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Countybank, Total Fiduciary and Related Assets

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0380
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0360
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0279
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$075
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0306
Other fiduciary accounts, managed assets$0107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0266
Employee benefit-defined benefit accounts, non-managed Assets$0114
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0117
Investment management and advisory agency accounts, non-managed assets$0199
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0383
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Total fiduciary and related assets$194,443,000493
Managed Assets ($)$115,860,000523
Personal trust and agency accounts, managed assets$50,183,000508
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0394
Employee benefit-defined benefit accounts, managed assets$0264
Other employee benefit and retirement-related accounts, managed assets$15,060,000419
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$41,418,000468
Foundation and endowment trust and agency accounts, managed assets$9,199,000359
Other fiduciary accounts, managed assets$0237
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,060,000413
Investments of managed fiduciary accts in advised or sponsored mutual funds$047
Non-managed Assets ($)$78,583,000313
Personal trust and agency accounts, non-managed assets$0624
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0370
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$77,812,00066
Corporate trust and agency accounts, non-managed assets$0219
Investment management and advisory agency accounts, non-managed assets$771,000257
Foundation and endowment trust and agency accounts, non-managed assets$0200
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$906,160,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$77,812,00066
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0358
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0277
Employee benefit-defined benefit accounts, managed assets$0215
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0303
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0366
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0203
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0384
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0457
Managed Assets ($)$0450
Personal trust and agency accounts, managed assets$0438
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0452
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0458
Foundation and endowment trust and agency accounts, managed assets$0361
Other fiduciary accounts, managed assets$0154
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0435
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0303
Employee benefit-defined benefit accounts, non-managed Assets$0127
Other retirement accounts, non-managed assets$0388
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0248
Foundation and endowment trust and agency accounts, non-managed assets$0169
Other fiduciary accounts, non-managed assets$0123
Memoranda
Custody and safekeeping accounts, non-managed assets$0454
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0376
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Personal trust and agency accounts, managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0286
Employee benefit-defined benefit accounts, managed assets$0217
Other employee benefit and retirement-related accounts, managed assets$0380
Corporate trust and agency accounts, managed assets$066
Investment management and investment advisory agency accounts, managed assets$0342
Foundation and endowment trust and agency accounts, managed assets$0307
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0371
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0257
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0256
Foundation and endowment trust and agency accounts, non-managed assets$0195
Other fiduciary accounts, non-managed assets$092
Memoranda
Custody and safekeeping accounts, non-managed assets$0348
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$188,377,000487
Managed Assets ($)$113,810,000516
Personal trust and agency accounts, managed assets$45,723,000527
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0407
Employee benefit-defined benefit accounts, managed assets$0271
Other employee benefit and retirement-related accounts, managed assets$15,341,000413
Corporate trust and agency accounts, managed assets$0182
Investment management and investment advisory agency accounts, managed assets$41,818,000427
Foundation and endowment trust and agency accounts, managed assets$10,928,000329
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,341,000403
Investments of managed fiduciary accts in advised or sponsored mutual funds$050
Non-managed Assets ($)$74,567,000317
Personal trust and agency accounts, non-managed assets$0630
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0356
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$74,567,00072
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0392
Foundation and endowment trust and agency accounts, non-managed assets$0245
Other fiduciary accounts, non-managed assets$0179
Memoranda
Custody and safekeeping accounts, non-managed assets$968,407,000104
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$74,567,00068
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Personal trust and agency accounts, managed assets$0355
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0280
Employee benefit-defined benefit accounts, managed assets$0208
Other employee benefit and retirement-related accounts, managed assets$0371
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0333
Foundation and endowment trust and agency accounts, managed assets$0298
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0247
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$0251
Foundation and endowment trust and agency accounts, non-managed assets$0192
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0340
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0448
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0427
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0326
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$0437
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$0399
Foundation and endowment trust and agency accounts, managed assets$0348
Other fiduciary accounts, managed assets$0152
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0428
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0433
Personal trust and agency accounts, non-managed assets$0364
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$0119
Other retirement accounts, non-managed assets$0379
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0288
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0402
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0369
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Personal trust and agency accounts, managed assets$0365
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0244
Employee benefit-defined benefit accounts, managed assets$0170
Other employee benefit and retirement-related accounts, managed assets$0335
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$0341
Foundation and endowment trust and agency accounts, managed assets$0305
Other fiduciary accounts, managed assets$0106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0373
Personal trust and agency accounts, non-managed assets$0305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0229
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$0209
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0347
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$174,535,000497
Managed Assets ($)$105,800,000531
Personal trust and agency accounts, managed assets$56,722,000497
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0385
Employee benefit-defined benefit accounts, managed assets$0236
Other employee benefit and retirement-related accounts, managed assets$15,334,000409
Corporate trust and agency accounts, managed assets$0150
Investment management and investment advisory agency accounts, managed assets$23,516,000488
Foundation and endowment trust and agency accounts, managed assets$10,228,000335
Other fiduciary accounts, managed assets$0208
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,334,000393
Investments of managed fiduciary accts in advised or sponsored mutual funds$051
Non-managed Assets ($)$68,735,000321
Personal trust and agency accounts, non-managed assets$0641
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0360
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$68,735,00070
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assets$0356
Foundation and endowment trust and agency accounts, non-managed assets$0205
Other fiduciary accounts, non-managed assets$0163
Memoranda
Custody and safekeeping accounts, non-managed assets$892,730,000113
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$68,735,00069
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Personal trust and agency accounts, managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0260
Employee benefit-defined benefit accounts, managed assets$0180
Other employee benefit and retirement-related accounts, managed assets$0351
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0357
Foundation and endowment trust and agency accounts, managed assets$0319
Other fiduciary accounts, managed assets$0103
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0340
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0246
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$0309
Corporate trust and agency accounts, non-managed assets$0106
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$091
Memoranda
Custody and safekeeping accounts, non-managed assets$0362
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0326
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0430
Managed Assets ($)$0422
Personal trust and agency accounts, managed assets$0416
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0284
Employee benefit-defined benefit accounts, managed assets$0188
Other employee benefit and retirement-related accounts, managed assets$0396
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$0397
Foundation and endowment trust and agency accounts, managed assets$0337
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0384
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0417
Personal trust and agency accounts, non-managed assets$0335
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0345
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0229
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$0397
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0371
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Personal trust and agency accounts, managed assets$0343
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0250
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0329
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0329
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0346
Personal trust and agency accounts, non-managed assets$0283
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0294
Corporate trust and agency accounts, non-managed assets$096
Investment management and advisory agency accounts, non-managed assets$0187
Foundation and endowment trust and agency accounts, non-managed assets$0136
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$0334
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0310
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$187,221,000467
Managed Assets ($)$99,481,000525
Personal trust and agency accounts, managed assets$49,263,000492
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0387
Employee benefit-defined benefit accounts, managed assets$0237
Other employee benefit and retirement-related accounts, managed assets$18,655,000394
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$28,090,000454
Foundation and endowment trust and agency accounts, managed assets$3,473,000395
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$18,655,000378
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$87,740,000274
Personal trust and agency accounts, non-managed assets$0617
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$87,740,00061
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$1,119,702,00095
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$87,740,00060
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Personal trust and agency accounts, managed assets$0333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0249
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0315
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0312
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0330
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0232
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$0283
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0296
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0409
Managed Assets ($)$0401
Personal trust and agency accounts, managed assets$0399
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0191
Other employee benefit and retirement-related accounts, managed assets$0378
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$0320
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0395
Personal trust and agency accounts, non-managed assets$0318
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$0375
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0352
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Personal trust and agency accounts, managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$0319
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$0315
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0309
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0332
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0288
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$0321
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0298
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$193,047,000451
Managed Assets ($)$102,185,000506
Personal trust and agency accounts, managed assets$55,622,000460
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,191,000322
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$17,583,000397
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$23,710,000461
Foundation and endowment trust and agency accounts, managed assets$3,079,000394
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$17,583,000379
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$90,862,000266
Personal trust and agency accounts, non-managed assets$0640
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$146,000350
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$88,345,00061
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$2,371,000218
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$959,598,00095
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$88,345,00059
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Personal trust and agency accounts, managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$0320
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0318
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0311
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0335
Personal trust and agency accounts, non-managed assets$0275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$0292
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$0320
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0304
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0406
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0393
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$0373
Foundation and endowment trust and agency accounts, managed assets$0314
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0264
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0353
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0351
Managed Assets ($)$0342
Personal trust and agency accounts, managed assets$0338
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0257
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$0323
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0320
Foundation and endowment trust and agency accounts, managed assets$0280
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0338
Personal trust and agency accounts, non-managed assets$0278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$0326
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0309
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$245,959,000394
Managed Assets ($)$140,851,000446
Personal trust and agency accounts, managed assets$56,814,000451
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,511,000145
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$22,397,000357
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$31,012,000429
Foundation and endowment trust and agency accounts, managed assets$3,117,000390
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,397,000337
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$105,108,000242
Personal trust and agency accounts, non-managed assets$0664
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,318,000299
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$90,034,00059
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$10,756,000131
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$860,918,00098
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$90,034,00058
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0357
Managed Assets ($)$0349
Personal trust and agency accounts, managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0259
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$0328
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$0326
Foundation and endowment trust and agency accounts, managed assets$0281
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0315
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0341
Personal trust and agency accounts, non-managed assets$0281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0241
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$0299
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$0142
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$0329
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0312
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$258,667,000375
Managed Assets ($)$151,716,000358
Personal trust and agency accounts, managed assets$57,656,000342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,755,000133
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$29,329,000285
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$34,046,000328
Foundation and endowment trust and agency accounts, managed assets$2,930,000284
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$29,329,000274
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$106,951,000232
Personal trust and agency accounts, non-managed assets$1,145,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,152,000225
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$93,321,00057
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$8,333,000108
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$840,910,00089
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$93,321,00052
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$270,805,000374
Managed Assets ($)$164,196,000358
Personal trust and agency accounts, managed assets$57,016,000347
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,042,000113
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$34,400,000270
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$27,825,000335
Foundation and endowment trust and agency accounts, managed assets$6,913,000261
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$28,043,000279
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$106,609,000229
Personal trust and agency accounts, non-managed assets$1,097,000270
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,759,000227
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$92,722,00057
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$8,031,000113
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$827,701,00091
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$92,744,00050
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$296,023,000354
Managed Assets ($)$154,127,000409
Personal trust and agency accounts, managed assets$58,076,000432
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,194,000121
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$32,430,000287
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$22,136,000466
Foundation and endowment trust and agency accounts, managed assets$6,291,000333
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,099,000301
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$141,896,000206
Personal trust and agency accounts, non-managed assets$966,000454
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,361,000304
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$129,081,00047
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$7,488,000151
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$767,233,00095
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$129,143,00041
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$393,508,000321
Managed Assets ($)$248,953,000341
Personal trust and agency accounts, managed assets$63,350,000336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$113,082,00074
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$39,668,000260
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$25,719,000339
Foundation and endowment trust and agency accounts, managed assets$7,134,000261
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$29,608,000273
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$144,555,000204
Personal trust and agency accounts, non-managed assets$5,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,838,000223
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$138,396,00047
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$316,000192
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$874,278,00088
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$138,396,00042
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$386,771,000321
Managed Assets ($)$242,410,000344
Personal trust and agency accounts, managed assets$60,145,000342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$112,031,00073
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$38,368,000263
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$23,854,000340
Foundation and endowment trust and agency accounts, managed assets$8,012,000261
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$28,241,000278
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$144,361,000208
Personal trust and agency accounts, non-managed assets$5,000307
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,592,000225
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$138,459,00047
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$305,000192
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$856,060,00088
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$138,459,00040
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$390,230,000322
Managed Assets ($)$241,109,000343
Personal trust and agency accounts, managed assets$55,581,000348
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$116,100,00070
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$37,391,000264
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$24,119,000341
Foundation and endowment trust and agency accounts, managed assets$7,918,000260
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$37,391,000253
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$149,121,000208
Personal trust and agency accounts, non-managed assets$2,005,000260
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,572,000228
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$141,544,00049
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$869,347,00089
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$139,191,00043
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$244,522,000400
Managed Assets ($)$240,198,000352
Personal trust and agency accounts, managed assets$56,271,000457
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$115,162,00069
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$37,734,000281
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$23,084,000476
Foundation and endowment trust and agency accounts, managed assets$7,947,000316
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$37,734,000270
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$4,324,000670
Personal trust and agency accounts, non-managed assets$0711
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,896,000321
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$428,000582
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$984,438,00091
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$140,859,00045
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$241,762,000381
Managed Assets ($)$231,488,000349
Personal trust and agency accounts, managed assets$55,198,000338
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$111,143,00069
Employee benefit-defined benefit accounts, managed assets$3,000204
Other employee benefit and retirement-related accounts, managed assets$36,329,000265
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$21,141,000344
Foundation and endowment trust and agency accounts, managed assets$7,674,000254
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$36,329,000255
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,274,000344
Personal trust and agency accounts, non-managed assets$6,130,000220
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,708,000234
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$436,000306
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$969,225,00087
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$129,913,00043
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$258,565,000379
Managed Assets ($)$248,186,000342
Personal trust and agency accounts, managed assets$55,162,000340
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$133,807,00062
Employee benefit-defined benefit accounts, managed assets$3,199,000170
Other employee benefit and retirement-related accounts, managed assets$32,461,000273
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$16,022,000350
Foundation and endowment trust and agency accounts, managed assets$7,535,000255
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$32,461,000263
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,379,000343
Personal trust and agency accounts, non-managed assets$6,033,000223
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,956,000239
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$390,000313
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$1,014,650,00087
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$132,902,00044
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$544,410,000258
Managed Assets ($)$540,129,000224
Personal trust and agency accounts, managed assets$54,412,000343
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$407,745,00029
Employee benefit-defined benefit accounts, managed assets$3,158,000175
Other employee benefit and retirement-related accounts, managed assets$50,658,000221
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$16,716,000353
Foundation and endowment trust and agency accounts, managed assets$7,440,000258
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$50,658,000211
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,281,000371
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,847,000237
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$434,000315
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$1,020,200,00083
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$128,644,00043
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$633,569,000236
Managed Assets ($)$536,846,000220
Personal trust and agency accounts, managed assets$53,803,000453
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$390,188,00028
Employee benefit-defined benefit accounts, managed assets$25,158,000120
Other employee benefit and retirement-related accounts, managed assets$43,858,000245
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$16,678,000507
Foundation and endowment trust and agency accounts, managed assets$7,161,000319
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$43,858,000234
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$96,723,000247
Personal trust and agency accounts, non-managed assets$0726
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,205,000334
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$93,235,00057
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$283,000300
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$909,949,00089
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$131,727,00046
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$670,092,000231
Managed Assets ($)$559,339,000218
Personal trust and agency accounts, managed assets$53,377,000346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$412,800,00028
Employee benefit-defined benefit accounts, managed assets$25,525,000115
Other employee benefit and retirement-related accounts, managed assets$43,338,000235
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$17,215,000350
Foundation and endowment trust and agency accounts, managed assets$7,084,000254
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$43,338,000224
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$110,753,000222
Personal trust and agency accounts, non-managed assets$0323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,045,000238
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$106,434,00054
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$1,274,000163
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$891,493,00085
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$136,036,00042
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$654,459,000234
Managed Assets ($)$544,508,000221
Personal trust and agency accounts, managed assets$53,306,000348
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$401,325,00029
Employee benefit-defined benefit accounts, managed assets$25,817,000116
Other employee benefit and retirement-related accounts, managed assets$40,862,000242
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$17,284,000352
Foundation and endowment trust and agency accounts, managed assets$5,914,000258
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$40,862,000231
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$109,951,000226
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,926,000238
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$105,724,00055
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$1,301,000170
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$889,956,00084
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$134,429,00042
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$646,176,000232
Managed Assets ($)$533,771,000222
Personal trust and agency accounts, managed assets$51,345,000349
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$397,476,00029
Employee benefit-defined benefit accounts, managed assets$26,686,000117
Other employee benefit and retirement-related accounts, managed assets$38,838,000242
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$13,561,000352
Foundation and endowment trust and agency accounts, managed assets$5,865,000262
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$38,838,000230
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,405,000214
Personal trust and agency accounts, non-managed assets$1,100,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,809,000240
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$105,363,00054
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$3,133,000140
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$860,174,00085
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$132,953,00044
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$661,455,000230
Managed Assets ($)$523,824,000223
Personal trust and agency accounts, managed assets$50,469,000474
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$393,655,00029
Employee benefit-defined benefit accounts, managed assets$25,494,000122
Other employee benefit and retirement-related accounts, managed assets$34,892,000266
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$13,408,000532
Foundation and endowment trust and agency accounts, managed assets$5,906,000342
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$34,892,000249
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$137,631,000206
Personal trust and agency accounts, non-managed assets$1,244,000476
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,768,000353
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$130,410,00052
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$3,209,000209
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$822,725,00087
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$130,410,00046
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$648,120,000229
Managed Assets ($)$184,420,000355
Personal trust and agency accounts, managed assets$50,019,000343
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$68,178,00088
Employee benefit-defined benefit accounts, managed assets$3,330,000181
Other employee benefit and retirement-related accounts, managed assets$43,846,000228
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$13,224,000349
Foundation and endowment trust and agency accounts, managed assets$5,823,000262
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$43,846,000216
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$463,700,000118
Personal trust and agency accounts, non-managed assets$1,206,000274
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$317,852,00076
Employee benefit-defined benefit accounts, non-managed Assets$21,514,00094
Other retirement accounts, non-managed assets$119,908,00055
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$3,220,000138
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$814,812,00088
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$119,908,00046
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$713,306,000226
Managed Assets ($)$200,399,000351
Personal trust and agency accounts, managed assets$52,238,000346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$71,399,00094
Employee benefit-defined benefit accounts, managed assets$3,515,000181
Other employee benefit and retirement-related accounts, managed assets$52,682,000215
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$14,394,000350
Foundation and endowment trust and agency accounts, managed assets$6,171,000261
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$52,682,000196
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$512,907,000120
Personal trust and agency accounts, non-managed assets$1,304,000277
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$359,877,00071
Employee benefit-defined benefit accounts, non-managed Assets$22,148,00096
Other retirement accounts, non-managed assets$125,942,00053
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$3,636,000135
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$1,672,983,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$125,942,00045
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$680,359,000234
Managed Assets ($)$545,762,000222
Personal trust and agency accounts, managed assets$53,059,000348
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$398,310,00028
Employee benefit-defined benefit accounts, managed assets$25,503,000118
Other employee benefit and retirement-related accounts, managed assets$47,306,000230
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$15,372,000346
Foundation and endowment trust and agency accounts, managed assets$6,212,000260
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$47,306,000210
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$134,597,000203
Personal trust and agency accounts, non-managed assets$1,196,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,789,000244
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$126,134,00053
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$4,478,000128
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$839,250,00089
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$126,134,00046
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$685,629,000230
Managed Assets ($)$543,345,000219
Personal trust and agency accounts, managed assets$53,084,000474
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$390,575,00030
Employee benefit-defined benefit accounts, managed assets$24,721,000126
Other employee benefit and retirement-related accounts, managed assets$52,966,000219
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$15,847,000524
Foundation and endowment trust and agency accounts, managed assets$6,152,000334
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$52,966,000196
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$142,284,000194
Personal trust and agency accounts, non-managed assets$1,190,000494
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,707,000256
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$123,802,00053
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$4,585,000170
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$809,990,00092
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$123,802,00049
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$689,856,000228
Managed Assets ($)$539,182,000216
Personal trust and agency accounts, managed assets$53,487,000345
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$391,356,00028
Employee benefit-defined benefit accounts, managed assets$24,003,000119
Other employee benefit and retirement-related accounts, managed assets$48,030,000224
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$16,029,000345
Foundation and endowment trust and agency accounts, managed assets$6,277,000254
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$48,030,000202
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$150,674,000192
Personal trust and agency accounts, non-managed assets$1,174,000279
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$24,974,000182
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$119,744,00054
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$4,782,000116
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$789,262,00092
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$119,744,00048
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$693,760,000225
Managed Assets ($)$543,191,000211
Personal trust and agency accounts, managed assets$53,218,000348
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$396,936,00027
Employee benefit-defined benefit accounts, managed assets$24,001,000119
Other employee benefit and retirement-related accounts, managed assets$47,261,000226
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$15,245,000347
Foundation and endowment trust and agency accounts, managed assets$6,530,000255
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$47,261,000204
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$150,569,000195
Personal trust and agency accounts, non-managed assets$1,215,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,572,000182
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$119,166,00054
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$4,616,000116
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$760,010,00095
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$119,166,00050
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$267,482,000375
Managed Assets ($)$229,687,000335
Personal trust and agency accounts, managed assets$52,285,000350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,116,000123
Employee benefit-defined benefit accounts, managed assets$23,465,000120
Other employee benefit and retirement-related accounts, managed assets$44,844,000229
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$10,632,000357
Foundation and endowment trust and agency accounts, managed assets$6,461,000252
Other fiduciary accounts, managed assets$52,884,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$44,844,000207
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$37,795,000303
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,746,000185
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$10,720,000171
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$1,329,00072
Memoranda
Custody and safekeeping accounts, non-managed assets$739,706,00097
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$107,207,00052
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$383,459,000311
Managed Assets ($)$252,449,000322
Personal trust and agency accounts, managed assets$51,676,000469
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$126,496,00062
Employee benefit-defined benefit accounts, managed assets$28,135,000114
Other employee benefit and retirement-related accounts, managed assets$28,452,000291
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$10,660,000562
Foundation and endowment trust and agency accounts, managed assets$7,030,000314
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$28,452,000268
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$131,010,000210
Personal trust and agency accounts, non-managed assets$0811
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,434,000204
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$105,576,00054
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$701,907,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$105,576,00055
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$353,950,000317
Managed Assets ($)$224,638,000319
Personal trust and agency accounts, managed assets$50,593,000333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$93,457,00077
Employee benefit-defined benefit accounts, managed assets$35,888,000102
Other employee benefit and retirement-related accounts, managed assets$27,156,000259
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$10,704,000337
Foundation and endowment trust and agency accounts, managed assets$6,840,000235
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$27,156,000240
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$129,312,000201
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,585,000174
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$102,727,00053
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$689,922,000101
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$102,727,00053
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$345,758,000315
Managed Assets ($)$220,369,000316
Personal trust and agency accounts, managed assets$49,226,000335
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$92,157,00076
Employee benefit-defined benefit accounts, managed assets$33,734,000105
Other employee benefit and retirement-related accounts, managed assets$26,023,000261
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$12,646,000334
Foundation and endowment trust and agency accounts, managed assets$6,583,000236
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,023,000239
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$125,389,000202
Personal trust and agency accounts, non-managed assets$0328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,074,000175
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$100,315,00055
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$699,048,00096
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$100,315,00055
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$347,686,000311
Managed Assets ($)$222,028,000313
Personal trust and agency accounts, managed assets$49,923,000333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$93,233,00076
Employee benefit-defined benefit accounts, managed assets$33,263,000110
Other employee benefit and retirement-related accounts, managed assets$24,701,000262
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$14,364,000334
Foundation and endowment trust and agency accounts, managed assets$6,544,000237
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,701,000239
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$125,658,000204
Personal trust and agency accounts, non-managed assets$0329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,902,000182
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$101,756,00053
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$710,237,00096
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$101,756,00053
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$328,531,000317
Managed Assets ($)$215,048,000324
Personal trust and agency accounts, managed assets$47,780,000462
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$92,654,00073
Employee benefit-defined benefit accounts, managed assets$31,328,000113
Other employee benefit and retirement-related accounts, managed assets$24,327,000292
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$12,950,000551
Foundation and endowment trust and agency accounts, managed assets$6,009,000313
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,327,000263
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$113,483,000227
Personal trust and agency accounts, non-managed assets$0842
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,705,000210
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$90,778,00054
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$665,767,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$90,778,00057
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$334,269,000309
Managed Assets ($)$219,671,000307
Personal trust and agency accounts, managed assets$48,738,000313
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$97,006,00075
Employee benefit-defined benefit accounts, managed assets$30,412,000114
Other employee benefit and retirement-related accounts, managed assets$22,569,000262
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$14,799,000322
Foundation and endowment trust and agency accounts, managed assets$6,147,000228
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,569,000238
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$114,598,000202
Personal trust and agency accounts, non-managed assets$0311
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,152,000176
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$91,446,00052
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$654,312,00098
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$91,446,00051
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$327,199,000304
Managed Assets ($)$217,895,000302
Personal trust and agency accounts, managed assets$48,239,000316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$95,378,00074
Employee benefit-defined benefit accounts, managed assets$28,863,000117
Other employee benefit and retirement-related accounts, managed assets$21,950,000259
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$15,367,000319
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$8,098,00049
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,950,000235
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$109,304,000205
Personal trust and agency accounts, non-managed assets$0314
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,912,000184
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$88,392,00052
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$665,913,00097
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$88,392,00053
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$331,122,000305
Managed Assets ($)$220,911,000303
Personal trust and agency accounts, managed assets$48,426,000316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$99,396,00071
Employee benefit-defined benefit accounts, managed assets$28,747,000119
Other employee benefit and retirement-related accounts, managed assets$22,336,000258
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$12,234,000327
Foundation and endowment trust and agency accounts, managed assets$9,772,000207
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,336,000232
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$110,211,000202
Personal trust and agency accounts, non-managed assets$0313
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,856,000182
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$88,355,00052
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$6,707,430,00047
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$88,355,00051
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$331,400,000301
Managed Assets ($)$234,112,000299
Personal trust and agency accounts, managed assets$47,108,000452
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$93,987,00070
Employee benefit-defined benefit accounts, managed assets$24,772,000126
Other employee benefit and retirement-related accounts, managed assets$19,323,000295
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$14,263,000531
Foundation and endowment trust and agency accounts, managed assets$34,659,000134
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0652
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$97,288,000227
Personal trust and agency accounts, non-managed assets$0854
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,059,000219
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$78,229,00052
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$639,760,000103
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0786
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$322,907,000293
Managed Assets ($)$228,825,000290
Personal trust and agency accounts, managed assets$45,590,000309
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$94,775,00072
Employee benefit-defined benefit accounts, managed assets$24,445,000123
Other employee benefit and retirement-related accounts, managed assets$15,066,000276
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$15,331,000324
Foundation and endowment trust and agency accounts, managed assets$33,618,000128
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,066,000249
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$94,082,000209
Personal trust and agency accounts, non-managed assets$0323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,387,000184
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$76,695,00053
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$628,941,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$76,695,00051
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$336,058,000292
Managed Assets ($)$238,712,000295
Personal trust and agency accounts, managed assets$49,720,000310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$92,001,00078
Employee benefit-defined benefit accounts, managed assets$24,166,000128
Other employee benefit and retirement-related accounts, managed assets$15,887,000281
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$16,981,000330
Foundation and endowment trust and agency accounts, managed assets$39,957,000119
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,887,000253
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$97,346,000213
Personal trust and agency accounts, non-managed assets$0327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$19,302,000183
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$78,044,00056
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$643,156,000101
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$78,044,00049
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$333,293,000295
Managed Assets ($)$230,860,000305
Personal trust and agency accounts, managed assets$49,913,000316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$89,205,00079
Employee benefit-defined benefit accounts, managed assets$19,931,000130
Other employee benefit and retirement-related accounts, managed assets$15,432,000282
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$16,145,000335
Foundation and endowment trust and agency accounts, managed assets$40,234,000112
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,432,000248
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$102,433,000214
Personal trust and agency accounts, non-managed assets$934,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,493,000177
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$78,006,00057
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$601,970,000103
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$78,005,00050
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$310,133,000316
Managed Assets ($)$212,171,000324
Personal trust and agency accounts, managed assets$48,553,000450
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$88,255,00083
Employee benefit-defined benefit accounts, managed assets$8,915,000180
Other employee benefit and retirement-related accounts, managed assets$15,330,000345
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$11,953,000581
Foundation and endowment trust and agency accounts, managed assets$39,165,000115
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$15,330,000303
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$97,962,000233
Personal trust and agency accounts, non-managed assets$946,000569
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$22,247,000215
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$74,769,00061
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$562,008,000111
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$74,769,00060
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$297,008,000308
Managed Assets ($)$205,169,000294
Personal trust and agency accounts, managed assets$47,935,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$83,181,00086
Employee benefit-defined benefit accounts, managed assets$8,107,000158
Other employee benefit and retirement-related accounts, managed assets$16,577,000262
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$12,004,000322
Foundation and endowment trust and agency accounts, managed assets$37,365,000111
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$16,577,000230
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$91,839,000216
Personal trust and agency accounts, non-managed assets$915,000278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,338,000183
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$69,586,00060
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$535,489,000106
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$69,586,00053
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$280,558,000310
Managed Assets ($)$193,769,000295
Personal trust and agency accounts, managed assets$46,026,000307
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$78,619,00084
Employee benefit-defined benefit accounts, managed assets$7,543,000161
Other employee benefit and retirement-related accounts, managed assets$14,965,000266
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$11,364,000326
Foundation and endowment trust and agency accounts, managed assets$35,252,000109
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$14,965,000231
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$86,789,000220
Personal trust and agency accounts, non-managed assets$891,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$20,964,000185
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$64,934,00059
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$513,955,000105
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$64,934,00053
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$275,309,000329
Managed Assets ($)$181,306,000308
Personal trust and agency accounts, managed assets$44,899,000312
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$65,020,00096
Employee benefit-defined benefit accounts, managed assets$6,195,000167
Other employee benefit and retirement-related accounts, managed assets$16,043,000265
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$12,219,000325
Foundation and endowment trust and agency accounts, managed assets$36,930,000111
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$16,043,000230
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$94,003,000218
Personal trust and agency accounts, non-managed assets$1,059,000283
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$30,890,000169
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$61,780,00059
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$274,000148
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$522,115,000106
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$61,780,00052
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$262,304,000336
Managed Assets ($)$183,555,000336
Personal trust and agency accounts, managed assets$43,926,000463
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$71,980,00096
Employee benefit-defined benefit accounts, managed assets$2,557,000269
Other employee benefit and retirement-related accounts, managed assets$16,798,000306
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$12,125,000573
Foundation and endowment trust and agency accounts, managed assets$36,169,000110
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$16,798,000257
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$78,749,000257
Personal trust and agency accounts, non-managed assets$1,064,000579
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,054,000218
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$56,631,00066
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$499,349,000114
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$56,631,00069
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0342
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$0353
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0306
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0383
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0346
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$0373
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0385
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$0348
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0377
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$211,657,000373
Managed Assets ($)$153,844,000363
Personal trust and agency accounts, managed assets$35,233,000524
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,627,000105
Employee benefit-defined benefit accounts, managed assets$2,248,000282
Other employee benefit and retirement-related accounts, managed assets$15,703,000283
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$48,033,000377
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,813,000287
Personal trust and agency accounts, non-managed assets$1,230,000565
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,270,000327
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$50,313,00074
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$389,165,000130
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$244,415,000347
Managed Assets ($)$180,632,000328
Personal trust and agency accounts, managed assets$36,701,000340
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,546,00093
Employee benefit-defined benefit accounts, managed assets$2,704,000194
Other employee benefit and retirement-related accounts, managed assets$17,591,000251
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$53,090,000305
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$63,783,000250
Personal trust and agency accounts, non-managed assets$1,367,000301
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,123,000240
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$55,293,00070
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$349,755,000139
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$257,030,000347
Managed Assets ($)$192,478,000329
Personal trust and agency accounts, managed assets$37,449,000343
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,519,00093
Employee benefit-defined benefit accounts, managed assets$3,021,000191
Other employee benefit and retirement-related accounts, managed assets$18,582,000256
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$57,907,000306
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$64,552,000257
Personal trust and agency accounts, non-managed assets$1,445,000297
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,520,000244
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$55,587,00074
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$388,386,000135
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$256,754,000359
Managed Assets ($)$191,659,000338
Personal trust and agency accounts, managed assets$38,123,000349
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$75,736,00091
Employee benefit-defined benefit accounts, managed assets$3,037,000192
Other employee benefit and retirement-related accounts, managed assets$19,022,000258
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$55,741,000315
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$65,095,000258
Personal trust and agency accounts, non-managed assets$1,463,000300
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,479,000254
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$56,153,00071
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$399,871,000137
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$267,111,000354
Managed Assets ($)$199,778,000364
Personal trust and agency accounts, managed assets$44,268,000503
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$78,489,00099
Employee benefit-defined benefit accounts, managed assets$3,297,000267
Other employee benefit and retirement-related accounts, managed assets$18,022,000296
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$55,702,000381
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$67,333,000304
Personal trust and agency accounts, non-managed assets$1,528,000558
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,734,000357
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$58,071,00076
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$361,123,000146
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$261,924,000350
Managed Assets ($)$191,424,000334
Personal trust and agency accounts, managed assets$44,994,000332
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$72,585,000104
Employee benefit-defined benefit accounts, managed assets$3,402,000184
Other employee benefit and retirement-related accounts, managed assets$17,792,000261
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$52,651,000305
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$70,500,000247
Personal trust and agency accounts, non-managed assets$1,569,000290
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,030,000241
Employee benefit-defined benefit accounts, non-managed Assets$166,000163
Other retirement accounts, non-managed assets$60,735,00070
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$370,634,000140
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$217,237,000375
Managed Assets ($)$136,841,000353
Personal trust and agency accounts, managed assets$45,171,000337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,142,000108
Employee benefit-defined benefit accounts, managed assets$3,367,000189
Other employee benefit and retirement-related accounts, managed assets$15,019,000273
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$4,142,000370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$80,396,000247
Personal trust and agency accounts, non-managed assets$1,527,000297
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,570,000232
Employee benefit-defined benefit accounts, non-managed Assets$455,000162
Other retirement accounts, non-managed assets$64,844,00069
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$397,922,000144
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$288,081,000344
Managed Assets ($)$133,490,000357
Personal trust and agency accounts, managed assets$43,824,000341
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$70,049,000110
Employee benefit-defined benefit accounts, managed assets$3,314,000192
Other employee benefit and retirement-related accounts, managed assets$13,174,000279
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$3,129,000374
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$154,591,000199
Personal trust and agency accounts, non-managed assets$1,898,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,779,000233
Employee benefit-defined benefit accounts, non-managed Assets$69,846,00088
Other retirement accounts, non-managed assets$69,068,00067
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$404,192,000143
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$306,083,000332
Managed Assets ($)$132,459,000432
Personal trust and agency accounts, managed assets$42,967,000503
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$69,168,000112
Employee benefit-defined benefit accounts, managed assets$3,341,000276
Other employee benefit and retirement-related accounts, managed assets$13,201,000329
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$3,782,000745
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$173,624,000194
Personal trust and agency accounts, non-managed assets$1,920,000528
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,638,000287
Employee benefit-defined benefit accounts, non-managed Assets$93,703,00081
Other retirement accounts, non-managed assets$62,363,00080
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$375,923,000151
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$297,507,000335
Managed Assets ($)$124,928,000342
Personal trust and agency accounts, managed assets$44,073,000329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$60,084,000117
Employee benefit-defined benefit accounts, managed assets$3,290,000197
Other employee benefit and retirement-related accounts, managed assets$13,069,000267
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$4,412,000354
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$172,579,000196
Personal trust and agency accounts, non-managed assets$1,887,000282
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,224,000217
Employee benefit-defined benefit accounts, non-managed Assets$92,274,00082
Other retirement accounts, non-managed assets$61,194,00080
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$363,140,000149
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$280,323,000345
Managed Assets ($)$98,835,000353
Personal trust and agency accounts, managed assets$43,423,000333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,138,000142
Employee benefit-defined benefit accounts, managed assets$3,247,000200
Other employee benefit and retirement-related accounts, managed assets$11,298,000276
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$1,729,000363
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$181,488,000198
Personal trust and agency accounts, non-managed assets$2,695,000276
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$38,540,000175
Employee benefit-defined benefit accounts, non-managed Assets$80,104,00094
Other retirement accounts, non-managed assets$60,149,00083
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$348,878,000152
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$291,935,000336
Managed Assets ($)$99,199,000358
Personal trust and agency accounts, managed assets$44,838,000339
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,025,000153
Employee benefit-defined benefit accounts, managed assets$3,348,000200
Other employee benefit and retirement-related accounts, managed assets$11,923,000275
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$2,065,000371
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$192,736,000195
Personal trust and agency accounts, non-managed assets$2,762,000278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$46,309,000167
Employee benefit-defined benefit accounts, non-managed Assets$83,233,00090
Other retirement accounts, non-managed assets$60,432,00083
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$369,276,000151
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$299,153,000345
Managed Assets ($)$97,988,000500
Personal trust and agency accounts, managed assets$45,172,000490
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,190,000174
Employee benefit-defined benefit accounts, managed assets$3,339,000283
Other employee benefit and retirement-related accounts, managed assets$12,336,000331
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$1,951,000797
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$201,165,000198
Personal trust and agency accounts, non-managed assets$2,716,000472
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$53,309,000176
Employee benefit-defined benefit accounts, non-managed Assets$82,673,00088
Other retirement accounts, non-managed assets$62,467,00084
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$335,627,000156
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$304,007,000328
Managed Assets ($)$100,317,000348
Personal trust and agency accounts, managed assets$46,751,000326
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,500,000160
Employee benefit-defined benefit accounts, managed assets$3,259,000206
Other employee benefit and retirement-related accounts, managed assets$12,794,000258
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$2,013,000358
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$203,690,000191
Personal trust and agency accounts, non-managed assets$1,897,000276
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,018,000158
Employee benefit-defined benefit accounts, non-managed Assets$83,009,00088
Other retirement accounts, non-managed assets$62,766,00078
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$340,116,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$309,544,000324
Managed Assets ($)$104,907,000360
Personal trust and agency accounts, managed assets$47,182,000331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,704,000151
Employee benefit-defined benefit accounts, managed assets$3,297,000205
Other employee benefit and retirement-related accounts, managed assets$12,720,000263
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$2,004,000374
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$204,637,000186
Personal trust and agency accounts, non-managed assets$1,877,000288
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,678,000149
Employee benefit-defined benefit accounts, non-managed Assets$83,494,00083
Other retirement accounts, non-managed assets$63,588,00072
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$339,376,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$308,861,000321
Managed Assets ($)$103,982,000361
Personal trust and agency accounts, managed assets$47,512,000334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,996,000155
Employee benefit-defined benefit accounts, managed assets$3,308,000210
Other employee benefit and retirement-related accounts, managed assets$12,279,000270
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$1,887,000373
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$204,879,000189
Personal trust and agency accounts, non-managed assets$1,867,000294
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,334,000149
Employee benefit-defined benefit accounts, non-managed Assets$83,648,00087
Other retirement accounts, non-managed assets$65,030,00074
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$342,628,000148
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$314,858,000319
Managed Assets ($)$99,229,000485
Personal trust and agency accounts, managed assets$44,177,000485
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,073,000174
Employee benefit-defined benefit accounts, managed assets$3,441,000273
Other employee benefit and retirement-related accounts, managed assets$12,374,000324
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$164,000890
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$215,629,000193
Personal trust and agency accounts, non-managed assets$1,105,000602
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,777,000146
Employee benefit-defined benefit accounts, non-managed Assets$87,005,00087
Other retirement accounts, non-managed assets$66,742,00077
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$318,339,000161
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$306,917,000313
Managed Assets ($)$95,220,000353
Personal trust and agency accounts, managed assets$42,867,000330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$38,005,000163
Employee benefit-defined benefit accounts, managed assets$3,342,000200
Other employee benefit and retirement-related accounts, managed assets$10,849,000269
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$157,000365
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$211,697,000189
Personal trust and agency accounts, non-managed assets$1,080,000303
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$60,430,000139
Employee benefit-defined benefit accounts, non-managed Assets$84,555,00087
Other retirement accounts, non-managed assets$65,632,00073
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$305,477,000162
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$317,671,000311
Managed Assets ($)$98,272,000355
Personal trust and agency accounts, managed assets$43,403,000324
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,042,000160
Employee benefit-defined benefit accounts, managed assets$3,452,000204
Other employee benefit and retirement-related accounts, managed assets$11,375,000267
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$219,399,000185
Personal trust and agency accounts, non-managed assets$2,076,000284
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,611,000138
Employee benefit-defined benefit accounts, non-managed Assets$87,422,00083
Other retirement accounts, non-managed assets$68,290,00075
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$322,559,000162
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$323,193,000311
Managed Assets ($)$92,172,000362
Personal trust and agency accounts, managed assets$45,389,000325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,320,000178
Employee benefit-defined benefit accounts, managed assets$3,554,000202
Other employee benefit and retirement-related accounts, managed assets$10,909,000272
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$231,021,000183
Personal trust and agency accounts, non-managed assets$1,748,000294
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$67,877,000134
Employee benefit-defined benefit accounts, non-managed Assets$93,160,00085
Other retirement accounts, non-managed assets$68,236,00077
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$308,189,000162
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$318,456,000326
Managed Assets ($)$88,870,000491
Personal trust and agency accounts, managed assets$43,908,000467
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$31,590,000198
Employee benefit-defined benefit accounts, managed assets$3,538,000275
Other employee benefit and retirement-related accounts, managed assets$9,834,000345
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$229,586,000191
Personal trust and agency accounts, non-managed assets$1,481,000570
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,603,000142
Employee benefit-defined benefit accounts, non-managed Assets$92,801,00085
Other retirement accounts, non-managed assets$65,701,00084
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$311,296,000173
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$306,290,000331
Managed Assets ($)$85,149,000366
Personal trust and agency accounts, managed assets$41,962,000338
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,321,000189
Employee benefit-defined benefit accounts, managed assets$3,415,000211
Other employee benefit and retirement-related accounts, managed assets$9,451,000279
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$221,141,000187
Personal trust and agency accounts, non-managed assets$1,064,000320
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$66,512,000147
Employee benefit-defined benefit accounts, non-managed Assets$89,638,00090
Other retirement accounts, non-managed assets$63,927,00082
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$311,203,000174
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$306,627,000330
Managed Assets ($)$73,163,000371
Personal trust and agency accounts, managed assets$41,631,000341
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,019,000221
Employee benefit-defined benefit accounts, managed assets$3,458,000210
Other employee benefit and retirement-related accounts, managed assets$9,055,000284
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$233,464,000184
Personal trust and agency accounts, non-managed assets$1,060,000328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$79,270,000138
Employee benefit-defined benefit accounts, non-managed Assets$89,751,00090
Other retirement accounts, non-managed assets$63,383,00086
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$316,096,000174
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$286,887,000338
Managed Assets ($)$68,425,000385
Personal trust and agency accounts, managed assets$39,543,000353
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,323,000233
Employee benefit-defined benefit accounts, managed assets$3,183,000217
Other employee benefit and retirement-related accounts, managed assets$8,376,000289
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$218,462,000194
Personal trust and agency accounts, non-managed assets$1,536,000324
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$73,691,000140
Employee benefit-defined benefit accounts, non-managed Assets$83,520,00091
Other retirement accounts, non-managed assets$59,715,00087
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$312,036,000177
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$298,933,000336
Managed Assets ($)$54,690,000635
Personal trust and agency accounts, managed assets$39,621,000514
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$3,669,000507
Employee benefit-defined benefit accounts, managed assets$3,310,000297
Other employee benefit and retirement-related accounts, managed assets$8,090,000374
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$244,243,000191
Personal trust and agency accounts, non-managed assets$1,021,000651
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$95,330,000130
Employee benefit-defined benefit accounts, non-managed Assets$86,521,00092
Other retirement accounts, non-managed assets$61,371,00083
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$305,753,000179
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$340,448,000297
Managed Assets ($)$64,185,000564
Personal trust and agency accounts, managed assets$42,039,000481
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$10,205,000346
Employee benefit-defined benefit accounts, managed assets$3,768,000274
Other employee benefit and retirement-related accounts, managed assets$8,173,000351
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$276,263,000169
Personal trust and agency accounts, non-managed assets$1,436,000574
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$110,171,000110
Employee benefit-defined benefit accounts, non-managed Assets$101,072,00078
Other retirement accounts, non-managed assets$63,584,00085
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$331,775,000158
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA