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Farmers and Merchants Trust Company of Chambersburg, Total Fiduciary and Related Assets

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$919,510,000232
Managed Assets ($)$796,477,000211
Personal trust and agency accounts, managed assets$256,846,000217
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,412,000146
Employee benefit-defined benefit accounts, managed assets$19,811,000127
Other employee benefit and retirement-related accounts, managed assets$167,938,000141
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$290,610,000201
Foundation and endowment trust and agency accounts, managed assets$33,860,000223
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$167,938,000134
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$123,033,000243
Personal trust and agency accounts, non-managed assets$69,000557
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$95,633,000138
Employee benefit-defined benefit accounts, non-managed Assets$19,205,00087
Other retirement accounts, non-managed assets$8,126,000270
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$27,454,000372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,126,000317
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$886,217,000232
Managed Assets ($)$768,818,000214
Personal trust and agency accounts, managed assets$251,734,000205
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,102,000139
Employee benefit-defined benefit accounts, managed assets$19,756,000119
Other employee benefit and retirement-related accounts, managed assets$165,868,000141
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$271,841,000201
Foundation and endowment trust and agency accounts, managed assets$33,517,000215
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$165,868,000135
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$117,399,000239
Personal trust and agency accounts, non-managed assets$71,000307
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$90,464,000137
Employee benefit-defined benefit accounts, non-managed Assets$18,961,00087
Other retirement accounts, non-managed assets$7,903,000201
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$26,434,000298
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,903,000231
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$811,413,000236
Managed Assets ($)$703,556,000224
Personal trust and agency accounts, managed assets$229,736,000216
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,311,000150
Employee benefit-defined benefit accounts, managed assets$20,609,000122
Other employee benefit and retirement-related accounts, managed assets$149,700,000143
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$246,145,000208
Foundation and endowment trust and agency accounts, managed assets$32,055,000223
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$149,700,000137
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$107,857,000244
Personal trust and agency accounts, non-managed assets$72,000578
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$81,688,000138
Employee benefit-defined benefit accounts, non-managed Assets$18,228,00091
Other retirement accounts, non-managed assets$7,869,000268
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$0352
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$24,968,000368
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,869,000323
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$751,796,000230
Managed Assets ($)$649,225,000215
Personal trust and agency accounts, managed assets$217,100,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,924,000129
Employee benefit-defined benefit accounts, managed assets$18,770,000114
Other employee benefit and retirement-related accounts, managed assets$136,720,000143
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$224,253,000201
Foundation and endowment trust and agency accounts, managed assets$29,458,000192
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$136,720,000137
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$102,571,000213
Personal trust and agency accounts, non-managed assets$73,000267
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$77,546,000127
Employee benefit-defined benefit accounts, non-managed Assets$17,001,00083
Other retirement accounts, non-managed assets$7,951,000179
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$23,237,000262
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,951,000202
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$721,094,000240
Managed Assets ($)$636,180,000221
Personal trust and agency accounts, managed assets$216,557,000204
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,224,000148
Employee benefit-defined benefit accounts, managed assets$18,925,000118
Other employee benefit and retirement-related accounts, managed assets$131,538,000143
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$218,361,000209
Foundation and endowment trust and agency accounts, managed assets$28,575,000207
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$131,538,000136
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$84,914,000246
Personal trust and agency accounts, non-managed assets$813,000286
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$73,964,000135
Employee benefit-defined benefit accounts, non-managed Assets$472,000123
Other retirement accounts, non-managed assets$9,304,000184
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$361,000193
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$22,287,000293
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,304,000211
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$653,338,000233
Managed Assets ($)$580,688,000213
Personal trust and agency accounts, managed assets$200,183,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,104,000133
Employee benefit-defined benefit accounts, managed assets$17,500,000112
Other employee benefit and retirement-related accounts, managed assets$117,400,000139
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$199,887,000198
Foundation and endowment trust and agency accounts, managed assets$24,614,000193
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$117,400,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$72,650,000222
Personal trust and agency accounts, non-managed assets$780,000255
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$61,898,000129
Employee benefit-defined benefit accounts, non-managed Assets$460,000113
Other retirement accounts, non-managed assets$8,732,000171
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$780,000158
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$20,852,000267
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,732,000197
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$769,725,000230
Managed Assets ($)$665,517,000219
Personal trust and agency accounts, managed assets$225,604,000204
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,529,000150
Employee benefit-defined benefit accounts, managed assets$18,967,000131
Other employee benefit and retirement-related accounts, managed assets$139,377,000142
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$224,688,000207
Foundation and endowment trust and agency accounts, managed assets$30,352,000214
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$139,377,000134
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$104,208,000245
Personal trust and agency accounts, non-managed assets$1,026,000457
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$93,993,000129
Employee benefit-defined benefit accounts, non-managed Assets$456,000141
Other retirement accounts, non-managed assets$8,362,000259
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$371,000291
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$21,224,000383
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,362,000309
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$736,898,000228
Managed Assets ($)$640,796,000217
Personal trust and agency accounts, managed assets$222,636,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,112,000134
Employee benefit-defined benefit accounts, managed assets$18,755,000121
Other employee benefit and retirement-related accounts, managed assets$135,336,000139
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$211,141,000204
Foundation and endowment trust and agency accounts, managed assets$27,816,000192
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$135,336,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$96,102,000222
Personal trust and agency accounts, non-managed assets$568,000257
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$86,679,000123
Employee benefit-defined benefit accounts, non-managed Assets$498,000115
Other retirement accounts, non-managed assets$8,072,000179
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$285,000170
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$23,397,000264
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,072,000201
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$738,210,000229
Managed Assets ($)$637,962,000211
Personal trust and agency accounts, managed assets$226,094,000199
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,936,000144
Employee benefit-defined benefit accounts, managed assets$20,552,000117
Other employee benefit and retirement-related accounts, managed assets$132,234,000139
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$207,329,000210
Foundation and endowment trust and agency accounts, managed assets$27,817,000201
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$132,234,000131
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,248,000237
Personal trust and agency accounts, non-managed assets$4,170,000232
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$86,935,000127
Employee benefit-defined benefit accounts, non-managed Assets$470,000121
Other retirement accounts, non-managed assets$8,671,000186
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$2,000206
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$25,028,000291
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,671,000213
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$729,425,000227
Managed Assets ($)$635,639,000208
Personal trust and agency accounts, managed assets$229,020,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,243,000140
Employee benefit-defined benefit accounts, managed assets$20,186,000123
Other employee benefit and retirement-related accounts, managed assets$127,344,000136
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$206,661,000209
Foundation and endowment trust and agency accounts, managed assets$27,185,000201
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$127,344,000131
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$93,786,000245
Personal trust and agency accounts, non-managed assets$4,964,000221
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$79,524,000134
Employee benefit-defined benefit accounts, non-managed Assets$456,000124
Other retirement accounts, non-managed assets$8,746,000186
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$96,000201
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$23,661,000293
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,746,000214
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$662,956,000234
Managed Assets ($)$574,283,000220
Personal trust and agency accounts, managed assets$214,599,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,156,000154
Employee benefit-defined benefit accounts, managed assets$19,200,000128
Other employee benefit and retirement-related accounts, managed assets$116,515,000134
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$175,057,000222
Foundation and endowment trust and agency accounts, managed assets$25,756,000210
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$116,515,000127
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$88,673,000255
Personal trust and agency accounts, non-managed assets$5,228,000310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$74,403,000139
Employee benefit-defined benefit accounts, non-managed Assets$493,000149
Other retirement accounts, non-managed assets$8,338,000250
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$211,000297
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$21,869,000376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,358,000303
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$714,190,000234
Managed Assets ($)$623,582,000216
Personal trust and agency accounts, managed assets$235,237,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,729,000142
Employee benefit-defined benefit accounts, managed assets$20,031,000121
Other employee benefit and retirement-related accounts, managed assets$126,594,000135
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$189,163,000218
Foundation and endowment trust and agency accounts, managed assets$27,828,000195
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$126,594,000127
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$90,608,000249
Personal trust and agency accounts, non-managed assets$1,844,000256
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$80,124,000139
Employee benefit-defined benefit accounts, non-managed Assets$462,000126
Other retirement accounts, non-managed assets$8,178,000187
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0217
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$22,911,000292
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,178,000217
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$673,561,000242
Managed Assets ($)$607,502,000214
Personal trust and agency accounts, managed assets$231,320,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,831,000148
Employee benefit-defined benefit accounts, managed assets$19,953,000123
Other employee benefit and retirement-related accounts, managed assets$121,864,000136
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$183,370,000220
Foundation and endowment trust and agency accounts, managed assets$27,164,000197
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$121,864,000129
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$66,059,000269
Personal trust and agency accounts, non-managed assets$930,000273
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$56,106,000157
Employee benefit-defined benefit accounts, non-managed Assets$466,000127
Other retirement accounts, non-managed assets$8,557,000183
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$0217
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$22,299,000294
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,557,000213
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$662,706,000246
Managed Assets ($)$596,459,000216
Personal trust and agency accounts, managed assets$229,416,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,900,000150
Employee benefit-defined benefit accounts, managed assets$20,144,000123
Other employee benefit and retirement-related accounts, managed assets$118,711,000142
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$179,775,000221
Foundation and endowment trust and agency accounts, managed assets$24,513,000204
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$118,711,000131
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$66,247,000268
Personal trust and agency accounts, non-managed assets$1,442,000265
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,122,000157
Employee benefit-defined benefit accounts, non-managed Assets$482,000127
Other retirement accounts, non-managed assets$9,201,000178
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$21,943,000297
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,201,000208
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$664,811,000244
Managed Assets ($)$598,851,000216
Personal trust and agency accounts, managed assets$234,093,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,856,000160
Employee benefit-defined benefit accounts, managed assets$19,686,000135
Other employee benefit and retirement-related accounts, managed assets$119,106,000141
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$177,196,000226
Foundation and endowment trust and agency accounts, managed assets$24,914,000217
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$116,106,000133
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$65,960,000294
Personal trust and agency accounts, non-managed assets$545,000524
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,339,000161
Employee benefit-defined benefit accounts, non-managed Assets$431,000153
Other retirement accounts, non-managed assets$10,631,000232
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$14,000351
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$22,130,000386
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,631,000277
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$641,854,000244
Managed Assets ($)$575,687,000217
Personal trust and agency accounts, managed assets$227,868,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,467,000148
Employee benefit-defined benefit accounts, managed assets$19,434,000122
Other employee benefit and retirement-related accounts, managed assets$116,185,000142
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$164,311,000230
Foundation and endowment trust and agency accounts, managed assets$23,422,000201
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$116,185,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$66,167,000259
Personal trust and agency accounts, non-managed assets$558,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,719,000152
Employee benefit-defined benefit accounts, non-managed Assets$417,000126
Other retirement accounts, non-managed assets$10,458,000172
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$15,000205
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$20,878,000299
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,458,000194
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$631,134,000241
Managed Assets ($)$559,655,000217
Personal trust and agency accounts, managed assets$223,076,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,852,000145
Employee benefit-defined benefit accounts, managed assets$20,521,000119
Other employee benefit and retirement-related accounts, managed assets$110,447,000141
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$158,683,000229
Foundation and endowment trust and agency accounts, managed assets$23,076,000201
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$110,447,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$71,479,000251
Personal trust and agency accounts, non-managed assets$719,000282
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,417,000153
Employee benefit-defined benefit accounts, non-managed Assets$425,000124
Other retirement accounts, non-managed assets$14,823,000149
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$95,000202
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$21,728,000296
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,823,000163
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$617,670,000243
Managed Assets ($)$546,689,000222
Personal trust and agency accounts, managed assets$221,642,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,212,000149
Employee benefit-defined benefit accounts, managed assets$20,265,000121
Other employee benefit and retirement-related accounts, managed assets$106,736,000141
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$152,227,000229
Foundation and endowment trust and agency accounts, managed assets$22,607,000203
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$106,736,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$70,981,000251
Personal trust and agency accounts, non-managed assets$769,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,945,000150
Employee benefit-defined benefit accounts, non-managed Assets$491,000124
Other retirement accounts, non-managed assets$14,494,000146
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$282,000196
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$21,440,000295
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,494,000159
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$601,575,000240
Managed Assets ($)$535,934,000222
Personal trust and agency accounts, managed assets$220,111,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,285,000162
Employee benefit-defined benefit accounts, managed assets$20,201,000127
Other employee benefit and retirement-related accounts, managed assets$104,832,000139
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$145,900,000231
Foundation and endowment trust and agency accounts, managed assets$22,605,000209
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$104,832,000130
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$65,641,000287
Personal trust and agency accounts, non-managed assets$660,000520
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$49,233,000162
Employee benefit-defined benefit accounts, non-managed Assets$476,000154
Other retirement accounts, non-managed assets$14,857,000186
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$415,000286
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$21,055,000394
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,857,000214
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$595,313,000246
Managed Assets ($)$530,962,000222
Personal trust and agency accounts, managed assets$220,075,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,526,000154
Employee benefit-defined benefit accounts, managed assets$20,388,000125
Other employee benefit and retirement-related accounts, managed assets$103,887,000140
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$142,795,000230
Foundation and endowment trust and agency accounts, managed assets$22,291,000197
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$103,887,000128
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$64,351,000261
Personal trust and agency accounts, non-managed assets$684,000291
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$49,165,000153
Employee benefit-defined benefit accounts, non-managed Assets$469,000131
Other retirement accounts, non-managed assets$13,804,000152
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$229,000199
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$21,976,000291
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,804,000165
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$584,077,000249
Managed Assets ($)$520,565,000225
Personal trust and agency accounts, managed assets$218,833,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,939,000158
Employee benefit-defined benefit accounts, managed assets$21,404,000123
Other employee benefit and retirement-related accounts, managed assets$98,981,000143
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$139,022,000232
Foundation and endowment trust and agency accounts, managed assets$21,386,000197
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$98,981,000133
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$63,512,000264
Personal trust and agency accounts, non-managed assets$855,000291
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$48,593,000155
Employee benefit-defined benefit accounts, non-managed Assets$429,000131
Other retirement accounts, non-managed assets$13,213,000155
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$422,000190
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$22,256,000296
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,213,000172
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$567,293,000253
Managed Assets ($)$505,117,000226
Personal trust and agency accounts, managed assets$209,912,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,130,000159
Employee benefit-defined benefit accounts, managed assets$21,164,000125
Other employee benefit and retirement-related accounts, managed assets$97,035,000142
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$134,735,000229
Foundation and endowment trust and agency accounts, managed assets$21,141,000195
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$97,035,000131
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$62,176,000262
Personal trust and agency accounts, non-managed assets$3,454,000252
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$44,188,000158
Employee benefit-defined benefit accounts, non-managed Assets$398,000130
Other retirement accounts, non-managed assets$13,444,000151
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$692,000180
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$20,842,000297
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,444,000166
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$567,790,000254
Managed Assets ($)$503,954,000229
Personal trust and agency accounts, managed assets$206,756,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,408,000173
Employee benefit-defined benefit accounts, managed assets$21,025,000133
Other employee benefit and retirement-related accounts, managed assets$96,998,000138
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$137,397,000224
Foundation and endowment trust and agency accounts, managed assets$21,370,000210
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$96,998,000126
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$63,836,000284
Personal trust and agency accounts, non-managed assets$5,848,000308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$43,490,000167
Employee benefit-defined benefit accounts, non-managed Assets$366,000165
Other retirement accounts, non-managed assets$14,132,000192
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$0390
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$18,874,000404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,132,000229
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$556,077,000254
Managed Assets ($)$504,170,000226
Personal trust and agency accounts, managed assets$211,868,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,027,000145
Employee benefit-defined benefit accounts, managed assets$20,663,000121
Other employee benefit and retirement-related accounts, managed assets$95,625,000138
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$130,893,000230
Foundation and endowment trust and agency accounts, managed assets$21,094,000197
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$95,625,000124
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,907,000278
Personal trust and agency accounts, non-managed assets$8,542,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,578,000175
Employee benefit-defined benefit accounts, non-managed Assets$344,000135
Other retirement accounts, non-managed assets$15,443,000139
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0220
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$13,407,000316
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,443,000159
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$575,826,000255
Managed Assets ($)$522,029,000230
Personal trust and agency accounts, managed assets$225,124,000190
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,197,000143
Employee benefit-defined benefit accounts, managed assets$22,567,000119
Other employee benefit and retirement-related accounts, managed assets$92,800,000146
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$132,888,000231
Foundation and endowment trust and agency accounts, managed assets$21,453,000199
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$92,800,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$53,797,000278
Personal trust and agency accounts, non-managed assets$8,687,000202
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$28,769,000176
Employee benefit-defined benefit accounts, non-managed Assets$328,000136
Other retirement accounts, non-managed assets$16,013,000139
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0217
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$12,616,000328
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$16,013,000160
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$585,239,000259
Managed Assets ($)$523,378,000227
Personal trust and agency accounts, managed assets$229,785,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,224,000145
Employee benefit-defined benefit accounts, managed assets$23,259,000121
Other employee benefit and retirement-related accounts, managed assets$90,951,000148
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$130,642,000233
Foundation and endowment trust and agency accounts, managed assets$21,517,000198
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$90,951,000134
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$61,861,000273
Personal trust and agency accounts, non-managed assets$8,944,000203
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,135,000168
Employee benefit-defined benefit accounts, non-managed Assets$342,000133
Other retirement accounts, non-managed assets$17,125,000137
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$315,000192
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$12,846,000323
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$17,125,000156
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$580,497,000257
Managed Assets ($)$517,814,000230
Personal trust and agency accounts, managed assets$230,202,000186
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,072,000166
Employee benefit-defined benefit accounts, managed assets$23,001,000128
Other employee benefit and retirement-related accounts, managed assets$89,045,000148
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$126,928,000236
Foundation and endowment trust and agency accounts, managed assets$21,566,000210
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$89,045,000132
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$62,683,000292
Personal trust and agency accounts, non-managed assets$8,989,000268
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,277,000182
Employee benefit-defined benefit accounts, non-managed Assets$299,000167
Other retirement accounts, non-managed assets$17,711,000165
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$407,000305
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$25,299,000371
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$17,711,000189
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$566,629,000255
Managed Assets ($)$510,552,000226
Personal trust and agency accounts, managed assets$230,915,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,016,000150
Employee benefit-defined benefit accounts, managed assets$22,893,000122
Other employee benefit and retirement-related accounts, managed assets$86,837,000149
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$122,752,000235
Foundation and endowment trust and agency accounts, managed assets$21,139,000194
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$86,837,000133
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$56,077,000274
Personal trust and agency accounts, non-managed assets$8,987,000200
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,791,000171
Employee benefit-defined benefit accounts, non-managed Assets$292,000135
Other retirement accounts, non-managed assets$12,601,000159
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$406,000184
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$27,417,000283
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,601,000181
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$569,836,000254
Managed Assets ($)$512,230,000226
Personal trust and agency accounts, managed assets$234,447,000178
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,617,000154
Employee benefit-defined benefit accounts, managed assets$22,719,000122
Other employee benefit and retirement-related accounts, managed assets$88,337,000149
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$119,701,000239
Foundation and endowment trust and agency accounts, managed assets$21,409,000193
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$88,337,000130
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,606,000269
Personal trust and agency accounts, non-managed assets$9,023,000202
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,174,000168
Employee benefit-defined benefit accounts, non-managed Assets$307,000136
Other retirement accounts, non-managed assets$12,464,000158
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$638,000177
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$14,002,000314
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,464,000182
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$559,863,000254
Managed Assets ($)$498,159,000225
Personal trust and agency accounts, managed assets$249,637,000168
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,798,000154
Employee benefit-defined benefit accounts, managed assets$22,112,000123
Other employee benefit and retirement-related accounts, managed assets$83,833,000149
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$117,779,000238
Foundation and endowment trust and agency accounts, managed assets$0290
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$83,833,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$61,704,000264
Personal trust and agency accounts, non-managed assets$10,909,000188
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$38,474,000166
Employee benefit-defined benefit accounts, non-managed Assets$300,000136
Other retirement accounts, non-managed assets$12,021,000159
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$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$9,947,000325
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,021,000183
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$554,880,000252
Managed Assets ($)$492,923,000222
Personal trust and agency accounts, managed assets$250,047,000167
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,409,000172
Employee benefit-defined benefit accounts, managed assets$21,444,000132
Other employee benefit and retirement-related accounts, managed assets$82,647,000152
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$115,376,000243
Foundation and endowment trust and agency accounts, managed assets$0488
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$82,647,000136
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$61,957,000292
Personal trust and agency accounts, non-managed assets$11,215,000251
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$38,517,000173
Employee benefit-defined benefit accounts, non-managed Assets$283,000173
Other retirement accounts, non-managed assets$11,942,000227
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$19,800,000402
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,942,000275
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$542,323,000251
Managed Assets ($)$479,206,000222
Personal trust and agency accounts, managed assets$243,695,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,956,000160
Employee benefit-defined benefit accounts, managed assets$20,722,000123
Other employee benefit and retirement-related accounts, managed assets$79,790,000146
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$113,043,000236
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,789,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$63,117,000260
Personal trust and agency accounts, non-managed assets$10,050,000197
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$41,129,000152
Employee benefit-defined benefit accounts, non-managed Assets$281,000132
Other retirement accounts, non-managed assets$11,657,000163
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$18,596,000290
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,656,000190
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$539,302,000248
Managed Assets ($)$475,250,000214
Personal trust and agency accounts, managed assets$243,410,000157
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,999,000162
Employee benefit-defined benefit accounts, managed assets$20,567,000125
Other employee benefit and retirement-related accounts, managed assets$76,477,000145
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$113,797,000232
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,477,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$64,052,000260
Personal trust and agency accounts, non-managed assets$10,115,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$42,256,000151
Employee benefit-defined benefit accounts, non-managed Assets$258,000133
Other retirement accounts, non-managed assets$11,423,000164
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$18,453,000288
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,423,000191
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$528,456,000251
Managed Assets ($)$466,739,000214
Personal trust and agency accounts, managed assets$240,237,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,153,000165
Employee benefit-defined benefit accounts, managed assets$20,430,000127
Other employee benefit and retirement-related accounts, managed assets$74,776,000146
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$110,143,000235
Foundation and endowment trust and agency accounts, managed assets$0276
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$74,776,000131
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$61,717,000265
Personal trust and agency accounts, non-managed assets$10,127,000199
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$39,839,000157
Employee benefit-defined benefit accounts, non-managed Assets$258,000135
Other retirement accounts, non-managed assets$11,493,000162
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$18,757,000292
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,493,000189
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$507,245,000253
Managed Assets ($)$447,440,000215
Personal trust and agency accounts, managed assets$234,543,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,051,000176
Employee benefit-defined benefit accounts, managed assets$20,087,000137
Other employee benefit and retirement-related accounts, managed assets$70,519,000149
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$102,240,000247
Foundation and endowment trust and agency accounts, managed assets$0479
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$70,519,000131
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$59,805,000304
Personal trust and agency accounts, non-managed assets$8,839,000282
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$39,558,000172
Employee benefit-defined benefit accounts, non-managed Assets$232,000181
Other retirement accounts, non-managed assets$11,176,000227
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$13,189,000462
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,177,000285
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$489,435,000256
Managed Assets ($)$435,757,000219
Personal trust and agency accounts, managed assets$232,539,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,508,000168
Employee benefit-defined benefit accounts, managed assets$15,368,000133
Other employee benefit and retirement-related accounts, managed assets$67,260,000151
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$101,082,000240
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$67,260,000130
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$53,678,000265
Personal trust and agency accounts, non-managed assets$12,371,000177
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$39,740,000150
Employee benefit-defined benefit accounts, non-managed Assets$233,000136
Other retirement accounts, non-managed assets$1,334,000263
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$11,625,000303
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,334,000181
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$490,522,000251
Managed Assets ($)$426,634,000214
Personal trust and agency accounts, managed assets$230,006,000157
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,560,000169
Employee benefit-defined benefit accounts, managed assets$14,767,000133
Other employee benefit and retirement-related accounts, managed assets$65,860,000149
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$97,441,000239
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$65,860,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$63,888,000246
Personal trust and agency accounts, non-managed assets$12,221,000178
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$40,252,000153
Employee benefit-defined benefit accounts, non-managed Assets$212,000134
Other retirement accounts, non-managed assets$11,203,000151
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$13,015,000296
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,203,000178
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$490,517,000247
Managed Assets ($)$429,356,000217
Personal trust and agency accounts, managed assets$232,300,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,222,000159
Employee benefit-defined benefit accounts, managed assets$14,501,000134
Other employee benefit and retirement-related accounts, managed assets$65,072,000151
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$96,261,000237
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$65,072,000132
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$61,161,000246
Personal trust and agency accounts, non-managed assets$12,901,000172
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,698,000155
Employee benefit-defined benefit accounts, non-managed Assets$210,000137
Other retirement accounts, non-managed assets$11,352,000152
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$12,820,000303
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,352,000182
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$472,433,000245
Managed Assets ($)$407,781,000219
Personal trust and agency accounts, managed assets$220,962,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,338,000169
Employee benefit-defined benefit accounts, managed assets$13,736,000144
Other employee benefit and retirement-related accounts, managed assets$61,605,000144
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$91,140,000248
Foundation and endowment trust and agency accounts, managed assets$0471
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,605,000129
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$64,652,000281
Personal trust and agency accounts, non-managed assets$16,454,000201
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,193,000163
Employee benefit-defined benefit accounts, non-managed Assets$210,000182
Other retirement accounts, non-managed assets$10,795,000220
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$9,102,000518
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,795,000275
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$476,971,000234
Managed Assets ($)$413,094,000212
Personal trust and agency accounts, managed assets$231,241,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,716,000158
Employee benefit-defined benefit accounts, managed assets$13,270,000133
Other employee benefit and retirement-related accounts, managed assets$59,963,000145
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$88,904,000234
Foundation and endowment trust and agency accounts, managed assets$0263
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,963,000127
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$63,877,000238
Personal trust and agency accounts, non-managed assets$16,014,000159
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$36,911,000151
Employee benefit-defined benefit accounts, non-managed Assets$210,000141
Other retirement accounts, non-managed assets$10,742,000154
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$8,828,000312
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,742,000175
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$499,626,000236
Managed Assets ($)$429,831,000212
Personal trust and agency accounts, managed assets$239,040,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,458,000155
Employee benefit-defined benefit accounts, managed assets$11,577,000145
Other employee benefit and retirement-related accounts, managed assets$63,769,000147
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$92,987,000240
Foundation and endowment trust and agency accounts, managed assets$0261
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,769,000127
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,795,000237
Personal trust and agency accounts, non-managed assets$17,785,000157
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$40,582,000154
Employee benefit-defined benefit accounts, non-managed Assets$221,000142
Other retirement accounts, non-managed assets$11,207,000162
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$8,905,000313
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,207,000177
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$493,587,000240
Managed Assets ($)$428,150,000209
Personal trust and agency accounts, managed assets$241,851,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,127,000156
Employee benefit-defined benefit accounts, managed assets$10,799,000150
Other employee benefit and retirement-related accounts, managed assets$63,608,000142
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$89,765,000245
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,608,000122
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$65,437,000241
Personal trust and agency accounts, non-managed assets$17,793,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,799,000160
Employee benefit-defined benefit accounts, non-managed Assets$210,000146
Other retirement accounts, non-managed assets$11,635,000159
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$9,740,000317
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,635,000170
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$480,972,000245
Managed Assets ($)$416,089,000208
Personal trust and agency accounts, managed assets$236,476,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,237,000177
Employee benefit-defined benefit accounts, managed assets$10,781,000165
Other employee benefit and retirement-related accounts, managed assets$61,138,000144
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$86,457,000267
Foundation and endowment trust and agency accounts, managed assets$0473
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,138,000122
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$64,883,000280
Personal trust and agency accounts, non-managed assets$17,216,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,803,000176
Employee benefit-defined benefit accounts, non-managed Assets$205,000201
Other retirement accounts, non-managed assets$11,659,000219
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$9,448,000536
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,659,000259
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$468,230,000246
Managed Assets ($)$403,399,000206
Personal trust and agency accounts, managed assets$229,242,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,966,000163
Employee benefit-defined benefit accounts, managed assets$10,869,000147
Other employee benefit and retirement-related accounts, managed assets$58,619,000142
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$84,703,000236
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$56,166,000125
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$64,831,000239
Personal trust and agency accounts, non-managed assets$16,589,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$35,564,000158
Employee benefit-defined benefit accounts, non-managed Assets$187,000147
Other retirement accounts, non-managed assets$12,491,000143
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$9,518,000318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,596,000171
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$448,269,000243
Managed Assets ($)$382,817,000211
Personal trust and agency accounts, managed assets$217,714,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,557,000164
Employee benefit-defined benefit accounts, managed assets$10,090,000149
Other employee benefit and retirement-related accounts, managed assets$56,069,000135
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$80,387,000240
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$53,775,000117
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$65,452,000240
Personal trust and agency accounts, non-managed assets$15,719,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,005,000157
Employee benefit-defined benefit accounts, non-managed Assets$199,000152
Other retirement accounts, non-managed assets$12,529,000140
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$8,926,000318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,677,000166
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$455,460,000251
Managed Assets ($)$392,822,000210
Personal trust and agency accounts, managed assets$222,424,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,635,000167
Employee benefit-defined benefit accounts, managed assets$10,484,000147
Other employee benefit and retirement-related accounts, managed assets$59,117,000137
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$81,162,000243
Foundation and endowment trust and agency accounts, managed assets$0259
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$56,632,000110
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$62,638,000253
Personal trust and agency accounts, non-managed assets$16,770,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,961,000164
Employee benefit-defined benefit accounts, non-managed Assets$198,000148
Other retirement accounts, non-managed assets$12,709,000137
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$9,489,000322
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,914,000162
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$451,325,000249
Managed Assets ($)$389,646,000216
Personal trust and agency accounts, managed assets$224,954,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,592,000184
Employee benefit-defined benefit accounts, managed assets$10,279,000170
Other employee benefit and retirement-related accounts, managed assets$54,704,000138
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$79,117,000265
Foundation and endowment trust and agency accounts, managed assets$0453
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$54,704,000113
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$61,679,000289
Personal trust and agency accounts, non-managed assets$15,727,000206
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,121,000181
Employee benefit-defined benefit accounts, non-managed Assets$182,000205
Other retirement accounts, non-managed assets$12,649,000194
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$8,907,000544
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,498,000165
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$450,390,000248
Managed Assets ($)$387,887,000213
Personal trust and agency accounts, managed assets$225,840,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,596,000167
Employee benefit-defined benefit accounts, managed assets$10,896,000150
Other employee benefit and retirement-related accounts, managed assets$53,203,000139
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$77,352,000249
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$62,503,000238
Personal trust and agency accounts, non-managed assets$17,255,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,711,000166
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$12,537,000141
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$71,991,000229
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$432,426,000248
Managed Assets ($)$364,874,000220
Personal trust and agency accounts, managed assets$216,748,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,704,000176
Employee benefit-defined benefit accounts, managed assets$6,810,000159
Other employee benefit and retirement-related accounts, managed assets$49,479,000144
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$73,133,000256
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$67,552,000220
Personal trust and agency accounts, non-managed assets$13,948,000170
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,399,000161
Employee benefit-defined benefit accounts, non-managed Assets$7,860,000114
Other retirement accounts, non-managed assets$12,345,000145
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$63,092,000245
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$419,232,000244
Managed Assets ($)$349,119,000217
Personal trust and agency accounts, managed assets$208,753,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,315,000174
Employee benefit-defined benefit accounts, managed assets$6,137,000160
Other employee benefit and retirement-related accounts, managed assets$45,558,000137
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$71,356,000264
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$70,113,000219
Personal trust and agency accounts, non-managed assets$18,138,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,068,000160
Employee benefit-defined benefit accounts, non-managed Assets$7,415,000111
Other retirement accounts, non-managed assets$11,492,000144
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$58,813,000251
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$454,652,000236
Managed Assets ($)$375,271,000216
Personal trust and agency accounts, managed assets$218,912,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,589,000179
Employee benefit-defined benefit accounts, managed assets$6,408,000200
Other employee benefit and retirement-related accounts, managed assets$50,773,000135
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$76,589,000291
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$79,381,000245
Personal trust and agency accounts, non-managed assets$25,466,000182
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,915,000179
Employee benefit-defined benefit accounts, non-managed Assets$8,006,000129
Other retirement accounts, non-managed assets$12,994,000203
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$64,056,000295
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$416,810,000265
Managed Assets ($)$342,478,000233
Personal trust and agency accounts, managed assets$190,858,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,397,000177
Employee benefit-defined benefit accounts, managed assets$7,097,000161
Other employee benefit and retirement-related accounts, managed assets$49,556,000152
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$74,570,000281
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$74,332,000231
Personal trust and agency accounts, non-managed assets$23,028,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,670,000174
Employee benefit-defined benefit accounts, non-managed Assets$9,558,000116
Other retirement accounts, non-managed assets$9,076,000185
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$62,445,000262
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$429,551,000273
Managed Assets ($)$353,180,000238
Personal trust and agency accounts, managed assets$201,041,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,812,000178
Employee benefit-defined benefit accounts, managed assets$7,865,000163
Other employee benefit and retirement-related accounts, managed assets$53,625,000148
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$67,837,000293
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$76,371,000241
Personal trust and agency accounts, non-managed assets$24,412,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,004,000182
Employee benefit-defined benefit accounts, non-managed Assets$9,924,000121
Other retirement accounts, non-managed assets$9,031,000189
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$66,264,000262
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$430,417,000282
Managed Assets ($)$352,884,000244
Personal trust and agency accounts, managed assets$202,338,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,104,000182
Employee benefit-defined benefit accounts, managed assets$7,810,000163
Other employee benefit and retirement-related accounts, managed assets$54,028,000147
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$65,604,000305
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,533,000244
Personal trust and agency accounts, non-managed assets$24,535,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,268,000184
Employee benefit-defined benefit accounts, non-managed Assets$10,291,000124
Other retirement accounts, non-managed assets$9,439,000182
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$67,021,000266
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$503,974,000261
Managed Assets ($)$359,337,000244
Personal trust and agency accounts, managed assets$209,754,000197
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,250,000265
Employee benefit-defined benefit accounts, managed assets$18,257,000147
Other employee benefit and retirement-related accounts, managed assets$50,586,000156
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$66,490,000351
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$144,637,000211
Personal trust and agency accounts, non-managed assets$28,366,000185
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,660,000208
Employee benefit-defined benefit accounts, non-managed Assets$76,115,00087
Other retirement accounts, non-managed assets$8,496,000299
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$3,945,000655
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$517,437,000254
Managed Assets ($)$370,261,000239
Personal trust and agency accounts, managed assets$216,512,000189
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,446,000215
Employee benefit-defined benefit accounts, managed assets$18,429,000141
Other employee benefit and retirement-related accounts, managed assets$50,259,000157
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$70,615,000285
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$147,176,000200
Personal trust and agency accounts, non-managed assets$28,428,000147
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,428,000186
Employee benefit-defined benefit accounts, non-managed Assets$78,728,00086
Other retirement accounts, non-managed assets$8,592,000187
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$3,950,000359
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$640,141,000230
Managed Assets ($)$462,581,000216
Personal trust and agency accounts, managed assets$281,334,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,584,000206
Employee benefit-defined benefit accounts, managed assets$18,167,000145
Other employee benefit and retirement-related accounts, managed assets$56,123,000144
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$90,373,000274
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$177,560,000195
Personal trust and agency accounts, non-managed assets$30,110,000151
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,499,000192
Employee benefit-defined benefit accounts, non-managed Assets$102,000,00082
Other retirement accounts, non-managed assets$13,951,000160
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$3,906,000363
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$514,795,000257
Managed Assets ($)$370,194,000237
Personal trust and agency accounts, managed assets$211,942,000190
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,186,000200
Employee benefit-defined benefit accounts, managed assets$17,792,000144
Other employee benefit and retirement-related accounts, managed assets$46,103,000163
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$76,171,000283
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$144,601,000205
Personal trust and agency accounts, non-managed assets$34,141,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,023,000199
Employee benefit-defined benefit accounts, non-managed Assets$74,815,00087
Other retirement accounts, non-managed assets$8,622,000187
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$3,857,000364
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$534,391,000250
Managed Assets ($)$370,971,000235
Personal trust and agency accounts, managed assets$215,013,000187
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,780,000238
Employee benefit-defined benefit accounts, managed assets$17,542,000154
Other employee benefit and retirement-related accounts, managed assets$45,239,000160
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$75,397,000320
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$163,420,000201
Personal trust and agency accounts, non-managed assets$54,093,000130
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,674,000234
Employee benefit-defined benefit accounts, non-managed Assets$73,564,00090
Other retirement accounts, non-managed assets$9,089,000288
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$3,696,000697
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$479,079,000263
Managed Assets ($)$360,300,000241
Personal trust and agency accounts, managed assets$215,158,000183
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,763,000203
Employee benefit-defined benefit accounts, managed assets$10,901,000162
Other employee benefit and retirement-related accounts, managed assets$43,414,000160
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$74,064,000275
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$118,779,000226
Personal trust and agency accounts, non-managed assets$12,465,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,375,000193
Employee benefit-defined benefit accounts, non-managed Assets$71,152,00092
Other retirement accounts, non-managed assets$8,787,000193
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$3,724,000355
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$465,032,000268
Managed Assets ($)$354,433,000245
Personal trust and agency accounts, managed assets$207,390,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,070,000208
Employee benefit-defined benefit accounts, managed assets$10,592,000165
Other employee benefit and retirement-related accounts, managed assets$42,013,000162
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$78,368,000266
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$110,599,000237
Personal trust and agency accounts, non-managed assets$12,344,000201
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$21,179,000206
Employee benefit-defined benefit accounts, non-managed Assets$68,360,00097
Other retirement accounts, non-managed assets$8,716,000195
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$3,730,000360
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$465,917,000270
Managed Assets ($)$349,793,000246
Personal trust and agency accounts, managed assets$210,981,000192
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,050,000217
Employee benefit-defined benefit accounts, managed assets$1,818,000218
Other employee benefit and retirement-related accounts, managed assets$41,815,000159
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$79,129,000263
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$116,124,000235
Personal trust and agency accounts, non-managed assets$12,380,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,824,000199
Employee benefit-defined benefit accounts, non-managed Assets$68,433,00095
Other retirement accounts, non-managed assets$9,487,000187
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$3,711,000366
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$407,557,000291
Managed Assets ($)$346,851,000243
Personal trust and agency accounts, managed assets$211,029,000188
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,601,000258
Employee benefit-defined benefit accounts, managed assets$1,475,000356
Other employee benefit and retirement-related accounts, managed assets$39,260,000159
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$78,486,000289
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$60,706,000318
Personal trust and agency accounts, non-managed assets$12,814,000272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,583,000226
Employee benefit-defined benefit accounts, non-managed Assets$11,490,000142
Other retirement accounts, non-managed assets$8,819,000279
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$3,517,000707
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$403,970,000284
Managed Assets ($)$343,843,000240
Personal trust and agency accounts, managed assets$210,701,000184
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,862,000217
Employee benefit-defined benefit accounts, managed assets$1,867,000221
Other employee benefit and retirement-related accounts, managed assets$38,037,000160
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$77,376,000263
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$60,127,000271
Personal trust and agency accounts, non-managed assets$12,434,000199
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,542,000196
Employee benefit-defined benefit accounts, non-managed Assets$11,411,000129
Other retirement accounts, non-managed assets$8,740,000186
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$3,934,000358
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$416,299,000275
Managed Assets ($)$353,787,000236
Personal trust and agency accounts, managed assets$299,798,000143
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,574,000228
Employee benefit-defined benefit accounts, managed assets$2,647,000214
Other employee benefit and retirement-related accounts, managed assets$37,768,000156
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$62,512,000265
Personal trust and agency accounts, non-managed assets$7,798,000228
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$30,180,000190
Employee benefit-defined benefit accounts, non-managed Assets$11,115,000123
Other retirement accounts, non-managed assets$10,903,000172
Corporate trust and agency accounts, non-managed assets$2,516,000132
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$177,000402
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$408,802,000278
Managed Assets ($)$350,936,000236
Personal trust and agency accounts, managed assets$297,360,000144
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,197,000230
Employee benefit-defined benefit accounts, managed assets$2,873,000214
Other employee benefit and retirement-related accounts, managed assets$37,462,000155
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$44,000382
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,866,000273
Personal trust and agency accounts, non-managed assets$7,797,000228
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,902,000202
Employee benefit-defined benefit accounts, non-managed Assets$10,834,000125
Other retirement accounts, non-managed assets$10,829,000173
Corporate trust and agency accounts, non-managed assets$2,504,000128
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$175,000400
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$410,332,000277
Managed Assets ($)$351,326,000232
Personal trust and agency accounts, managed assets$298,740,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,156,000290
Employee benefit-defined benefit accounts, managed assets$2,561,000303
Other employee benefit and retirement-related accounts, managed assets$36,674,000164
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$44,000898
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$151,000250
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$59,006,000320
Personal trust and agency accounts, non-managed assets$7,748,000332
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,229,000229
Employee benefit-defined benefit accounts, non-managed Assets$11,489,000138
Other retirement accounts, non-managed assets$11,045,000243
Corporate trust and agency accounts, non-managed assets$2,495,000191
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$150,000922
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$387,167,000280
Managed Assets ($)$329,389,000233
Personal trust and agency accounts, managed assets$280,340,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$11,030,000233
Employee benefit-defined benefit accounts, managed assets$2,659,000207
Other employee benefit and retirement-related accounts, managed assets$35,316,000162
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$44,000366
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,778,000273
Personal trust and agency accounts, non-managed assets$7,799,000222
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,786,000199
Employee benefit-defined benefit accounts, non-managed Assets$10,864,000134
Other retirement accounts, non-managed assets$10,839,000173
Corporate trust and agency accounts, non-managed assets$2,490,000140
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$382,906,000285
Managed Assets ($)$326,373,000235
Personal trust and agency accounts, managed assets$236,202,000171
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$11,444,000235
Employee benefit-defined benefit accounts, managed assets$2,412,000211
Other employee benefit and retirement-related accounts, managed assets$33,574,000169
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$1,281,000369
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$41,460,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$56,533,000282
Personal trust and agency accounts, non-managed assets$7,440,000237
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$25,000,000203
Employee benefit-defined benefit accounts, non-managed Assets$10,677,000135
Other retirement accounts, non-managed assets$10,928,000175
Corporate trust and agency accounts, non-managed assets$2,487,000141
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$1,000119
Memoranda
Custody and safekeeping accounts, non-managed assets$0409
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$350,035,000300
Managed Assets ($)$291,559,000251
Personal trust and agency accounts, managed assets$232,072,000178
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$11,370,000240
Employee benefit-defined benefit accounts, managed assets$1,853,000220
Other employee benefit and retirement-related accounts, managed assets$33,363,000169
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$1,292,000372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$11,609,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$58,476,000282
Personal trust and agency accounts, non-managed assets$7,306,000238
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,642,000203
Employee benefit-defined benefit accounts, non-managed Assets$10,779,000141
Other retirement accounts, non-managed assets$11,243,000175
Corporate trust and agency accounts, non-managed assets$2,503,000148
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$3,000127
Memoranda
Custody and safekeeping accounts, non-managed assets$0416
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$337,470,000315
Managed Assets ($)$276,923,000265
Personal trust and agency accounts, managed assets$234,597,000180
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,173,000374
Employee benefit-defined benefit accounts, managed assets$1,983,000325
Other employee benefit and retirement-related accounts, managed assets$32,170,000174
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$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$60,547,000331
Personal trust and agency accounts, non-managed assets$9,436,000310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,314,000224
Employee benefit-defined benefit accounts, non-managed Assets$10,649,000156
Other retirement accounts, non-managed assets$11,148,000247
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$18,000987
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$318,189,000323
Managed Assets ($)$258,537,000270
Personal trust and agency accounts, managed assets$217,453,000193
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,471,000269
Employee benefit-defined benefit accounts, managed assets$932,000237
Other employee benefit and retirement-related accounts, managed assets$31,681,000171
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$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$59,652,000285
Personal trust and agency accounts, non-managed assets$10,271,000230
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$29,375,000198
Employee benefit-defined benefit accounts, non-managed Assets$9,826,000153
Other retirement accounts, non-managed assets$10,178,000192
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$2,000146
Memoranda
Custody and safekeeping accounts, non-managed assets$18,000427
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$382,562,000298
Managed Assets ($)$253,923,000277
Personal trust and agency accounts, managed assets$212,916,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,749,000274
Employee benefit-defined benefit accounts, managed assets$872,000239
Other employee benefit and retirement-related accounts, managed assets$31,386,000170
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$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$128,639,000234
Personal trust and agency accounts, non-managed assets$76,404,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,368,000188
Employee benefit-defined benefit accounts, non-managed Assets$9,809,000151
Other retirement accounts, non-managed assets$10,053,000192
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$5,000152
Memoranda
Custody and safekeeping accounts, non-managed assets$18,000427
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$352,666,000308
Managed Assets ($)$233,573,000287
Personal trust and agency accounts, managed assets$195,800,000205
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$8,048,000283
Employee benefit-defined benefit accounts, managed assets$778,000245
Other employee benefit and retirement-related accounts, managed assets$28,947,000172
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$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$119,093,000240
Personal trust and agency accounts, non-managed assets$69,715,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,566,000192
Employee benefit-defined benefit accounts, non-managed Assets$8,628,000152
Other retirement accounts, non-managed assets$9,181,000198
Corporate trust and agency accounts, non-managed assets$3,000200
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$18,000437
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$352,561,000311
Managed Assets ($)$231,144,000292
Personal trust and agency accounts, managed assets$193,666,000206
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$7,964,000387
Employee benefit-defined benefit accounts, managed assets$783,000390
Other employee benefit and retirement-related accounts, managed assets$28,731,000177
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$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$121,417,000250
Personal trust and agency accounts, non-managed assets$70,842,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,814,000203
Employee benefit-defined benefit accounts, non-managed Assets$9,020,000169
Other retirement accounts, non-managed assets$9,738,000263
Corporate trust and agency accounts, non-managed assets$3,000401
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$18,0001,019
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$375,171,000288
Managed Assets ($)$246,899,000279
Personal trust and agency accounts, managed assets$197,557,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,658,000284
Employee benefit-defined benefit accounts, managed assets$1,472,000341
Other employee benefit and retirement-related accounts, managed assets$32,212,000160
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$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$128,272,000218
Personal trust and agency accounts, non-managed assets$69,435,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$37,231,000168
Employee benefit-defined benefit accounts, non-managed Assets$10,347,000151
Other retirement accounts, non-managed assets$11,253,000231
Corporate trust and agency accounts, non-managed assets$4,000402
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$2,000278
Memoranda
Custody and safekeeping accounts, non-managed assets$18,000944
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