Home > First National Bank & Trust > Total Fiduciary and Related Assets
First National Bank & Trust, Total Fiduciary and Related Assets
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $554,926,000 | 245 |
| Managed Assets ($) | $263,402,000 | 292 |
| Personal trust and agency accounts, managed assets | $166,482,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,922,000 | 233 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $83,997,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $4,001,000 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,524,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $116,940,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,487,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,684,000 | 125 |
| Other retirement accounts, non-managed assets | $49,781,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $19,632,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,439,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $599,350,000 | 236 |
| Managed Assets ($) | $281,231,000 | 283 |
| Personal trust and agency accounts, managed assets | $157,789,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,256,000 | 236 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $101,063,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $4,123,000 | 742 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $318,119,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $126,423,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $80,032,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,272,000 | 137 |
| Other retirement accounts, non-managed assets | $50,871,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $48,521,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,314,000 | 713 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $585,298,000 | 237 |
| Managed Assets ($) | $273,433,000 | 282 |
| Personal trust and agency accounts, managed assets | $158,153,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,820,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $93,540,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $3,920,000 | 355 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $311,865,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $124,707,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,540,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,713,000 | 130 |
| Other retirement accounts, non-managed assets | $50,667,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $47,238,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,979,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $584,501,000 | 240 |
| Managed Assets ($) | $275,241,000 | 281 |
| Personal trust and agency accounts, managed assets | $150,982,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,385,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $102,081,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $3,793,000 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $309,260,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $119,951,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,085,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,312,000 | 134 |
| Other retirement accounts, non-managed assets | $49,717,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $53,195,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,867,000 | 365 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $577,632,000 | 244 |
| Managed Assets ($) | $280,350,000 | 280 |
| Personal trust and agency accounts, managed assets | $152,629,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,974,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $104,885,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $3,862,000 | 366 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,282,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $122,765,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,295,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,965,000 | 126 |
| Other retirement accounts, non-managed assets | $52,010,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $32,247,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,036,000 | 370 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $551,943,000 | 244 |
| Managed Assets ($) | $264,683,000 | 286 |
| Personal trust and agency accounts, managed assets | $145,176,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,384,000 | 247 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $97,413,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $3,710,000 | 761 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $287,260,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $119,342,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,250,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,786,000 | 144 |
| Other retirement accounts, non-managed assets | $51,300,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $38,582,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,204,000 | 717 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $507,376,000 | 248 |
| Managed Assets ($) | $247,304,000 | 285 |
| Personal trust and agency accounts, managed assets | $142,735,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,299,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $82,612,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $3,658,000 | 357 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,072,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $121,575,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,929,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,727,000 | 131 |
| Other retirement accounts, non-managed assets | $52,765,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $10,076,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,265,000 | 362 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $507,095,000 | 244 |
| Managed Assets ($) | $243,108,000 | 290 |
| Personal trust and agency accounts, managed assets | $138,996,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,493,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $83,080,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $3,539,000 | 371 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $263,987,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $121,866,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,682,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,498,000 | 125 |
| Other retirement accounts, non-managed assets | $52,653,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $17,288,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,214,000 | 377 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $466,345,000 | 256 |
| Managed Assets ($) | $206,672,000 | 315 |
| Personal trust and agency accounts, managed assets | $139,856,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,235,000 | 217 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $46,173,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $3,408,000 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $259,673,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $122,491,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,097,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,363,000 | 127 |
| Other retirement accounts, non-managed assets | $49,198,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $18,524,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,645,000 | 367 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $433,643,000 | 267 |
| Managed Assets ($) | $164,267,000 | 367 |
| Personal trust and agency accounts, managed assets | $142,897,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,790,000 | 254 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $41,000 | 262 |
| Investment management and investment advisory agency accounts, managed assets | $3,539,000 | 771 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $269,376,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $122,688,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,781,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,236,000 | 150 |
| Other retirement accounts, non-managed assets | $49,644,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $30,027,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,249,000 | 695 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $419,257,000 | 262 |
| Managed Assets ($) | $161,866,000 | 324 |
| Personal trust and agency accounts, managed assets | $142,035,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,776,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $3,055,000 | 361 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,391,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $121,129,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,911,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,848,000 | 137 |
| Other retirement accounts, non-managed assets | $48,878,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $29,625,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,454,000 | 363 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $399,186,000 | 272 |
| Managed Assets ($) | $157,531,000 | 329 |
| Personal trust and agency accounts, managed assets | $139,221,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,453,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $2,857,000 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,655,000 | 178 |
| Personal trust and agency accounts, non-managed assets | $122,702,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,459,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,589,000 | 137 |
| Other retirement accounts, non-managed assets | $49,201,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $13,704,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,396,000 | 371 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $396,529,000 | 277 |
| Managed Assets ($) | $156,948,000 | 341 |
| Personal trust and agency accounts, managed assets | $140,754,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,470,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $1,724,000 | 371 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $239,581,000 | 182 |
| Personal trust and agency accounts, non-managed assets | $124,083,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,013,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,699,000 | 142 |
| Other retirement accounts, non-managed assets | $50,233,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $10,553,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,568,000 | 379 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $395,790,000 | 291 |
| Managed Assets ($) | $153,970,000 | 381 |
| Personal trust and agency accounts, managed assets | $137,746,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,135,000 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $1,677,000 | 829 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $412,000 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,820,000 | 183 |
| Personal trust and agency accounts, non-managed assets | $124,181,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,148,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,439,000 | 165 |
| Other retirement accounts, non-managed assets | $50,793,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $16,259,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,476,000 | 715 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $365,356,000 | 302 |
| Managed Assets ($) | $148,430,000 | 337 |
| Personal trust and agency accounts, managed assets | $131,632,000 | 243 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,434,000 | 235 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $364,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $216,926,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $115,037,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,631,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,900,000 | 156 |
| Other retirement accounts, non-managed assets | $48,861,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $9,497,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,879,000 | 387 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $361,918,000 | 305 |
| Managed Assets ($) | $149,047,000 | 339 |
| Personal trust and agency accounts, managed assets | $132,939,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,108,000 | 231 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $212,871,000 | 191 |
| Personal trust and agency accounts, non-managed assets | $105,809,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,814,000 | 186 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,050,000 | 149 |
| Other retirement accounts, non-managed assets | $48,819,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $13,379,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,145,000 | 389 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $380,236,000 | 300 |
| Managed Assets ($) | $144,080,000 | 349 |
| Personal trust and agency accounts, managed assets | $128,653,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,427,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $236,156,000 | 190 |
| Personal trust and agency accounts, non-managed assets | $99,989,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,988,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,133,000 | 146 |
| Other retirement accounts, non-managed assets | $49,908,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $10,138,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,104,000 | 397 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $318,999,000 | 325 |
| Managed Assets ($) | $136,598,000 | 408 |
| Personal trust and agency accounts, managed assets | $122,421,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,177,000 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $182,401,000 | 215 |
| Personal trust and agency accounts, non-managed assets | $92,216,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,276,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,715,000 | 157 |
| Other retirement accounts, non-managed assets | $45,281,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $9,913,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,710,000 | 752 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $393,654,000 | 282 |
| Managed Assets ($) | $164,186,000 | 360 |
| Personal trust and agency accounts, managed assets | $149,060,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,121,000 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $4,005,000 | 270 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $229,468,000 | 181 |
| Personal trust and agency accounts, non-managed assets | $110,625,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,321,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,665,000 | 125 |
| Other retirement accounts, non-managed assets | $48,977,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $17,880,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,983,000 | 636 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |