnts,emp benft & retire$173,00070
Other common & preferred stocks,managed emp benft & retire-related trust accts$231,167,00058
Real estate mortgages,managed emp benft & retire-related trust accnts$026
Real Estate,managed emp benft & retire-related trust accnts$0127
Miscellaneous assets,managed emp benft & retire-related trust accnts$30,000246
Total all other managed assets:$399,102,00088
Noninterest-bearing Deposits, all other managed accounts$2,000173
Interest-bearing deposits, all other managed accounts$37,652,00022
U.S. treasury & U.S. government agency obligations, all other managed accounts$64,754,00052
State, county and municipal obligations, all other managed accounts$7,298,00053
Money market mutual funds, all other managed accounts$677,000296
Equity mutual funds, all other managed accounts$29,950,000132
Other mutual funds, all other managed accounts$5,498,000224
Common trust funds and collective investment funds, all other managed account$070
Other short-term obligations, all other managed accounts$073
Other notes and bonds, all other managed accounts$17,810,00088
Investmnts in unregistered funds&private equity investmnts, all other managed$0113
Other common and preferred stocks, all other managed accounts$216,058,00045
Real Estate Mortgages, all other managed accounts$032
Real estate, all other managed accounts$240,000163
Miscellaneous assets, all other managed accounts$19,163,00031
2024-09-30Rank
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
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
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
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
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
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total managed assets held in fiduciary accounts
Total managed assets held in fiduciary accounts$1,864,368,000113
Managed personal trust&agency accnts & investmnt managemnt agency accounts$156,000231
Interest-bearing deposits managed personal trust and agency accounts and investm$179,949,00032
US Treasury & US government agency obligations, managed personal trust&agency$169,927,00090
State, county and municipal obligations, managed personal trust&agency accts,$114,673,000119
Money market mutual funds, managed personal trust&agency accts, etc..$4,528,000439
Equity mutual funds, managed personal trust&agency accts, etc..$90,231,000219
Other mutual funds, managed personal trust&agency accts, etc..$34,320,000291
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..$24,689,000197
Investmnts in unregistered funds&private equity investmnts,managd personal trust$124,560,00055
Other common and preferred stocks, managed personal trust&agency accts, etc..$928,417,00078
Real Estate Mortgages, managed personal trust&agency accts, etc..$22,000264
Real Estate, managed personal trust&agency accts, etc..$34,392,000203
Miscellaneous assets, managed personal trust&agency accts, etc..$158,504,00065
Managed employee benefit and retirements-related trust and agency acccounts$341,623,000122
Managed employee benefit & retirement trust noninterest bearing deposits$0254
Employee Benefit & Retirement Trust Interest Bearing Deposits$30,571,00031
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$20,339,00082
State, county & municipal obligations,managed emp benft & retire-related$3,462,00066
Money market mutual Funds,managed emp benft & retire-related trust accnts$65,000445
Equity mutual funds,managed emp benft & retire-related trust accnts$27,746,000218
Other mutual funds,managed emp benft & retire-related trust accnts$19,175,000227
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$22,390,00087
Investments in unregistered funds & private equity investmnts,emp benft & retire$133,00074
Other common & preferred stocks,managed emp benft & retire-related trust accts$217,677,00058
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$65,000230
Total all other managed assets:$372,345,00080
Noninterest-bearing Deposits, all other managed accounts$0230
Interest-bearing deposits, all other managed accounts$34,149,00021
U.S. treasury & U.S. government agency obligations, all other managed accounts$57,869,00050
State, county and municipal obligations, all other managed accounts$8,960,00049
Money market mutual funds, all other managed accounts$39,000408
Equity mutual funds, all other managed accounts$29,248,000121
Other mutual funds, all other managed accounts$4,970,000225
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$22,834,00071
Investmnts in unregistered funds&private equity investmnts, all other managed$0110
Other common and preferred stocks, all other managed accounts$195,637,00048
Real Estate Mortgages, all other managed accounts$038
Real estate, all other managed accounts$240,000163
Miscellaneous assets, all other managed accounts$18,399,00034
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$1,729,252,000120
Managed personal trust&agency accnts & investmnt managemnt agency accounts$83,000281
Interest-bearing deposits managed personal trust and agency accounts and investm$121,694,00040
US Treasury & US government agency obligations, managed personal trust&agency$147,485,00091
State, county and municipal obligations, managed personal trust&agency accts,$138,468,000103
Money market mutual funds, managed personal trust&agency accts, etc..$6,659,000413
Equity mutual funds, managed personal trust&agency accts, etc..$74,822,000235
Other mutual funds, managed personal trust&agency accts, etc..$39,522,000295
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..$33,293,000146
Investmnts in unregistered funds&private equity investmnts,managd personal trust$131,905,00055
Other common and preferred stocks, managed personal trust&agency accts, etc..$828,109,00087
Real Estate Mortgages, managed personal trust&agency accts, etc..$25,000294
Real Estate, managed personal trust&agency accts, etc..$33,107,000201
Miscellaneous assets, managed personal trust&agency accts, etc..$174,080,00066
Managed employee benefit and retirements-related trust and agency acccounts$315,467,000124
Managed employee benefit & retirement trust noninterest bearing deposits$25,000141
Employee Benefit & Retirement Trust Interest Bearing Deposits$22,473,00032
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$19,747,00075
State, county & municipal obligations,managed emp benft & retire-related$4,966,00059
Money market mutual Funds,managed emp benft & retire-related trust accnts$65,000454
Equity mutual funds,managed emp benft & retire-related trust accnts$23,370,000223
Other mutual funds,managed emp benft & retire-related trust accnts$26,435,000204
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$28,770,00082
Investments in unregistered funds & private equity investmnts,emp benft & retire$21,00097
Other common & preferred stocks,managed emp benft & retire-related trust accts$189,544,00062
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$51,000242
Total all other managed assets:$328,833,00087
Noninterest-bearing Deposits, all other managed accounts$11,000129
Interest-bearing deposits, all other managed accounts$25,184,00024
U.S. treasury & U.S. government agency obligations, all other managed accounts$49,043,00053
State, county and municipal obligations, all other managed accounts$9,548,00045
Money market mutual funds, all other managed accounts$46,000385
Equity mutual funds, all other managed accounts$31,032,000115
Other mutual funds, all other managed accounts$7,013,000195
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$31,044,00065
Investmnts in unregistered funds&private equity investmnts, all other managed$062
Other common and preferred stocks, all other managed accounts$163,906,00049
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$240,000166
Miscellaneous assets, all other managed accounts$11,766,00034
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$1,967,116,00095
Managed personal trust&agency accnts & investmnt managemnt agency accounts$24,000344
Interest-bearing deposits managed personal trust and agency accounts and investm$154,984,00023
US Treasury & US government agency obligations, managed personal trust&agency$27,091,000124
State, county and municipal obligations, managed personal trust&agency accts,$167,989,00082
Money market mutual funds, managed personal trust&agency accts, etc..$764,000511
Equity mutual funds, managed personal trust&agency accts, etc..$125,313,000178
Other mutual funds, managed personal trust&agency accts, etc..$113,127,000178
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..$44,273,000107
Investmnts in unregistered funds&private equity investmnts,managd personal trust$182,730,00034
Other common and preferred stocks, managed personal trust&agency accts, etc..$922,395,00078
Real Estate Mortgages, managed personal trust&agency accts, etc..$28,000285
Real Estate, managed personal trust&agency accts, etc..$29,646,000179
Miscellaneous assets, managed personal trust&agency accts, etc..$198,752,00047
Managed employee benefit and retirements-related trust and agency acccounts$374,278,000114
Managed employee benefit & retirement trust noninterest bearing deposits$112,00079
Employee Benefit & Retirement Trust Interest Bearing Deposits$39,841,00021
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,776,000140
State, county & municipal obligations,managed emp benft & retire-related$6,111,00054
Money market mutual Funds,managed emp benft & retire-related trust accnts$65,000446
Equity mutual funds,managed emp benft & retire-related trust accnts$37,307,000203
Other mutual funds,managed emp benft & retire-related trust accnts$42,236,000176
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$40,681,00061
Investments in unregistered funds & private equity investmnts,emp benft & retire$67,00076
Other common & preferred stocks,managed emp benft & retire-related trust accts$206,035,00060
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$47,000248
Total all other managed assets:$342,736,00069
Noninterest-bearing Deposits, all other managed accounts$0209
Interest-bearing deposits, all other managed accounts$23,784,00020
U.S. treasury & U.S. government agency obligations, all other managed accounts$23,268,00061
State, county and municipal obligations, all other managed accounts$9,679,00042
Money market mutual funds, all other managed accounts$35,000371
Equity mutual funds, all other managed accounts$38,574,000102
Other mutual funds, all other managed accounts$16,424,000140
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$37,966,00053
Investmnts in unregistered funds&private equity investmnts, all other managed$26,00045
Other common and preferred stocks, all other managed accounts$183,358,00043
Real Estate Mortgages, all other managed accounts$044
Real estate, all other managed accounts$240,000148
Miscellaneous assets, all other managed accounts$9,382,00033
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$1,629,173,000102
Managed personal trust&agency accnts & investmnt managemnt agency accounts$1,334,00062
Interest-bearing deposits managed personal trust and agency accounts and investm$131,305,00033
US Treasury & US government agency obligations, managed personal trust&agency$29,925,000124
State, county and municipal obligations, managed personal trust&agency accts,$175,732,00079
Money market mutual funds, managed personal trust&agency accts, etc..$664,000524
Equity mutual funds, managed personal trust&agency accts, etc..$81,474,000206
Other mutual funds, managed personal trust&agency accts, etc..$81,098,000195
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..$46,383,000107
Investmnts in unregistered funds&private equity investmnts,managd personal trust$219,245,00032
Other common and preferred stocks, managed personal trust&agency accts, etc..$717,113,00083
Real Estate Mortgages, managed personal trust&agency accts, etc..$808,000126
Real Estate, managed personal trust&agency accts, etc..$35,133,000156
Miscellaneous assets, managed personal trust&agency accts, etc..$108,959,00072
Managed employee benefit and retirements-related trust and agency acccounts$322,025,000119
Managed employee benefit & retirement trust noninterest bearing deposits$891,00028
Employee Benefit & Retirement Trust Interest Bearing Deposits$29,290,00032
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,756,000147
State, county & municipal obligations,managed emp benft & retire-related$7,338,00045
Money market mutual Funds,managed emp benft & retire-related trust accnts$343,000402
Equity mutual funds,managed emp benft & retire-related trust accnts$24,933,000212
Other mutual funds,managed emp benft & retire-related trust accnts$30,526,000192
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$45,411,00060
Investments in unregistered funds & private equity investmnts,emp benft & retire$13,892,00019
Other common & preferred stocks,managed emp benft & retire-related trust accts$167,377,00062
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$268,000191
Total all other managed assets:$286,676,00069
Noninterest-bearing Deposits, all other managed accounts$0215
Interest-bearing deposits, all other managed accounts$20,768,00025
U.S. treasury & U.S. government agency obligations, all other managed accounts$19,669,00061
State, county and municipal obligations, all other managed accounts$7,524,00046
Money market mutual funds, all other managed accounts$69,000356
Equity mutual funds, all other managed accounts$31,183,000111
Other mutual funds, all other managed accounts$12,241,000142
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$39,188,00050
Investmnts in unregistered funds&private equity investmnts, all other managed$26,00045
Other common and preferred stocks, all other managed accounts$147,699,00045
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$240,000150
Miscellaneous assets, all other managed accounts$8,069,00034
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$1,574,456,000102
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-19,0005,132
Interest-bearing deposits managed personal trust and agency accounts and investm$108,893,00036
US Treasury & US government agency obligations, managed personal trust&agency$44,364,000116
State, county and municipal obligations, managed personal trust&agency accts,$195,529,00078
Money market mutual funds, managed personal trust&agency accts, etc..$0675
Equity mutual funds, managed personal trust&agency accts, etc..$73,885,000201
Other mutual funds, managed personal trust&agency accts, etc..$54,540,000216
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..$57,340,00096
Investmnts in unregistered funds&private equity investmnts,managd personal trust$232,502,00030
Other common and preferred stocks, managed personal trust&agency accts, etc..$690,941,00078
Real Estate Mortgages, managed personal trust&agency accts, etc..$984,000125
Real Estate, managed personal trust&agency accts, etc..$31,224,000157
Miscellaneous assets, managed personal trust&agency accts, etc..$84,273,00079
Managed employee benefit and retirements-related trust and agency acccounts$305,711,000121
Managed employee benefit & retirement trust noninterest bearing deposits$0281
Employee Benefit & Retirement Trust Interest Bearing Deposits$23,339,00032
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$3,366,000140
State, county & municipal obligations,managed emp benft & retire-related$10,113,00038
Money market mutual Funds,managed emp benft & retire-related trust accnts$0499
Equity mutual funds,managed emp benft & retire-related trust accnts$22,433,000226
Other mutual funds,managed emp benft & retire-related trust accnts$14,124,000262
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$52,582,00053
Investments in unregistered funds & private equity investmnts,emp benft & retire$13,736,00018
Other common & preferred stocks,managed emp benft & retire-related trust accts$165,650,00059
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$368,000180
Total all other managed assets:$275,325,00068
Noninterest-bearing Deposits, all other managed accounts$0196
Interest-bearing deposits, all other managed accounts$14,952,00036
U.S. treasury & U.S. government agency obligations, all other managed accounts$34,362,00050
State, county and municipal obligations, all other managed accounts$8,159,00038
Money market mutual funds, all other managed accounts$30,000382
Equity mutual funds, all other managed accounts$26,058,000107
Other mutual funds, all other managed accounts$7,255,000165
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$42,215,00049
Investmnts in unregistered funds&private equity investmnts, all other managed$26,00046
Other common and preferred stocks, all other managed accounts$129,190,00046
Real Estate Mortgages, all other managed accounts$050
Real estate, all other managed accounts$212,000150
Miscellaneous assets, all other managed accounts$12,866,00031
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$1,415,704,00098
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-262,0005,387
Interest-bearing deposits managed personal trust and agency accounts and investm$87,514,00040
US Treasury & US government agency obligations, managed personal trust&agency$45,128,000112
State, county and municipal obligations, managed personal trust&agency accts,$205,030,00074
Money market mutual funds, managed personal trust&agency accts, etc..$0683
Equity mutual funds, managed personal trust&agency accts, etc..$54,012,000210
Other mutual funds, managed personal trust&agency accts, etc..$61,083,000190
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..$50,727,000109
Investmnts in unregistered funds&private equity investmnts,managd personal trust$221,549,00028
Other common and preferred stocks, managed personal trust&agency accts, etc..$577,301,00075
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,370,000105
Real Estate, managed personal trust&agency accts, etc..$30,297,000163
Miscellaneous assets, managed personal trust&agency accts, etc..$81,955,00078
Managed employee benefit and retirements-related trust and agency acccounts$255,720,000125
Managed employee benefit & retirement trust noninterest bearing deposits$6,000199
Employee Benefit & Retirement Trust Interest Bearing Deposits$20,569,00034
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$4,085,000133
State, county & municipal obligations,managed emp benft & retire-related$75,000280
Money market mutual Funds,managed emp benft & retire-related trust accnts$0511
Equity mutual funds,managed emp benft & retire-related trust accnts$17,180,000228
Other mutual funds,managed emp benft & retire-related trust accnts$14,600,000244
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$49,126,00056
Investments in unregistered funds & private equity investmnts,emp benft & retire$12,673,00019
Other common & preferred stocks,managed emp benft & retire-related trust accts$137,251,00058
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$155,000216
Total all other managed assets:$266,705,00066
Noninterest-bearing Deposits, all other managed accounts$-3,0005,372
Interest-bearing deposits, all other managed accounts$30,797,00019
U.S. treasury & U.S. government agency obligations, all other managed accounts$39,143,00049
State, county and municipal obligations, all other managed accounts$22,404,00023
Money market mutual funds, all other managed accounts$8,000402
Equity mutual funds, all other managed accounts$27,094,00094
Other mutual funds, all other managed accounts$5,293,000179
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$38,229,00052
Investmnts in unregistered funds&private equity investmnts, all other managed$744,00034
Other common and preferred stocks, all other managed accounts$91,603,00052
Real Estate Mortgages, all other managed accounts$054
Real estate, all other managed accounts$212,000152
Miscellaneous assets, all other managed accounts$11,181,00031
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$1,427,730,00099
Managed personal trust&agency accnts & investmnt managemnt agency accounts$93,000243
Interest-bearing deposits managed personal trust and agency accounts and investm$84,463,00039
US Treasury & US government agency obligations, managed personal trust&agency$34,735,000114
State, county and municipal obligations, managed personal trust&agency accts,$187,200,00078
Money market mutual funds, managed personal trust&agency accts, etc..$0691
Equity mutual funds, managed personal trust&agency accts, etc..$73,145,000195
Other mutual funds, managed personal trust&agency accts, etc..$56,182,000208
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..$48,804,000105
Investmnts in unregistered funds&private equity investmnts,managd personal trust$224,550,00028
Other common and preferred stocks, managed personal trust&agency accts, etc..$621,083,00076
Real Estate Mortgages, managed personal trust&agency accts, etc..$1,530,000104
Real Estate, managed personal trust&agency accts, etc..$33,259,000150
Miscellaneous assets, managed personal trust&agency accts, etc..$62,686,00080
Managed employee benefit and retirements-related trust and agency acccounts$280,474,000119
Managed employee benefit & retirement trust noninterest bearing deposits$337,00048
Employee Benefit & Retirement Trust Interest Bearing Deposits$15,925,00032
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$798,000197
State, county & municipal obligations,managed emp benft & retire-related$12,584,00027
Money market mutual Funds,managed emp benft & retire-related trust accnts$0505
Equity mutual funds,managed emp benft & retire-related trust accnts$18,187,000238
Other mutual funds,managed emp benft & retire-related trust accnts$19,729,000214
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$43,390,00058
Investments in unregistered funds & private equity investmnts,emp benft & retire$12,237,00017
Other common & preferred stocks,managed emp benft & retire-related trust accts$156,268,00060
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$1,019,000127
Total all other managed assets:$215,497,00071
Noninterest-bearing Deposits, all other managed accounts$0243
Interest-bearing deposits, all other managed accounts$8,536,00043
U.S. treasury & U.S. government agency obligations, all other managed accounts$21,552,00060
State, county and municipal obligations, all other managed accounts$9,141,00042
Money market mutual funds, all other managed accounts$27,000372
Equity mutual funds, all other managed accounts$33,585,00085
Other mutual funds, all other managed accounts$13,204,000114
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$31,516,00059
Investmnts in unregistered funds&private equity investmnts, all other managed$1,508,00033
Other common and preferred stocks, all other managed accounts$96,031,00054
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$203,000155
Miscellaneous assets, all other managed accounts$194,000135
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$1,371,308,00094
Managed personal trust&agency accnts & investmnt managemnt agency accounts$43,000330
Interest-bearing deposits managed personal trust and agency accounts and investm$108,316,00029
US Treasury & US government agency obligations, managed personal trust&agency$31,349,000108
State, county and municipal obligations, managed personal trust&agency accts,$185,220,00075
Money market mutual funds, managed personal trust&agency accts, etc..$0717
Equity mutual funds, managed personal trust&agency accts, etc..$44,718,000218
Other mutual funds, managed personal trust&agency accts, etc..$47,182,000211
Common trust funds and collective investment funds, managed personal trust&ag$4,478,00050
Other Short-term obligations, managed personal trust&agency accts, etc..$087
Other Notes and Bonds, managed personal trust&agency accts, etc..$52,072,00096
Investmnts in unregistered funds&private equity investmnts,managd personal trust$225,297,00024
Other common and preferred stocks, managed personal trust&agency accts, etc..$592,759,00073
Real Estate Mortgages, managed personal trust&agency accts, etc..$265,000269
Real Estate, managed personal trust&agency accts, etc..$26,821,000176
Miscellaneous assets, managed personal trust&agency accts, etc..$52,788,00089
Managed employee benefit and retirements-related trust and agency acccounts$250,442,000121
Managed employee benefit & retirement trust noninterest bearing deposits$-2,0005,863
Employee Benefit & Retirement Trust Interest Bearing Deposits$23,479,00030
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,290,000178
State, county & municipal obligations,managed emp benft & retire-related$13,010,00024
Money market mutual Funds,managed emp benft & retire-related trust accnts$0523
Equity mutual funds,managed emp benft & retire-related trust accnts$8,557,000286
Other mutual funds,managed emp benft & retire-related trust accnts$16,154,000223
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$39,348,00062
Investments in unregistered funds & private equity investmnts,emp benft & retire$11,177,00017
Other common & preferred stocks,managed emp benft & retire-related trust accts$136,097,00065
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$1,332,000120
Total all other managed assets:$75,048,000125
Noninterest-bearing Deposits, all other managed accounts$0219
Interest-bearing deposits, all other managed accounts$3,983,00082
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,473,000157
State, county and municipal obligations, all other managed accounts$3,829,00062
Money market mutual funds, all other managed accounts$92,000330
Equity mutual funds, all other managed accounts$6,850,000168
Other mutual funds, all other managed accounts$5,142,000166
Common trust funds and collective investment funds, all other managed account$195,00043
Other short-term obligations, all other managed accounts$037
Other notes and bonds, all other managed accounts$17,325,00077
Investmnts in unregistered funds&private equity investmnts, all other managed$051
Other common and preferred stocks, all other managed accounts$34,866,00089
Real Estate Mortgages, all other managed accounts$061
Real estate, all other managed accounts$203,000159
Miscellaneous assets, all other managed accounts$1,090,00081
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$1,276,958,00096
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-23,0006,135
Interest-bearing deposits managed personal trust and agency accounts and investm$71,447,00043
US Treasury & US government agency obligations, managed personal trust&agency$35,669,000105
State, county and municipal obligations, managed personal trust&agency accts,$195,196,00071
Money market mutual funds, managed personal trust&agency accts, etc..$25,744,000193
Equity mutual funds, managed personal trust&agency accts, etc..$24,199,000273
Other mutual funds, managed personal trust&agency accts, etc..$36,032,000239
Common trust funds and collective investment funds, managed personal trust&ag$4,889,00053
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$54,398,00097
Investmnts in unregistered funds&private equity investmnts,managd personal trust$216,674,00023
Other common and preferred stocks, managed personal trust&agency accts, etc..$529,831,00076
Real Estate Mortgages, managed personal trust&agency accts, etc..$266,000273
Real Estate, managed personal trust&agency accts, etc..$19,745,000224
Miscellaneous assets, managed personal trust&agency accts, etc..$62,891,00075
Managed employee benefit and retirements-related trust and agency acccounts$217,294,000128
Managed employee benefit & retirement trust noninterest bearing deposits$-21,0006,163
Employee Benefit & Retirement Trust Interest Bearing Deposits$17,445,00035
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$1,646,000167
State, county & municipal obligations,managed emp benft & retire-related$10,671,00033
Money market mutual Funds,managed emp benft & retire-related trust accnts$103,000471
Equity mutual funds,managed emp benft & retire-related trust accnts$4,721,000329
Other mutual funds,managed emp benft & retire-related trust accnts$10,823,000261
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$36,008,00065
Investments in unregistered funds & private equity investmnts,emp benft & retire$10,512,00016
Other common & preferred stocks,managed emp benft & retire-related trust accts$124,116,00067
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$1,270,000119
Total all other managed assets:$71,062,000128
Noninterest-bearing Deposits, all other managed accounts$-28,0006,166
Interest-bearing deposits, all other managed accounts$5,633,00059
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,130,000178
State, county and municipal obligations, all other managed accounts$3,650,00065
Money market mutual funds, all other managed accounts$465,000265
Equity mutual funds, all other managed accounts$2,038,000255
Other mutual funds, all other managed accounts$3,734,000193
Common trust funds and collective investment funds, all other managed account$184,00045
Other short-term obligations, all other managed accounts$038
Other notes and bonds, all other managed accounts$19,790,00071
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$31,931,00091
Real Estate Mortgages, all other managed accounts$065
Real estate, all other managed accounts$203,000167
Miscellaneous assets, all other managed accounts$2,332,00057
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$1,413,941,00087
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-62,0006,480
Interest-bearing deposits managed personal trust and agency accounts and investm$73,403,00040
US Treasury & US government agency obligations, managed personal trust&agency$13,764,000168
State, county and municipal obligations, managed personal trust&agency accts,$208,543,00065
Money market mutual funds, managed personal trust&agency accts, etc..$23,510,000203
Equity mutual funds, managed personal trust&agency accts, etc..$13,071,000361
Other mutual funds, managed personal trust&agency accts, etc..$50,889,000200
Common trust funds and collective investment funds, managed personal trust&ag$5,615,00054
Other Short-term obligations, managed personal trust&agency accts, etc..$0102
Other Notes and Bonds, managed personal trust&agency accts, etc..$72,044,00081
Investmnts in unregistered funds&private equity investmnts,managd personal trust$238,318,00021
Other common and preferred stocks, managed personal trust&agency accts, etc..$603,351,00066
Real Estate Mortgages, managed personal trust&agency accts, etc..$268,000271
Real Estate, managed personal trust&agency accts, etc..$19,606,000218
Miscellaneous assets, managed personal trust&agency accts, etc..$91,621,00063
Managed employee benefit and retirements-related trust and agency acccounts$219,574,000128
Managed employee benefit & retirement trust noninterest bearing deposits$28,000170
Employee Benefit & Retirement Trust Interest Bearing Deposits$15,144,00033
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$2,464,000161
State, county & municipal obligations,managed emp benft & retire-related$8,220,00045
Money market mutual Funds,managed emp benft & retire-related trust accnts$6,000553
Equity mutual funds,managed emp benft & retire-related trust accnts$2,449,000407
Other mutual funds,managed emp benft & retire-related trust accnts$12,130,000250
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$35,010,00066
Investments in unregistered funds & private equity investmnts,emp benft & retire$10,730,00018
Other common & preferred stocks,managed emp benft & retire-related trust accts$131,346,00066
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$2,047,00097
Total all other managed assets:$68,838,000130
Noninterest-bearing Deposits, all other managed accounts$-38,0006,490
Interest-bearing deposits, all other managed accounts$5,339,00062
U.S. treasury & U.S. government agency obligations, all other managed accounts$946,000189
State, county and municipal obligations, all other managed accounts$2,986,00065
Money market mutual funds, all other managed accounts$92,000356
Equity mutual funds, all other managed accounts$979,000300
Other mutual funds, all other managed accounts$5,128,000168
Common trust funds and collective investment funds, all other managed account$205,00047
Other short-term obligations, all other managed accounts$035
Other notes and bonds, all other managed accounts$17,318,00075
Investmnts in unregistered funds&private equity investmnts, all other managed$054
Other common and preferred stocks, all other managed accounts$32,741,00088
Real Estate Mortgages, all other managed accounts$067
Real estate, all other managed accounts$145,000167
Miscellaneous assets, all other managed accounts$2,997,00054
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$1,354,782,00086
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-15,0006,744
Interest-bearing deposits managed personal trust and agency accounts and investm$82,925,00030
US Treasury & US government agency obligations, managed personal trust&agency$20,183,000146
State, county and municipal obligations, managed personal trust&agency accts,$203,842,00066
Money market mutual funds, managed personal trust&agency accts, etc..$25,326,000194
Equity mutual funds, managed personal trust&agency accts, etc..$10,912,000374
Other mutual funds, managed personal trust&agency accts, etc..$43,267,000212
Common trust funds and collective investment funds, managed personal trust&ag$5,662,00056
Other Short-term obligations, managed personal trust&agency accts, etc..$092
Other Notes and Bonds, managed personal trust&agency accts, etc..$71,623,00076
Investmnts in unregistered funds&private equity investmnts,managd personal trust$234,010,00022
Other common and preferred stocks, managed personal trust&agency accts, etc..$545,687,00072
Real Estate Mortgages, managed personal trust&agency accts, etc..$270,000289
Real Estate, managed personal trust&agency accts, etc..$16,347,000234
Miscellaneous assets, managed personal trust&agency accts, etc..$94,743,00059
Managed employee benefit and retirements-related trust and agency acccounts$199,796,000129
Managed employee benefit & retirement trust noninterest bearing deposits$-15,0006,786
Employee Benefit & Retirement Trust Interest Bearing Deposits$16,365,00032
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$3,618,000142
State, county & municipal obligations,managed emp benft & retire-related$7,478,00041
Money market mutual Funds,managed emp benft & retire-related trust accnts$343,000431
Equity mutual funds,managed emp benft & retire-related trust accnts$2,451,000385
Other mutual funds,managed emp benft & retire-related trust accnts$11,503,000244
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$31,535,00067
Investments in unregistered funds & private equity investmnts,emp benft & retire$9,384,00018
Other common & preferred stocks,managed emp benft & retire-related trust accts$115,943,00067
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$1,191,000129
Total all other managed assets:$62,020,000131
Noninterest-bearing Deposits, all other managed accounts$-1,0006,769
Interest-bearing deposits, all other managed accounts$4,901,00066
U.S. treasury & U.S. government agency obligations, all other managed accounts$1,443,000171
State, county and municipal obligations, all other managed accounts$2,880,00068
Money market mutual funds, all other managed accounts$135,000335
Equity mutual funds, all other managed accounts$885,000320
Other mutual funds, all other managed accounts$4,645,000175
Common trust funds and collective investment funds, all other managed account$198,00047
Other short-term obligations, all other managed accounts$034
Other notes and bonds, all other managed accounts$13,833,00076
Investmnts in unregistered funds&private equity investmnts, all other managed$053
Other common and preferred stocks, all other managed accounts$29,633,00086
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$145,000156
Miscellaneous assets, all other managed accounts$3,323,00052
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$987,634,000100
Managed personal trust&agency accnts & investmnt managemnt agency accounts$65,000321
Interest-bearing deposits managed personal trust and agency accounts and investm$66,332,00040
US Treasury & US government agency obligations, managed personal trust&agency$28,536,000125
State, county and municipal obligations, managed personal trust&agency accts,$218,533,00064
Money market mutual funds, managed personal trust&agency accts, etc..$47,479,000131
Equity mutual funds, managed personal trust&agency accts, etc..$7,444,000395
Other mutual funds, managed personal trust&agency accts, etc..$25,309,000273
Common trust funds and collective investment funds, managed personal trust&ag$4,834,00064
Other Short-term obligations, managed personal trust&agency accts, etc..$0108
Other Notes and Bonds, managed personal trust&agency accts, etc..$73,772,00075
Investmnts in unregistered funds&private equity investmnts,managd personal trust$40,571,00040
Other common and preferred stocks, managed personal trust&agency accts, etc..$412,598,00071
Real Estate Mortgages, managed personal trust&agency accts, etc..$273,000305
Real Estate, managed personal trust&agency accts, etc..$13,791,000244
Miscellaneous assets, managed personal trust&agency accts, etc..$48,097,00080
Managed employee benefit and retirements-related trust and agency acccounts$166,526,000129
Managed employee benefit & retirement trust noninterest bearing deposits$667,00027
Employee Benefit & Retirement Trust Interest Bearing Deposits$14,958,00031
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$5,313,000129
State, county & municipal obligations,managed emp benft & retire-related$8,035,00038
Money market mutual Funds,managed emp benft & retire-related trust accnts$0586
Equity mutual funds,managed emp benft & retire-related trust accnts$2,988,000351
Other mutual funds,managed emp benft & retire-related trust accnts$6,514,000312
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$32,213,00063
Investments in unregistered funds & private equity investmnts,emp benft & retire$8,885,00025
Other common & preferred stocks,managed emp benft & retire-related trust accts$85,838,00071
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$1,115,000122
Total all other managed assets:$53,501,000130
Noninterest-bearing Deposits, all other managed accounts$0275
Interest-bearing deposits, all other managed accounts$3,276,00086
U.S. treasury & U.S. government agency obligations, all other managed accounts$2,309,000145
State, county and municipal obligations, all other managed accounts$3,053,00064
Money market mutual funds, all other managed accounts$185,000310
Equity mutual funds, all other managed accounts$759,000314
Other mutual funds, all other managed accounts$3,598,000180
Common trust funds and collective investment funds, all other managed account$155,00051
Other short-term obligations, all other managed accounts$036
Other notes and bonds, all other managed accounts$14,390,00070
Investmnts in unregistered funds&private equity investmnts, all other managed$058
Other common and preferred stocks, all other managed accounts$23,023,00090
Real Estate Mortgages, all other managed accounts$062
Real estate, all other managed accounts$145,000141
Miscellaneous assets, all other managed accounts$2,608,00051
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$928,130,000101
Managed personal trust&agency accnts & investmnt managemnt agency accounts$329,000138
Interest-bearing deposits managed personal trust and agency accounts and investm$51,636,00039
US Treasury & US government agency obligations, managed personal trust&agency$31,899,000121
State, county and municipal obligations, managed personal trust&agency accts,$242,169,00059
Money market mutual funds, managed personal trust&agency accts, etc..$39,942,000138
Equity mutual funds, managed personal trust&agency accts, etc..$7,633,000369
Other mutual funds, managed personal trust&agency accts, etc..$14,148,000344
Common trust funds and collective investment funds, managed personal trust&ag$5,314,00066
Other Short-term obligations, managed personal trust&agency accts, etc..$0104
Other Notes and Bonds, managed personal trust&agency accts, etc..$70,296,00076
Investmnts in unregistered funds&private equity investmnts,managd personal trust$43,683,00037
Other common and preferred stocks, managed personal trust&agency accts, etc..$369,331,00076
Real Estate Mortgages, managed personal trust&agency accts, etc..$275,000314
Real Estate, managed personal trust&agency accts, etc..$6,719,000377
Miscellaneous assets, managed personal trust&agency accts, etc..$44,756,00070
Managed employee benefit and retirements-related trust and agency acccounts$147,736,000131
Managed employee benefit & retirement trust noninterest bearing deposits$24,000175
Employee Benefit & Retirement Trust Interest Bearing Deposits$11,926,00040
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$7,661,000118
State, county & municipal obligations,managed emp benft & retire-related$7,829,00037
Money market mutual Funds,managed emp benft & retire-related trust accnts$0586
Equity mutual funds,managed emp benft & retire-related trust accnts$1,719,000386
Other mutual funds,managed emp benft & retire-related trust accnts$2,437,000392
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$31,691,00062
Investments in unregistered funds & private equity investmnts,emp benft & retire$8,713,00020
Other common & preferred stocks,managed emp benft & retire-related trust accts$74,693,00074
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$1,043,000117
Total all other managed assets:$49,807,000125
Noninterest-bearing Deposits, all other managed accounts$0263
Interest-bearing deposits, all other managed accounts$3,663,00069
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,392,000134
State, county and municipal obligations, all other managed accounts$2,703,00068
Money market mutual funds, all other managed accounts$18,000396
Equity mutual funds, all other managed accounts$699,000303
Other mutual funds, all other managed accounts$2,825,000171
Common trust funds and collective investment funds, all other managed account$139,00048
Other short-term obligations, all other managed accounts$039
Other notes and bonds, all other managed accounts$14,478,00070
Investmnts in unregistered funds&private equity investmnts, all other managed$046
Other common and preferred stocks, all other managed accounts$19,274,00095
Real Estate Mortgages, all other managed accounts$057
Real estate, all other managed accounts$145,000136
Miscellaneous assets, all other managed accounts$2,471,00050
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$923,574,000102
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-13,0007,591
Interest-bearing deposits managed personal trust and agency accounts and investm$77,264,00030
US Treasury & US government agency obligations, managed personal trust&agency$53,830,000110
State, county and municipal obligations, managed personal trust&agency accts,$222,688,00060
Money market mutual funds, managed personal trust&agency accts, etc..$31,017,000154
Equity mutual funds, managed personal trust&agency accts, etc..$7,649,000382
Other mutual funds, managed personal trust&agency accts, etc..$6,662,000460
Common trust funds and collective investment funds, managed personal trust&ag$5,545,00074
Other Short-term obligations, managed personal trust&agency accts, etc..$0126
Other Notes and Bonds, managed personal trust&agency accts, etc..$59,138,00089
Investmnts in unregistered funds&private equity investmnts,managd personal trust$51,563,00036
Other common and preferred stocks, managed personal trust&agency accts, etc..$372,122,00076
Real Estate Mortgages, managed personal trust&agency accts, etc..$275,000319
Real Estate, managed personal trust&agency accts, etc..$4,313,000490
Miscellaneous assets, managed personal trust&agency accts, etc..$31,521,00097
Managed employee benefit and retirements-related trust and agency acccounts$146,637,000134
Managed employee benefit & retirement trust noninterest bearing deposits$-9,0007,632
Employee Benefit & Retirement Trust Interest Bearing Deposits$8,616,00059
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$10,163,000113
State, county & municipal obligations,managed emp benft & retire-related$6,610,00038
Money market mutual Funds,managed emp benft & retire-related trust accnts$0617
Equity mutual funds,managed emp benft & retire-related trust accnts$1,676,000411
Other mutual funds,managed emp benft & retire-related trust accnts$1,246,000463
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$29,676,00065
Investments in unregistered funds & private equity investmnts,emp benft & retire$8,928,00026
Other common & preferred stocks,managed emp benft & retire-related trust accts$78,264,00070
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$1,467,000118
Total all other managed assets:$31,750,000169
Noninterest-bearing Deposits, all other managed accounts$-20,0007,645
Interest-bearing deposits, all other managed accounts$1,873,000118
U.S. treasury & U.S. government agency obligations, all other managed accounts$3,777,000136
State, county and municipal obligations, all other managed accounts$2,040,00075
Money market mutual funds, all other managed accounts$18,000407
Equity mutual funds, all other managed accounts$272,000347
Other mutual funds, all other managed accounts$1,105,000241
Common trust funds and collective investment funds, all other managed account$148,00054
Other short-term obligations, all other managed accounts$055
Other notes and bonds, all other managed accounts$7,357,00095
Investmnts in unregistered funds&private equity investmnts, all other managed$050
Other common and preferred stocks, all other managed accounts$14,621,000114
Real Estate Mortgages, all other managed accounts$066
Real estate, all other managed accounts$145,000143
Miscellaneous assets, all other managed accounts$414,00095
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$877,034,00093
Managed personal trust&agency accnts & investmnt managemnt agency accounts$-22,0007,952
Interest-bearing deposits managed personal trust and agency accounts and investm$37,518,00066
US Treasury & US government agency obligations, managed personal trust&agency$78,504,00092
State, county and municipal obligations, managed personal trust&agency accts,$202,249,00061
Money market mutual funds, managed personal trust&agency accts, etc..$56,489,000107
Equity mutual funds, managed personal trust&agency accts, etc..$9,067,000311
Other mutual funds, managed personal trust&agency accts, etc..$4,139,000472
Common trust funds and collective investment funds, managed personal trust&ag$6,143,00073
Other Short-term obligations, managed personal trust&agency accts, etc..$0131
Other Notes and Bonds, managed personal trust&agency accts, etc..$52,059,00087
Investmnts in unregistered funds&private equity investmnts,managd personal trust$111,129,00029
Other common and preferred stocks, managed personal trust&agency accts, etc..$262,354,00088
Real Estate Mortgages, managed personal trust&agency accts, etc..$276,000311
Real Estate, managed personal trust&agency accts, etc..$5,667,000412
Miscellaneous assets, managed personal trust&agency accts, etc..$51,462,00065
Managed employee benefit and retirements-related trust and agency acccounts$125,866,000138
Managed employee benefit & retirement trust noninterest bearing deposits$2,000279
Employee Benefit & Retirement Trust Interest Bearing Deposits$13,909,00035
U.S. treasury and U.S. government agency obligations,managed emp benft&retire$13,061,000116
State, county & municipal obligations,managed emp benft & retire-related$3,199,00046
Money market mutual Funds,managed emp benft & retire-related trust accnts$0631
Equity mutual funds,managed emp benft & retire-related trust accnts$1,757,000359
Other mutual funds,managed emp benft & retire-related trust accnts$485,000503
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$24,813,00069
Investments in unregistered funds & private equity investmnts,emp benft & retire$8,441,00027
Other common & preferred stocks,managed emp benft & retire-related trust accts$59,049,00079
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$1,150,000124
Total all other managed assets:$24,517,000180
Noninterest-bearing Deposits, all other managed accounts$1,000198
Interest-bearing deposits, all other managed accounts$3,104,00080
U.S. treasury & U.S. government agency obligations, all other managed accounts$4,266,000128
State, county and municipal obligations, all other managed accounts$508,000101
Money market mutual funds, all other managed accounts$0444
Equity mutual funds, all other managed accounts$592,000265
Other mutual funds, all other managed accounts$97,000321
Common trust funds and collective investment funds, all other managed account$135,00053
Other short-term obligations, all other managed accounts$045
Other notes and bonds, all other managed accounts$5,048,000109
Investmnts in unregistered funds&private equity investmnts, all other managed$047
Other common and preferred stocks, all other managed accounts$10,507,000126
Real Estate Mortgages, all other managed accounts$064
Real estate, all other managed accounts$145,000138
Miscellaneous assets, all other managed accounts$114,000122
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$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
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$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
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$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
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$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
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$02,389
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
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$02,411
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
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$02,428
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
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$02,445
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
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$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
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$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
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$02,478
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
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$02,497
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
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$02,505
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
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$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
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$02,529
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
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$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
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$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
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$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
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$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
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$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
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$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
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$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
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$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
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$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
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$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
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$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
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$02,623
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
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