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First Commonwealth Bank, Total Fiduciary and Related Assets

2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,121,047,000198
Managed Assets ($)$1,007,142,000169
Personal trust and agency accounts, managed assets$233,571,000200
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$718,000369
Employee benefit-defined benefit accounts, managed assets$40,266,00094
Other employee benefit and retirement-related accounts, managed assets$155,645,000132
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$492,662,000138
Foundation and endowment trust and agency accounts, managed assets$76,606,000132
Other fiduciary accounts, managed assets$7,674,00067
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$154,943,000126
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$113,905,000236
Personal trust and agency accounts, non-managed assets$36,453,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$603,000356
Employee benefit-defined benefit accounts, non-managed Assets$59,654,00072
Other retirement accounts, non-managed assets$13,950,000190
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$3,208,000207
Foundation and endowment trust and agency accounts, non-managed assets$37,000186
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$54,895,000281
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,950,000229
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,086,471,000198
Managed Assets ($)$975,359,000166
Personal trust and agency accounts, managed assets$230,758,000189
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$690,000244
Employee benefit-defined benefit accounts, managed assets$37,891,00095
Other employee benefit and retirement-related accounts, managed assets$141,159,000133
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$519,158,000133
Foundation and endowment trust and agency accounts, managed assets$37,923,000170
Other fiduciary accounts, managed assets$7,780,00050
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$140,482,000128
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$111,112,000213
Personal trust and agency accounts, non-managed assets$35,932,000136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$614,000232
Employee benefit-defined benefit accounts, non-managed Assets$55,604,00073
Other retirement accounts, non-managed assets$15,758,000138
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$3,166,000132
Foundation and endowment trust and agency accounts, non-managed assets$38,000131
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$53,403,000221
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,758,000159
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,069,466,000198
Managed Assets ($)$956,628,000166
Personal trust and agency accounts, managed assets$230,784,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$962,000264
Employee benefit-defined benefit accounts, managed assets$37,500,00096
Other employee benefit and retirement-related accounts, managed assets$133,721,000138
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$508,536,000134
Foundation and endowment trust and agency accounts, managed assets$37,374,000181
Other fiduciary accounts, managed assets$7,751,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$133,050,000130
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,838,000224
Personal trust and agency accounts, non-managed assets$37,129,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$603,000253
Employee benefit-defined benefit accounts, non-managed Assets$55,909,00074
Other retirement accounts, non-managed assets$15,964,000146
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$3,195,000145
Foundation and endowment trust and agency accounts, non-managed assets$38,000137
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$54,173,000239
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,964,000170
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,046,913,000199
Managed Assets ($)$937,478,000167
Personal trust and agency accounts, managed assets$227,834,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,506,000257
Employee benefit-defined benefit accounts, managed assets$36,761,00096
Other employee benefit and retirement-related accounts, managed assets$124,655,000139
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$499,935,000133
Foundation and endowment trust and agency accounts, managed assets$38,138,000179
Other fiduciary accounts, managed assets$8,649,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$124,002,000134
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$109,435,000226
Personal trust and agency accounts, non-managed assets$34,899,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$594,000257
Employee benefit-defined benefit accounts, non-managed Assets$54,984,00075
Other retirement accounts, non-managed assets$15,692,000147
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$3,228,000146
Foundation and endowment trust and agency accounts, non-managed assets$38,000140
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$54,104,000233
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,692,000165
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$949,855,000200
Managed Assets ($)$847,279,000171
Personal trust and agency accounts, managed assets$217,824,000191
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,409,000349
Employee benefit-defined benefit accounts, managed assets$34,075,00097
Other employee benefit and retirement-related accounts, managed assets$114,991,000137
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$438,218,000133
Foundation and endowment trust and agency accounts, managed assets$35,570,000182
Other fiduciary accounts, managed assets$5,192,00077
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$114,003,000131
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$102,576,000238
Personal trust and agency accounts, non-managed assets$32,523,000161
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$585,000366
Employee benefit-defined benefit accounts, non-managed Assets$51,050,00078
Other retirement accounts, non-managed assets$15,217,000177
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$3,163,000205
Foundation and endowment trust and agency accounts, non-managed assets$38,000190
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$50,052,000277
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,217,000214
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,034,230,000201
Managed Assets ($)$921,335,000167
Personal trust and agency accounts, managed assets$239,695,000188
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,661,000261
Employee benefit-defined benefit accounts, managed assets$36,484,00098
Other employee benefit and retirement-related accounts, managed assets$120,657,000141
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$477,227,000133
Foundation and endowment trust and agency accounts, managed assets$40,443,000169
Other fiduciary accounts, managed assets$5,168,00063
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$119,554,000134
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$112,895,000227
Personal trust and agency accounts, non-managed assets$35,790,000144
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$592,000257
Employee benefit-defined benefit accounts, non-managed Assets$55,336,00078
Other retirement accounts, non-managed assets$17,850,000140
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$3,289,000147
Foundation and endowment trust and agency accounts, non-managed assets$38,000141
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$55,345,000233
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$17,850,000155
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$998,059,000202
Managed Assets ($)$887,091,000166
Personal trust and agency accounts, managed assets$230,208,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,697,000265
Employee benefit-defined benefit accounts, managed assets$35,405,000100
Other employee benefit and retirement-related accounts, managed assets$113,799,000146
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$462,083,000132
Foundation and endowment trust and agency accounts, managed assets$39,281,000169
Other fiduciary accounts, managed assets$4,618,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$113,152,000139
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$110,968,000233
Personal trust and agency accounts, non-managed assets$33,992,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$592,000258
Employee benefit-defined benefit accounts, non-managed Assets$54,200,00080
Other retirement accounts, non-managed assets$18,874,000127
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$3,271,000144
Foundation and endowment trust and agency accounts, non-managed assets$39,000143
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$53,391,000236
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$18,874,000142
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$982,602,000203
Managed Assets ($)$861,287,000169
Personal trust and agency accounts, managed assets$228,551,000195
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,670,000264
Employee benefit-defined benefit accounts, managed assets$35,379,000101
Other employee benefit and retirement-related accounts, managed assets$111,856,000148
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$439,008,000134
Foundation and endowment trust and agency accounts, managed assets$40,218,000166
Other fiduciary accounts, managed assets$4,605,00056
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$111,211,000137
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$121,315,000226
Personal trust and agency accounts, non-managed assets$43,537,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$590,000261
Employee benefit-defined benefit accounts, non-managed Assets$54,254,00079
Other retirement accounts, non-managed assets$19,601,000129
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$3,294,000147
Foundation and endowment trust and agency accounts, non-managed assets$39,000140
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$54,364,000234
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$19,601,000139
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$979,434,000205
Managed Assets ($)$841,076,000174
Personal trust and agency accounts, managed assets$228,262,000198
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,935,000356
Employee benefit-defined benefit accounts, managed assets$35,928,000103
Other employee benefit and retirement-related accounts, managed assets$111,871,000148
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$418,104,000139
Foundation and endowment trust and agency accounts, managed assets$40,388,000169
Other fiduciary accounts, managed assets$4,588,00081
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$111,221,000139
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$138,358,000216
Personal trust and agency accounts, non-managed assets$56,301,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$605,000382
Employee benefit-defined benefit accounts, non-managed Assets$55,127,00081
Other retirement accounts, non-managed assets$20,925,000147
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$5,361,000171
Foundation and endowment trust and agency accounts, non-managed assets$39,000190
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$87,722,000234
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,925,000171
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$956,057,000203
Managed Assets ($)$820,707,000173
Personal trust and agency accounts, managed assets$216,653,000202
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,889,000261
Employee benefit-defined benefit accounts, managed assets$34,057,000104
Other employee benefit and retirement-related accounts, managed assets$106,308,000151
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$415,886,000139
Foundation and endowment trust and agency accounts, managed assets$39,945,000161
Other fiduciary accounts, managed assets$5,969,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$105,671,000143
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$135,350,000216
Personal trust and agency accounts, non-managed assets$55,195,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$602,000261
Employee benefit-defined benefit accounts, non-managed Assets$52,034,00077
Other retirement accounts, non-managed assets$21,256,000122
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$6,224,000124
Foundation and endowment trust and agency accounts, non-managed assets$39,000144
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$82,822,000213
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,256,000131
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$920,670,000201
Managed Assets ($)$785,204,000172
Personal trust and agency accounts, managed assets$199,124,000207
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,819,000262
Employee benefit-defined benefit accounts, managed assets$33,088,000105
Other employee benefit and retirement-related accounts, managed assets$101,500,000152
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$404,012,000134
Foundation and endowment trust and agency accounts, managed assets$39,796,000160
Other fiduciary accounts, managed assets$5,865,00056
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$100,875,000145
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$135,466,000212
Personal trust and agency accounts, non-managed assets$56,732,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$599,000262
Employee benefit-defined benefit accounts, non-managed Assets$50,736,00077
Other retirement accounts, non-managed assets$21,210,000123
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$6,149,000125
Foundation and endowment trust and agency accounts, non-managed assets$40,000145
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$78,447,000214
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,210,000133
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$679,468,000232
Managed Assets ($)$601,711,000207
Personal trust and agency accounts, managed assets$173,494,000228
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,774,000265
Employee benefit-defined benefit accounts, managed assets$32,384,000105
Other employee benefit and retirement-related accounts, managed assets$82,253,000174
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$263,903,000167
Foundation and endowment trust and agency accounts, managed assets$41,668,000158
Other fiduciary accounts, managed assets$6,235,00055
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,991,000165
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,757,000241
Personal trust and agency accounts, non-managed assets$14,542,000180
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$49,613,00079
Other retirement accounts, non-managed assets$7,318,000194
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$6,244,000120
Foundation and endowment trust and agency accounts, non-managed assets$40,000144
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$42,899,000247
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,318,000216
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$668,848,000231
Managed Assets ($)$591,466,000206
Personal trust and agency accounts, managed assets$166,662,000234
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,715,000370
Employee benefit-defined benefit accounts, managed assets$31,718,000105
Other employee benefit and retirement-related accounts, managed assets$81,925,000169
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$266,256,000164
Foundation and endowment trust and agency accounts, managed assets$36,702,000170
Other fiduciary accounts, managed assets$6,488,00072
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,663,000158
Investments of managed fiduciary accts in advised or sponsored mutual funds$266,256,00032
Non-managed Assets ($)$77,382,000266
Personal trust and agency accounts, non-managed assets$14,508,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0433
Employee benefit-defined benefit accounts, non-managed Assets$49,057,00081
Other retirement accounts, non-managed assets$7,392,000283
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$6,385,000152
Foundation and endowment trust and agency accounts, non-managed assets$40,000190
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$43,790,000296
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,392,000325
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$659,891,000232
Managed Assets ($)$603,144,000201
Personal trust and agency accounts, managed assets$169,404,000231
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,714,000271
Employee benefit-defined benefit accounts, managed assets$30,809,000105
Other employee benefit and retirement-related accounts, managed assets$81,113,000170
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$270,646,000159
Foundation and endowment trust and agency accounts, managed assets$41,130,000149
Other fiduciary accounts, managed assets$8,328,00051
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$80,848,000158
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$56,747,000270
Personal trust and agency accounts, non-managed assets$14,101,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0276
Employee benefit-defined benefit accounts, non-managed Assets$29,162,00087
Other retirement accounts, non-managed assets$7,041,000200
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$6,403,000116
Foundation and endowment trust and agency accounts, non-managed assets$40,000145
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$43,834,000242
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$7,041,000220
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$658,441,000233
Managed Assets ($)$601,960,000203
Personal trust and agency accounts, managed assets$170,896,000227
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,667,000273
Employee benefit-defined benefit accounts, managed assets$30,371,000106
Other employee benefit and retirement-related accounts, managed assets$80,270,000168
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$267,457,000162
Foundation and endowment trust and agency accounts, managed assets$43,257,000144
Other fiduciary accounts, managed assets$8,042,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$80,005,000158
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$56,481,000272
Personal trust and agency accounts, non-managed assets$14,018,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0280
Employee benefit-defined benefit accounts, non-managed Assets$28,545,00087
Other retirement accounts, non-managed assets$6,858,000207
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$7,019,000118
Foundation and endowment trust and agency accounts, non-managed assets$41,000151
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$43,549,000245
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$6,858,000230
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$668,439,000228
Managed Assets ($)$601,523,000200
Personal trust and agency accounts, managed assets$177,768,000214
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,657,000273
Employee benefit-defined benefit accounts, managed assets$30,245,000108
Other employee benefit and retirement-related accounts, managed assets$81,403,000162
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$260,063,000162
Foundation and endowment trust and agency accounts, managed assets$42,626,000142
Other fiduciary accounts, managed assets$7,761,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,140,000151
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$66,916,000256
Personal trust and agency accounts, non-managed assets$16,114,000170
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$34,714,00085
Other retirement accounts, non-managed assets$6,626,000205
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$9,421,000105
Foundation and endowment trust and agency accounts, non-managed assets$41,000149
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$35,492,000263
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$6,626,000230
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$651,923,000233
Managed Assets ($)$581,129,000205
Personal trust and agency accounts, managed assets$182,334,000213
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,599,000385
Employee benefit-defined benefit accounts, managed assets$26,962,000117
Other employee benefit and retirement-related accounts, managed assets$79,514,000163
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$243,992,000165
Foundation and endowment trust and agency accounts, managed assets$43,472,000145
Other fiduciary accounts, managed assets$3,256,00099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,253,000151
Investments of managed fiduciary accts in advised or sponsored mutual funds$243,992,00033
Non-managed Assets ($)$70,794,000265
Personal trust and agency accounts, non-managed assets$16,194,000208
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0461
Employee benefit-defined benefit accounts, non-managed Assets$35,197,00086
Other retirement accounts, non-managed assets$8,555,000260
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$10,807,000118
Foundation and endowment trust and agency accounts, non-managed assets$41,000198
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$41,416,000304
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,555,000316
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$636,209,000233
Managed Assets ($)$560,424,000205
Personal trust and agency accounts, managed assets$169,460,000222
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,567,000271
Employee benefit-defined benefit accounts, managed assets$24,179,000116
Other employee benefit and retirement-related accounts, managed assets$79,278,000160
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$240,652,000163
Foundation and endowment trust and agency accounts, managed assets$43,456,000142
Other fiduciary accounts, managed assets$1,832,00086
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,016,000148
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$75,785,000243
Personal trust and agency accounts, non-managed assets$21,013,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0284
Employee benefit-defined benefit accounts, non-managed Assets$34,229,00086
Other retirement accounts, non-managed assets$8,630,000183
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$11,872,00092
Foundation and endowment trust and agency accounts, non-managed assets$41,000146
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$57,149,000232
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$8,630,000205
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$670,675,000234
Managed Assets ($)$585,017,000205
Personal trust and agency accounts, managed assets$183,738,000214
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,862,000273
Employee benefit-defined benefit accounts, managed assets$25,654,000114
Other employee benefit and retirement-related accounts, managed assets$81,125,000162
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$245,391,000168
Foundation and endowment trust and agency accounts, managed assets$45,914,000145
Other fiduciary accounts, managed assets$1,333,00089
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$80,862,000149
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$85,658,000241
Personal trust and agency accounts, non-managed assets$22,043,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,508,000239
Employee benefit-defined benefit accounts, non-managed Assets$36,541,00085
Other retirement accounts, non-managed assets$9,295,000178
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$14,135,00089
Foundation and endowment trust and agency accounts, non-managed assets$136,000141
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$45,964,000256
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,295,000204
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$685,439,000231
Managed Assets ($)$585,291,000205
Personal trust and agency accounts, managed assets$189,576,000212
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,857,000268
Employee benefit-defined benefit accounts, managed assets$25,614,000117
Other employee benefit and retirement-related accounts, managed assets$80,913,000163
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$240,238,000172
Foundation and endowment trust and agency accounts, managed assets$45,762,000141
Other fiduciary accounts, managed assets$1,331,00091
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$80,650,000147
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$100,148,000230
Personal trust and agency accounts, non-managed assets$22,938,000153
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,483,000209
Employee benefit-defined benefit accounts, non-managed Assets$40,613,00082
Other retirement accounts, non-managed assets$9,286,000181
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$13,976,00090
Foundation and endowment trust and agency accounts, non-managed assets$2,852,000104
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$41,997,000260
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,286,000208
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$681,503,000231
Managed Assets ($)$569,818,000210
Personal trust and agency accounts, managed assets$186,855,000212
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,834,000386
Employee benefit-defined benefit accounts, managed assets$25,110,000123
Other employee benefit and retirement-related accounts, managed assets$78,140,000165
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$231,451,000174
Foundation and endowment trust and agency accounts, managed assets$45,096,000143
Other fiduciary accounts, managed assets$1,332,000133
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$77,877,000149
Investments of managed fiduciary accts in advised or sponsored mutual funds$231,451,00035
Non-managed Assets ($)$111,685,000222
Personal trust and agency accounts, non-managed assets$22,885,000186
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$17,752,000229
Employee benefit-defined benefit accounts, non-managed Assets$40,040,00084
Other retirement accounts, non-managed assets$10,994,000235
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$17,383,00089
Foundation and endowment trust and agency accounts, non-managed assets$2,631,000119
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$40,587,000320
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,994,000281
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$764,825,000210
Managed Assets ($)$555,835,000206
Personal trust and agency accounts, managed assets$180,715,000216
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,824,000272
Employee benefit-defined benefit accounts, managed assets$24,189,000118
Other employee benefit and retirement-related accounts, managed assets$77,218,000160
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$224,746,000174
Foundation and endowment trust and agency accounts, managed assets$45,812,000135
Other fiduciary accounts, managed assets$1,331,00089
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,956,000145
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$208,990,000169
Personal trust and agency accounts, non-managed assets$24,655,000153
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$118,256,000112
Employee benefit-defined benefit accounts, non-managed Assets$36,228,00087
Other retirement accounts, non-managed assets$10,416,000173
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$16,761,00078
Foundation and endowment trust and agency accounts, non-managed assets$2,674,000104
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$38,574,000261
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,416,000197
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$780,335,000206
Managed Assets ($)$565,197,000205
Personal trust and agency accounts, managed assets$184,905,000210
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,900,000235
Employee benefit-defined benefit accounts, managed assets$24,321,000118
Other employee benefit and retirement-related accounts, managed assets$80,352,000157
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$222,539,000174
Foundation and endowment trust and agency accounts, managed assets$45,844,000135
Other fiduciary accounts, managed assets$1,336,00086
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$80,090,000139
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$215,138,000168
Personal trust and agency accounts, non-managed assets$24,949,000155
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$122,427,000109
Employee benefit-defined benefit accounts, non-managed Assets$35,926,00087
Other retirement accounts, non-managed assets$11,521,000165
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$17,564,00077
Foundation and endowment trust and agency accounts, non-managed assets$2,751,000100
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$45,322,000255
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,521,000192
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$769,909,000204
Managed Assets ($)$554,098,000204
Personal trust and agency accounts, managed assets$184,724,000205
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,791,000235
Employee benefit-defined benefit accounts, managed assets$23,522,000118
Other employee benefit and retirement-related accounts, managed assets$76,924,000158
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$213,982,000175
Foundation and endowment trust and agency accounts, managed assets$47,818,000129
Other fiduciary accounts, managed assets$1,337,00082
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,664,000141
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$215,811,000167
Personal trust and agency accounts, non-managed assets$24,684,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$121,037,000111
Employee benefit-defined benefit accounts, non-managed Assets$34,871,00089
Other retirement accounts, non-managed assets$11,256,000167
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$21,288,00071
Foundation and endowment trust and agency accounts, non-managed assets$2,675,000101
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$61,756,000229
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,256,000190
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$775,434,000203
Managed Assets ($)$548,905,000201
Personal trust and agency accounts, managed assets$184,177,000207
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$5,707,000300
Employee benefit-defined benefit accounts, managed assets$23,308,000127
Other employee benefit and retirement-related accounts, managed assets$76,830,000158
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$210,710,000174
Foundation and endowment trust and agency accounts, managed assets$46,835,000134
Other fiduciary accounts, managed assets$1,338,000128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,571,000142
Investments of managed fiduciary accts in advised or sponsored mutual funds$210,710,00037
Non-managed Assets ($)$226,529,000163
Personal trust and agency accounts, non-managed assets$25,000,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$130,040,000107
Employee benefit-defined benefit accounts, non-managed Assets$34,500,00087
Other retirement accounts, non-managed assets$11,255,000233
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$24,365,00071
Foundation and endowment trust and agency accounts, non-managed assets$1,369,000136
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$67,372,000262
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,255,000284
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$746,130,000199
Managed Assets ($)$531,351,000199
Personal trust and agency accounts, managed assets$178,832,000204
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,571,000220
Employee benefit-defined benefit accounts, managed assets$21,595,000122
Other employee benefit and retirement-related accounts, managed assets$70,785,000157
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$200,718,000173
Foundation and endowment trust and agency accounts, managed assets$44,631,000128
Other fiduciary accounts, managed assets$8,219,00054
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$70,525,000142
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$214,779,000164
Personal trust and agency accounts, non-managed assets$24,068,000147
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$123,582,000109
Employee benefit-defined benefit accounts, non-managed Assets$32,489,00090
Other retirement accounts, non-managed assets$10,676,000170
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$22,707,00067
Foundation and endowment trust and agency accounts, non-managed assets$1,257,000114
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$66,687,000220
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,676,000200
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$755,531,000193
Managed Assets ($)$527,529,000191
Personal trust and agency accounts, managed assets$177,334,000195
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,214,000224
Employee benefit-defined benefit accounts, managed assets$20,703,000124
Other employee benefit and retirement-related accounts, managed assets$68,078,000157
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$203,403,000169
Foundation and endowment trust and agency accounts, managed assets$42,855,000127
Other fiduciary accounts, managed assets$8,942,00052
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$67,818,000140
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$228,002,000161
Personal trust and agency accounts, non-managed assets$23,759,000148
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$136,820,000102
Employee benefit-defined benefit accounts, non-managed Assets$31,428,00089
Other retirement accounts, non-managed assets$10,878,000169
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$23,978,00065
Foundation and endowment trust and agency accounts, non-managed assets$1,139,000117
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$95,700,000193
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,878,000196
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$762,923,000192
Managed Assets ($)$524,758,000192
Personal trust and agency accounts, managed assets$180,855,000194
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$12,435,000193
Employee benefit-defined benefit accounts, managed assets$29,738,000116
Other employee benefit and retirement-related accounts, managed assets$67,122,000158
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$189,291,000180
Foundation and endowment trust and agency accounts, managed assets$42,387,000130
Other fiduciary accounts, managed assets$2,930,00074
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$66,856,000139
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$238,165,000152
Personal trust and agency accounts, non-managed assets$23,761,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$142,776,000101
Employee benefit-defined benefit accounts, non-managed Assets$31,671,00086
Other retirement accounts, non-managed assets$10,660,000172
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$28,093,00064
Foundation and endowment trust and agency accounts, non-managed assets$1,204,000118
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$87,748,000205
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,660,000196
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$739,112,000194
Managed Assets ($)$503,435,000192
Personal trust and agency accounts, managed assets$173,475,000196
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$13,926,000212
Employee benefit-defined benefit accounts, managed assets$28,209,000120
Other employee benefit and retirement-related accounts, managed assets$61,928,000162
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$182,462,000185
Foundation and endowment trust and agency accounts, managed assets$40,503,000134
Other fiduciary accounts, managed assets$2,932,00093
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,662,000140
Investments of managed fiduciary accts in advised or sponsored mutual funds$182,462,00039
Non-managed Assets ($)$235,677,000152
Personal trust and agency accounts, non-managed assets$23,061,000180
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$145,244,000102
Employee benefit-defined benefit accounts, non-managed Assets$30,296,00092
Other retirement accounts, non-managed assets$9,957,000250
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$25,969,00069
Foundation and endowment trust and agency accounts, non-managed assets$1,150,000135
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$76,970,000252
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,957,000308
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$777,175,000191
Managed Assets ($)$513,470,000189
Personal trust and agency accounts, managed assets$182,846,000181
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,020,000177
Employee benefit-defined benefit accounts, managed assets$27,672,000118
Other employee benefit and retirement-related accounts, managed assets$59,496,000165
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$183,409,000180
Foundation and endowment trust and agency accounts, managed assets$41,094,000125
Other fiduciary accounts, managed assets$2,933,00069
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,229,000139
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$263,705,000141
Personal trust and agency accounts, non-managed assets$23,030,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$171,218,00091
Employee benefit-defined benefit accounts, non-managed Assets$30,212,00088
Other retirement accounts, non-managed assets$11,174,000156
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$26,884,00063
Foundation and endowment trust and agency accounts, non-managed assets$1,187,000110
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$56,699,000230
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,174,000185
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$752,761,000185
Managed Assets ($)$489,122,000188
Personal trust and agency accounts, managed assets$175,056,000186
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,470,000181
Employee benefit-defined benefit accounts, managed assets$26,075,000121
Other employee benefit and retirement-related accounts, managed assets$54,335,000172
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$174,933,000184
Foundation and endowment trust and agency accounts, managed assets$40,318,000124
Other fiduciary accounts, managed assets$2,935,00069
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$54,069,000149
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$263,639,000144
Personal trust and agency accounts, non-managed assets$23,000,000141
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$173,182,00092
Employee benefit-defined benefit accounts, non-managed Assets$29,003,00087
Other retirement accounts, non-managed assets$11,045,000155
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$26,235,00058
Foundation and endowment trust and agency accounts, non-managed assets$1,174,000107
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$79,290,000205
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,045,000183
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$776,433,000183
Managed Assets ($)$502,733,000187
Personal trust and agency accounts, managed assets$190,149,000180
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,716,000180
Employee benefit-defined benefit accounts, managed assets$26,340,000123
Other employee benefit and retirement-related accounts, managed assets$53,186,000177
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$172,376,000189
Foundation and endowment trust and agency accounts, managed assets$41,311,000125
Other fiduciary accounts, managed assets$3,655,00062
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$52,921,000148
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$273,700,000141
Personal trust and agency accounts, non-managed assets$22,959,000142
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$180,186,00091
Employee benefit-defined benefit accounts, non-managed Assets$29,887,00087
Other retirement accounts, non-managed assets$11,822,000149
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$27,586,00057
Foundation and endowment trust and agency accounts, non-managed assets$1,260,000105
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$76,750,000213
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,822,000178
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$745,509,000183
Managed Assets ($)$483,840,000185
Personal trust and agency accounts, managed assets$189,756,000176
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,600,000200
Employee benefit-defined benefit accounts, managed assets$24,485,000128
Other employee benefit and retirement-related accounts, managed assets$48,371,000179
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$162,450,000191
Foundation and endowment trust and agency accounts, managed assets$39,770,000123
Other fiduciary accounts, managed assets$4,408,00069
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$48,106,000155
Investments of managed fiduciary accts in advised or sponsored mutual funds$162,450,00042
Non-managed Assets ($)$261,669,000141
Personal trust and agency accounts, non-managed assets$28,321,000154
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$167,216,00094
Employee benefit-defined benefit accounts, non-managed Assets$27,903,00092
Other retirement accounts, non-managed assets$11,314,000209
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$25,689,00064
Foundation and endowment trust and agency accounts, non-managed assets$1,226,000123
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$68,904,000261
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,314,000263
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$712,350,000182
Managed Assets ($)$465,356,000179
Personal trust and agency accounts, managed assets$339,678,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,313,000175
Employee benefit-defined benefit accounts, managed assets$22,513,000126
Other employee benefit and retirement-related accounts, managed assets$45,893,000183
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$37,193,000119
Other fiduciary accounts, managed assets$4,766,00057
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$45,629,000160
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$246,994,000138
Personal trust and agency accounts, non-managed assets$52,483,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$160,408,00092
Employee benefit-defined benefit accounts, non-managed Assets$22,064,00091
Other retirement accounts, non-managed assets$10,857,000151
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$1,182,000102
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$59,401,000227
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,857,000172
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$789,825,000181
Managed Assets ($)$504,094,000180
Personal trust and agency accounts, managed assets$366,651,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,134,000164
Employee benefit-defined benefit accounts, managed assets$24,766,000127
Other employee benefit and retirement-related accounts, managed assets$47,136,000185
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assets$40,192,000117
Other fiduciary accounts, managed assets$5,215,00061
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$46,879,000161
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$285,731,000134
Personal trust and agency accounts, non-managed assets$58,005,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$189,739,00092
Employee benefit-defined benefit accounts, non-managed Assets$24,423,00090
Other retirement accounts, non-managed assets$12,274,000148
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$1,290,00099
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$65,876,000220
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,274,000165
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$799,186,000179
Managed Assets ($)$499,371,000179
Personal trust and agency accounts, managed assets$362,520,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,918,000166
Employee benefit-defined benefit accounts, managed assets$24,234,000127
Other employee benefit and retirement-related accounts, managed assets$45,302,000186
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$0368
Foundation and endowment trust and agency accounts, managed assets$39,998,000115
Other fiduciary accounts, managed assets$7,399,00057
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$45,049,000159
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$299,815,000135
Personal trust and agency accounts, non-managed assets$63,936,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$197,748,00093
Employee benefit-defined benefit accounts, non-managed Assets$24,343,00090
Other retirement accounts, non-managed assets$12,475,000152
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$1,313,00098
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$68,762,000221
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,475,000163
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$794,372,000181
Managed Assets ($)$499,039,000179
Personal trust and agency accounts, managed assets$235,425,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,170,000187
Employee benefit-defined benefit accounts, managed assets$23,429,000131
Other employee benefit and retirement-related accounts, managed assets$45,308,000185
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$130,816,000220
Foundation and endowment trust and agency accounts, managed assets$39,308,000114
Other fiduciary accounts, managed assets$5,583,00069
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$45,055,000157
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$295,333,000138
Personal trust and agency accounts, non-managed assets$31,717,000145
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$197,944,00093
Employee benefit-defined benefit accounts, non-managed Assets$19,280,000102
Other retirement accounts, non-managed assets$12,378,000205
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$32,704,00047
Foundation and endowment trust and agency accounts, non-managed assets$1,310,000123
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$65,492,000277
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,378,000245
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$754,199,000183
Managed Assets ($)$476,850,000179
Personal trust and agency accounts, managed assets$353,971,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,088,000171
Employee benefit-defined benefit accounts, managed assets$22,220,000128
Other employee benefit and retirement-related accounts, managed assets$42,581,000180
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$0354
Foundation and endowment trust and agency accounts, managed assets$34,403,000115
Other fiduciary accounts, managed assets$5,587,00059
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$42,324,000156
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$277,349,000139
Personal trust and agency accounts, non-managed assets$62,978,00090
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$184,143,00093
Employee benefit-defined benefit accounts, non-managed Assets$17,293,00094
Other retirement accounts, non-managed assets$11,702,000150
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$1,233,000100
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$57,428,000232
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,702,000158
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$714,022,000182
Managed Assets ($)$446,091,000181
Personal trust and agency accounts, managed assets$332,204,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,927,000172
Employee benefit-defined benefit accounts, managed assets$20,575,000128
Other employee benefit and retirement-related accounts, managed assets$39,041,000179
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0356
Foundation and endowment trust and agency accounts, managed assets$31,751,000115
Other fiduciary accounts, managed assets$5,593,00059
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$38,786,000154
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$267,931,000138
Personal trust and agency accounts, non-managed assets$68,426,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$170,815,00091
Employee benefit-defined benefit accounts, non-managed Assets$16,272,00095
Other retirement accounts, non-managed assets$11,230,000150
Corporate trust and agency accounts, non-managed assets$2,000151
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$1,186,00099
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$57,550,000230
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,230,000159
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$747,944,000181
Managed Assets ($)$455,534,000186
Personal trust and agency accounts, managed assets$336,559,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,922,000171
Employee benefit-defined benefit accounts, managed assets$21,549,000126
Other employee benefit and retirement-related accounts, managed assets$38,018,000186
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$0359
Foundation and endowment trust and agency accounts, managed assets$34,835,000116
Other fiduciary accounts, managed assets$5,651,00056
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$37,766,000157
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$292,410,000132
Personal trust and agency accounts, non-managed assets$69,248,00085
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$185,374,00089
Employee benefit-defined benefit accounts, non-managed Assets$17,153,00093
Other retirement accounts, non-managed assets$11,750,000146
Corporate trust and agency accounts, non-managed assets$2,000150
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$8,883,00072
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$61,242,000237
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,750,000155
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$741,569,000183
Managed Assets ($)$437,018,000194
Personal trust and agency accounts, managed assets$206,274,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,188,000195
Employee benefit-defined benefit accounts, managed assets$21,008,000135
Other employee benefit and retirement-related accounts, managed assets$34,398,000201
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$113,246,000231
Foundation and endowment trust and agency accounts, managed assets$38,249,000107
Other fiduciary accounts, managed assets$5,655,00065
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$34,149,000169
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$304,551,000130
Personal trust and agency accounts, non-managed assets$48,226,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$181,076,00090
Employee benefit-defined benefit accounts, non-managed Assets$16,550,000102
Other retirement accounts, non-managed assets$11,219,000214
Corporate trust and agency accounts, non-managed assets$34,000286
Investment management and advisory agency accounts, non-managed assets$28,312,00038
Foundation and endowment trust and agency accounts, non-managed assets$19,134,00053
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$59,561,000291
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$11,219,000265
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$691,312,000192
Managed Assets ($)$425,051,000199
Personal trust and agency accounts, managed assets$221,082,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$31,795,000132
Employee benefit-defined benefit accounts, managed assets$26,151,000120
Other employee benefit and retirement-related accounts, managed assets$12,002,000263
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$134,021,000209
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$266,261,000134
Personal trust and agency accounts, non-managed assets$76,922,00091
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$157,955,00093
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$31,349,00089
Corporate trust and agency accounts, non-managed assets$35,000144
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$94,908,000202
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$642,091,000195
Managed Assets ($)$398,962,000206
Personal trust and agency accounts, managed assets$207,409,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,662,000137
Employee benefit-defined benefit accounts, managed assets$23,807,000120
Other employee benefit and retirement-related accounts, managed assets$12,068,000265
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$127,016,000208
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$243,129,000138
Personal trust and agency accounts, non-managed assets$69,035,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$145,917,00093
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$28,142,00097
Corporate trust and agency accounts, non-managed assets$35,000145
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$90,320,000212
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$612,206,000195
Managed Assets ($)$382,714,000203
Personal trust and agency accounts, managed assets$200,834,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,068,000138
Employee benefit-defined benefit accounts, managed assets$21,649,000122
Other employee benefit and retirement-related accounts, managed assets$11,012,000264
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$123,151,000210
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$229,492,000137
Personal trust and agency accounts, non-managed assets$64,139,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$137,973,00091
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$27,346,00090
Corporate trust and agency accounts, non-managed assets$34,000146
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$92,552,000216
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$663,096,000190
Managed Assets ($)$422,217,000191
Personal trust and agency accounts, managed assets$232,533,000147
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,250,000158
Employee benefit-defined benefit accounts, managed assets$22,220,000123
Other employee benefit and retirement-related accounts, managed assets$12,068,000335
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$129,146,000215
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$240,879,000146
Personal trust and agency accounts, non-managed assets$60,201,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$152,502,00091
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$28,142,000117
Corporate trust and agency accounts, non-managed assets$34,000296
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$98,322,000248
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$745,464,000187
Managed Assets ($)$474,815,000187
Personal trust and agency accounts, managed assets$259,829,000148
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,775,000123
Employee benefit-defined benefit accounts, managed assets$26,223,000111
Other employee benefit and retirement-related accounts, managed assets$13,000374
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$145,975,000208
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$270,649,000143
Personal trust and agency accounts, non-managed assets$65,170,000107
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$205,316,00085
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$29,000325
Corporate trust and agency accounts, non-managed assets$134,000148
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$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$103,859,000226
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$769,600,000195
Managed Assets ($)$487,860,000193
Personal trust and agency accounts, managed assets$270,427,000150
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$45,469,000126
Employee benefit-defined benefit accounts, managed assets$23,269,000126
Other employee benefit and retirement-related accounts, managed assets$15,000380
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$148,680,000211
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$281,740,000147
Personal trust and agency accounts, non-managed assets$67,638,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$213,938,00087
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$32,000329
Corporate trust and agency accounts, non-managed assets$132,000152
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$110,358,000219
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$801,675,000198
Managed Assets ($)$509,741,000193
Personal trust and agency accounts, managed assets$276,030,000151
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,979,000159
Employee benefit-defined benefit accounts, managed assets$26,973,000116
Other employee benefit and retirement-related accounts, managed assets$16,138,000273
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$160,621,000209
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$291,934,000148
Personal trust and agency accounts, non-managed assets$68,636,000106
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,166,000196
Employee benefit-defined benefit accounts, non-managed Assets$163,515,00060
Other retirement accounts, non-managed assets$33,485,00099
Corporate trust and agency accounts, non-managed assets$132,000149
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$17,291,000334
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$837,610,000195
Managed Assets ($)$528,510,000188
Personal trust and agency accounts, managed assets$285,130,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,556,000171
Employee benefit-defined benefit accounts, managed assets$28,171,000123
Other employee benefit and retirement-related accounts, managed assets$15,569,000316
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$167,084,000204
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$309,100,000151
Personal trust and agency accounts, non-managed assets$76,112,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$199,264,00091
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$33,593,000110
Corporate trust and agency accounts, non-managed assets$131,000274
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$109,168,000252
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$842,031,000192
Managed Assets ($)$542,273,000187
Personal trust and agency accounts, managed assets$291,013,000146
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,336,000164
Employee benefit-defined benefit accounts, managed assets$28,115,000119
Other employee benefit and retirement-related accounts, managed assets$17,040,000263
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$173,769,000198
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$299,758,000148
Personal trust and agency accounts, non-managed assets$65,609,000107
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$23,643,000201
Employee benefit-defined benefit accounts, non-managed Assets$174,362,00060
Other retirement accounts, non-managed assets$36,015,00091
Corporate trust and agency accounts, non-managed assets$129,000152
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$112,689,000227
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$1,180,079,000168
Managed Assets ($)$532,070,000195
Personal trust and agency accounts, managed assets$286,168,000152
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,184,000218
Employee benefit-defined benefit accounts, managed assets$27,152,000123
Other employee benefit and retirement-related accounts, managed assets$35,123,000192
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$169,443,000202
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$648,009,000126
Personal trust and agency accounts, non-managed assets$64,167,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$41,829,000170
Employee benefit-defined benefit accounts, non-managed Assets$169,207,00064
Other retirement accounts, non-managed assets$16,770,000147
Corporate trust and agency accounts, non-managed assets$356,036,00049
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$113,207,000233
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$1,198,135,000167
Managed Assets ($)$517,915,000197
Personal trust and agency accounts, managed assets$277,988,000153
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,392,000165
Employee benefit-defined benefit accounts, managed assets$26,365,000124
Other employee benefit and retirement-related accounts, managed assets$15,650,000267
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$165,520,000202
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$680,220,000124
Personal trust and agency accounts, non-managed assets$62,390,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,124,000201
Employee benefit-defined benefit accounts, non-managed Assets$163,347,00063
Other retirement accounts, non-managed assets$34,935,00099
Corporate trust and agency accounts, non-managed assets$393,424,00047
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$112,420,000230
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$1,213,395,000167
Managed Assets ($)$522,945,000193
Personal trust and agency accounts, managed assets$281,915,000153
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,089,000184
Employee benefit-defined benefit accounts, managed assets$25,839,000131
Other employee benefit and retirement-related accounts, managed assets$15,675,000303
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$167,427,000197
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$690,450,000119
Personal trust and agency accounts, non-managed assets$60,446,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,397,000214
Employee benefit-defined benefit accounts, non-managed Assets$177,831,00062
Other retirement accounts, non-managed assets$34,359,000117
Corporate trust and agency accounts, non-managed assets$384,417,00049
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$113,592,000253
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$1,206,550,000165
Managed Assets ($)$524,578,000191
Personal trust and agency accounts, managed assets$281,125,000158
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$31,018,000163
Employee benefit-defined benefit accounts, managed assets$24,981,000128
Other employee benefit and retirement-related accounts, managed assets$16,670,000247
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$170,784,000197
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$681,972,000121
Personal trust and agency accounts, non-managed assets$55,964,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,998,000181
Employee benefit-defined benefit accounts, non-managed Assets$162,667,00067
Other retirement accounts, non-managed assets$33,605,000104
Corporate trust and agency accounts, non-managed assets$396,738,00051
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$124,007,000223
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$1,196,336,000168
Managed Assets ($)$512,234,000196
Personal trust and agency accounts, managed assets$275,850,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,106,000171
Employee benefit-defined benefit accounts, managed assets$24,221,000132
Other employee benefit and retirement-related accounts, managed assets$18,842,000236
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$165,215,000202
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$684,102,000128
Personal trust and agency accounts, non-managed assets$54,752,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$31,625,000185
Employee benefit-defined benefit accounts, non-managed Assets$160,077,00071
Other retirement accounts, non-managed assets$32,930,000113
Corporate trust and agency accounts, non-managed assets$404,718,00054
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$122,894,000223
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$1,187,803,000168
Managed Assets ($)$513,687,000195
Personal trust and agency accounts, managed assets$270,147,000162
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,938,000181
Employee benefit-defined benefit accounts, managed assets$24,476,000131
Other employee benefit and retirement-related accounts, managed assets$18,842,000237
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$172,284,000193
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$674,116,000129
Personal trust and agency accounts, non-managed assets$55,149,000127
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$202,101,00093
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$32,930,000110
Corporate trust and agency accounts, non-managed assets$383,936,00055
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$123,426,000225
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Personal trust and agency accounts, managed assets$01,621
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0755
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0819
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$0918
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,365
Personal trust and agency accounts, non-managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0688
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$0867
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$0966
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Personal trust and agency accounts, managed assets$0409
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0329
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$0370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0412
Personal trust and agency accounts, non-managed assets$0337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Personal trust and agency accounts, managed assets$0423
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0424
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0343
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$0383
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Personal trust and agency accounts, managed assets$01,639
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0765
Employee benefit-defined benefit accounts, managed assets$0442
Other employee benefit and retirement-related accounts, managed assets$0797
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$0911
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,358
Personal trust and agency accounts, non-managed assets$01,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0699
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$0862
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$0996
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$0327
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Personal trust and agency accounts, managed assets$0418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0338
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0409
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$0416
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Personal trust and agency accounts, managed assets$01,694
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0794
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$0809
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,404
Personal trust and agency accounts, non-managed assets$01,035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$0879
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$01,022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Personal trust and agency accounts, managed assets$0432
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0347
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$0364
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0445
Personal trust and agency accounts, non-managed assets$0370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$0350
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$0430
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Personal trust and agency accounts, managed assets$0436
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0353
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0447
Personal trust and agency accounts, non-managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0349
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$0431
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Personal trust and agency accounts, managed assets$0450
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0360
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0458
Personal trust and agency accounts, non-managed assets$0390
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0354
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$0442
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Personal trust and agency accounts, managed assets$01,748
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0832
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,452
Personal trust and agency accounts, non-managed assets$01,066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$0883
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$01,046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Personal trust and agency accounts, managed assets$01,716
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0814
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0769
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,377
Personal trust and agency accounts, non-managed assets$0992
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA