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Herring Bank, Total Fiduciary and Related Assets

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0380
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0360
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0279
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$075
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0306
Other fiduciary accounts, managed assets$0107
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0266
Employee benefit-defined benefit accounts, non-managed Assets$0114
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0117
Investment management and advisory agency accounts, non-managed assets$0199
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0383
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Total fiduciary and related assets$196,065,000492
Managed Assets ($)$130,066,000502
Personal trust and agency accounts, managed assets$42,670,000532
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,528,000333
Employee benefit-defined benefit accounts, managed assets$4,928,000178
Other employee benefit and retirement-related accounts, managed assets$6,637,000476
Corporate trust and agency accounts, managed assets$7,539,00057
Investment management and investment advisory agency accounts, managed assets$63,493,000421
Foundation and endowment trust and agency accounts, managed assets$3,271,000415
Other fiduciary accounts, managed assets$0237
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$1,996,000532
Investments of managed fiduciary accts in advised or sponsored mutual funds$047
Non-managed Assets ($)$65,999,000329
Personal trust and agency accounts, non-managed assets$611,000485
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,825,000269
Employee benefit-defined benefit accounts, non-managed Assets$8,039,00092
Other retirement accounts, non-managed assets$3,966,000364
Corporate trust and agency accounts, non-managed assets$0219
Investment management and advisory agency accounts, non-managed assets$46,558,00078
Foundation and endowment trust and agency accounts, non-managed assets$0200
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$52,417,000314
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$30,976,000145
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Personal trust and agency accounts, managed assets$0358
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0277
Employee benefit-defined benefit accounts, managed assets$0215
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0382
Foundation and endowment trust and agency accounts, managed assets$0303
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0365
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0366
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0269
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0335
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0203
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0384
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0457
Managed Assets ($)$0450
Personal trust and agency accounts, managed assets$0438
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0452
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0458
Foundation and endowment trust and agency accounts, managed assets$0361
Other fiduciary accounts, managed assets$0154
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0435
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0303
Employee benefit-defined benefit accounts, non-managed Assets$0127
Other retirement accounts, non-managed assets$0388
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0248
Foundation and endowment trust and agency accounts, non-managed assets$0169
Other fiduciary accounts, non-managed assets$0123
Memoranda
Custody and safekeeping accounts, non-managed assets$0454
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0376
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Personal trust and agency accounts, managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0286
Employee benefit-defined benefit accounts, managed assets$0217
Other employee benefit and retirement-related accounts, managed assets$0380
Corporate trust and agency accounts, managed assets$066
Investment management and investment advisory agency accounts, managed assets$0342
Foundation and endowment trust and agency accounts, managed assets$0307
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0371
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0257
Employee benefit-defined benefit accounts, non-managed Assets$0123
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0111
Investment management and advisory agency accounts, non-managed assets$0256
Foundation and endowment trust and agency accounts, non-managed assets$0195
Other fiduciary accounts, non-managed assets$092
Memoranda
Custody and safekeeping accounts, non-managed assets$0348
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0314
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Total fiduciary and related assets$194,176,000482
Managed Assets ($)$121,073,000507
Personal trust and agency accounts, managed assets$43,759,000531
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,397,000340
Employee benefit-defined benefit accounts, managed assets$4,038,000197
Other employee benefit and retirement-related accounts, managed assets$4,686,000494
Corporate trust and agency accounts, managed assets$8,060,00052
Investment management and investment advisory agency accounts, managed assets$55,966,000399
Foundation and endowment trust and agency accounts, managed assets$3,167,000410
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$2,036,000523
Investments of managed fiduciary accts in advised or sponsored mutual funds$050
Non-managed Assets ($)$73,103,000319
Personal trust and agency accounts, non-managed assets$974,000477
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,091,000259
Employee benefit-defined benefit accounts, non-managed Assets$8,060,00096
Other retirement accounts, non-managed assets$1,552,000463
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$56,426,00073
Foundation and endowment trust and agency accounts, non-managed assets$0245
Other fiduciary accounts, non-managed assets$0179
Memoranda
Custody and safekeeping accounts, non-managed assets$49,979,000308
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,995,000137
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Personal trust and agency accounts, managed assets$0355
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0280
Employee benefit-defined benefit accounts, managed assets$0208
Other employee benefit and retirement-related accounts, managed assets$0371
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0333
Foundation and endowment trust and agency accounts, managed assets$0298
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0363
Personal trust and agency accounts, non-managed assets$0310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0247
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0110
Investment management and advisory agency accounts, non-managed assets$0251
Foundation and endowment trust and agency accounts, non-managed assets$0192
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0340
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0448
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0427
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0326
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$0437
Corporate trust and agency accounts, managed assets$0119
Investment management and investment advisory agency accounts, managed assets$0399
Foundation and endowment trust and agency accounts, managed assets$0348
Other fiduciary accounts, managed assets$0152
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0428
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0433
Personal trust and agency accounts, non-managed assets$0364
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0282
Employee benefit-defined benefit accounts, non-managed Assets$0119
Other retirement accounts, non-managed assets$0379
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0288
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0402
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0369
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Personal trust and agency accounts, managed assets$0365
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0244
Employee benefit-defined benefit accounts, managed assets$0170
Other employee benefit and retirement-related accounts, managed assets$0335
Corporate trust and agency accounts, managed assets$069
Investment management and investment advisory agency accounts, managed assets$0341
Foundation and endowment trust and agency accounts, managed assets$0305
Other fiduciary accounts, managed assets$0106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0373
Personal trust and agency accounts, non-managed assets$0305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0229
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$099
Investment management and advisory agency accounts, non-managed assets$0209
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0347
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0313
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$186,093,000490
Managed Assets ($)$141,856,000484
Personal trust and agency accounts, managed assets$47,921,000521
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,136,000338
Employee benefit-defined benefit accounts, managed assets$3,603,000189
Other employee benefit and retirement-related accounts, managed assets$4,981,000509
Corporate trust and agency accounts, managed assets$15,532,00037
Investment management and investment advisory agency accounts, managed assets$65,567,000390
Foundation and endowment trust and agency accounts, managed assets$3,116,000417
Other fiduciary accounts, managed assets$0208
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$3,002,000505
Investments of managed fiduciary accts in advised or sponsored mutual funds$051
Non-managed Assets ($)$44,237,000367
Personal trust and agency accounts, non-managed assets$961,000475
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,123,000269
Employee benefit-defined benefit accounts, non-managed Assets$7,648,000102
Other retirement accounts, non-managed assets$1,291,000469
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assets$28,214,00092
Foundation and endowment trust and agency accounts, non-managed assets$0205
Other fiduciary accounts, non-managed assets$0163
Memoranda
Custody and safekeeping accounts, non-managed assets$39,528,000344
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,466,000139
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Personal trust and agency accounts, managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0260
Employee benefit-defined benefit accounts, managed assets$0180
Other employee benefit and retirement-related accounts, managed assets$0351
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0357
Foundation and endowment trust and agency accounts, managed assets$0319
Other fiduciary accounts, managed assets$0103
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0340
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0246
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$0309
Corporate trust and agency accounts, non-managed assets$0106
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$091
Memoranda
Custody and safekeeping accounts, non-managed assets$0362
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0326
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0430
Managed Assets ($)$0422
Personal trust and agency accounts, managed assets$0416
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0284
Employee benefit-defined benefit accounts, managed assets$0188
Other employee benefit and retirement-related accounts, managed assets$0396
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$0397
Foundation and endowment trust and agency accounts, managed assets$0337
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0384
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0417
Personal trust and agency accounts, non-managed assets$0335
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$0345
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0229
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$0397
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0371
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Personal trust and agency accounts, managed assets$0343
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0250
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0329
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0329
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0346
Personal trust and agency accounts, non-managed assets$0283
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0294
Corporate trust and agency accounts, non-managed assets$096
Investment management and advisory agency accounts, non-managed assets$0187
Foundation and endowment trust and agency accounts, non-managed assets$0136
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$0334
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0310
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$261,607,000411
Managed Assets ($)$223,660,000390
Personal trust and agency accounts, managed assets$38,667,000532
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,354,000340
Employee benefit-defined benefit accounts, managed assets$4,546,000182
Other employee benefit and retirement-related accounts, managed assets$6,586,000481
Corporate trust and agency accounts, managed assets$15,896,00037
Investment management and investment advisory agency accounts, managed assets$55,335,000388
Foundation and endowment trust and agency accounts, managed assets$3,695,000390
Other fiduciary accounts, managed assets$97,581,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$4,293,000471
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$37,947,000366
Personal trust and agency accounts, non-managed assets$770,000465
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,330,000259
Employee benefit-defined benefit accounts, non-managed Assets$9,875,00097
Other retirement accounts, non-managed assets$845,000503
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$19,127,000101
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$75,294,000262
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,582,000148
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Personal trust and agency accounts, managed assets$0333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0249
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$0315
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$0312
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0330
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0232
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$0283
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0296
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0409
Managed Assets ($)$0401
Personal trust and agency accounts, managed assets$0399
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0191
Other employee benefit and retirement-related accounts, managed assets$0378
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$0320
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0367
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0395
Personal trust and agency accounts, non-managed assets$0318
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0267
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$0375
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0352
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Personal trust and agency accounts, managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$0319
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$0315
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0309
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0332
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$0288
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$0321
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0298
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$138,156,000503
Managed Assets ($)$101,570,000507
Personal trust and agency accounts, managed assets$40,260,000516
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,183,000356
Employee benefit-defined benefit accounts, managed assets$13,654,000142
Other employee benefit and retirement-related accounts, managed assets$5,439,000494
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$37,695,000418
Foundation and endowment trust and agency accounts, managed assets$3,339,000391
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$3,952,000477
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$36,586,000363
Personal trust and agency accounts, non-managed assets$689,000471
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,087,000272
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$813,000508
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$27,997,00075
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$84,640,000239
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$30,947,000144
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Personal trust and agency accounts, managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0256
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$0320
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0318
Foundation and endowment trust and agency accounts, managed assets$0277
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0311
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0335
Personal trust and agency accounts, non-managed assets$0275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0233
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$0292
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$0320
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0304
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0406
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0393
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0291
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$0373
Foundation and endowment trust and agency accounts, managed assets$0314
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0360
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0264
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$0372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0353
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0351
Managed Assets ($)$0342
Personal trust and agency accounts, managed assets$0338
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0257
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$0323
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$0320
Foundation and endowment trust and agency accounts, managed assets$0280
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0338
Personal trust and agency accounts, non-managed assets$0278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0234
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$0296
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$0326
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0309
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$242,686,000396
Managed Assets ($)$201,400,000374
Personal trust and agency accounts, managed assets$35,456,000540
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$946,000361
Employee benefit-defined benefit accounts, managed assets$12,866,000150
Other employee benefit and retirement-related accounts, managed assets$7,140,000474
Corporate trust and agency accounts, managed assets$15,097,00037
Investment management and investment advisory agency accounts, managed assets$125,015,000274
Foundation and endowment trust and agency accounts, managed assets$4,880,000363
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$4,120,000481
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$41,286,000349
Personal trust and agency accounts, non-managed assets$546,000501
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000258
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$699,000526
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$30,338,00075
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$83,026,000240
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$32,086,000134
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0357
Managed Assets ($)$0349
Personal trust and agency accounts, managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0259
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$0328
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$0326
Foundation and endowment trust and agency accounts, managed assets$0281
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0315
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0341
Personal trust and agency accounts, non-managed assets$0281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0241
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$0299
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$0142
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$0329
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0312
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$282,023,000363
Managed Assets ($)$255,922,000330
Personal trust and agency accounts, managed assets$68,425,000329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$931,000265
Employee benefit-defined benefit accounts, managed assets$11,891,000142
Other employee benefit and retirement-related accounts, managed assets$6,374,000340
Corporate trust and agency accounts, managed assets$16,968,00032
Investment management and investment advisory agency accounts, managed assets$146,235,000253
Foundation and endowment trust and agency accounts, managed assets$5,098,000269
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$4,011,000335
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,101,000305
Personal trust and agency accounts, non-managed assets$547,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000204
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$631,000306
Corporate trust and agency accounts, non-managed assets$1,525,00083
Investment management and advisory agency accounts, non-managed assets$13,695,00091
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$83,214,000210
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,874,000113
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$274,266,000370
Managed Assets ($)$250,752,000333
Personal trust and agency accounts, managed assets$67,663,000332
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$906,000264
Employee benefit-defined benefit accounts, managed assets$11,686,000143
Other employee benefit and retirement-related accounts, managed assets$6,643,000342
Corporate trust and agency accounts, managed assets$17,396,00030
Investment management and investment advisory agency accounts, managed assets$141,490,000256
Foundation and endowment trust and agency accounts, managed assets$4,968,000273
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$4,243,000337
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,514,000315
Personal trust and agency accounts, non-managed assets$644,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000208
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$623,000305
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$12,544,00094
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$82,468,000209
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,659,000109
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$278,675,000364
Managed Assets ($)$256,491,000324
Personal trust and agency accounts, managed assets$65,383,000410
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$854,000369
Employee benefit-defined benefit accounts, managed assets$10,509,000156
Other employee benefit and retirement-related accounts, managed assets$8,986,000454
Corporate trust and agency accounts, managed assets$21,896,00029
Investment management and investment advisory agency accounts, managed assets$144,266,000248
Foundation and endowment trust and agency accounts, managed assets$4,597,000363
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,491,000455
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$22,184,000424
Personal trust and agency accounts, non-managed assets$599,000498
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000252
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$773,000522
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$11,109,000126
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$82,871,000227
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,959,000123
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$287,280,000370
Managed Assets ($)$263,307,000334
Personal trust and agency accounts, managed assets$66,883,000334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$901,000270
Employee benefit-defined benefit accounts, managed assets$11,451,000142
Other employee benefit and retirement-related accounts, managed assets$10,581,000332
Corporate trust and agency accounts, managed assets$20,265,00030
Investment management and investment advisory agency accounts, managed assets$148,208,000249
Foundation and endowment trust and agency accounts, managed assets$5,018,000271
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$7,232,000328
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,973,000316
Personal trust and agency accounts, non-managed assets$600,000278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000210
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$1,741,000277
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$11,929,000100
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$82,280,000205
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$31,973,000109
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$284,353,000373
Managed Assets ($)$259,173,000337
Personal trust and agency accounts, managed assets$66,168,000336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$895,000272
Employee benefit-defined benefit accounts, managed assets$11,265,000143
Other employee benefit and retirement-related accounts, managed assets$10,159,000335
Corporate trust and agency accounts, managed assets$19,615,00029
Investment management and investment advisory agency accounts, managed assets$146,157,000252
Foundation and endowment trust and agency accounts, managed assets$4,914,000277
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,937,000332
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,180,000313
Personal trust and agency accounts, non-managed assets$600,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000211
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$1,714,000276
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$13,163,00099
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$79,688,000211
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,248,000138
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$290,834,000368
Managed Assets ($)$265,461,000331
Personal trust and agency accounts, managed assets$62,831,000342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$881,000273
Employee benefit-defined benefit accounts, managed assets$11,109,000146
Other employee benefit and retirement-related accounts, managed assets$9,805,000340
Corporate trust and agency accounts, managed assets$30,874,00026
Investment management and investment advisory agency accounts, managed assets$145,142,000247
Foundation and endowment trust and agency accounts, managed assets$4,819,000277
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,794,000331
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,373,000317
Personal trust and agency accounts, non-managed assets$714,000280
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000211
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$1,699,000280
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$13,257,00095
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$81,485,000213
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,833,000131
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$298,880,000366
Managed Assets ($)$272,535,000330
Personal trust and agency accounts, managed assets$64,757,000416
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$809,000393
Employee benefit-defined benefit accounts, managed assets$11,381,000158
Other employee benefit and retirement-related accounts, managed assets$9,126,000469
Corporate trust and agency accounts, managed assets$30,874,00027
Investment management and investment advisory agency accounts, managed assets$150,667,000246
Foundation and endowment trust and agency accounts, managed assets$4,921,000359
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$7,263,000452
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$26,345,000413
Personal trust and agency accounts, non-managed assets$771,000491
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000262
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$1,736,000467
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$14,135,000110
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$79,688,000243
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,336,000176
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$285,701,000364
Managed Assets ($)$260,995,000336
Personal trust and agency accounts, managed assets$64,208,000331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$800,000275
Employee benefit-defined benefit accounts, managed assets$10,812,000144
Other employee benefit and retirement-related accounts, managed assets$8,512,000339
Corporate trust and agency accounts, managed assets$19,839,00030
Investment management and investment advisory agency accounts, managed assets$151,837,000241
Foundation and endowment trust and agency accounts, managed assets$4,987,000268
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$7,015,000327
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,706,000315
Personal trust and agency accounts, non-managed assets$735,000275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000206
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$933,000290
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$13,335,00091
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$79,646,000214
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,355,000136
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$285,449,000360
Managed Assets ($)$256,236,000337
Personal trust and agency accounts, managed assets$66,933,000329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$785,000277
Employee benefit-defined benefit accounts, managed assets$10,546,000143
Other employee benefit and retirement-related accounts, managed assets$8,125,000340
Corporate trust and agency accounts, managed assets$19,839,00030
Investment management and investment advisory agency accounts, managed assets$145,171,000242
Foundation and endowment trust and agency accounts, managed assets$4,837,000267
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,696,000331
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,213,000305
Personal trust and agency accounts, non-managed assets$744,000281
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000208
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$1,941,000270
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$16,825,00084
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$78,897,000213
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$20,002,000138
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$287,407,000362
Managed Assets ($)$258,441,000335
Personal trust and agency accounts, managed assets$69,221,000323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$774,000282
Employee benefit-defined benefit accounts, managed assets$10,433,000149
Other employee benefit and retirement-related accounts, managed assets$8,104,000343
Corporate trust and agency accounts, managed assets$19,694,00032
Investment management and investment advisory agency accounts, managed assets$145,487,000236
Foundation and endowment trust and agency accounts, managed assets$4,728,000272
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,711,000334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,966,000303
Personal trust and agency accounts, non-managed assets$631,000285
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000208
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$1,688,000278
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$16,944,00082
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$78,287,000208
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$19,875,000134
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$285,339,000362
Managed Assets ($)$256,687,000328
Personal trust and agency accounts, managed assets$66,945,000408
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$677,000415
Employee benefit-defined benefit accounts, managed assets$9,994,000170
Other employee benefit and retirement-related accounts, managed assets$8,029,000474
Corporate trust and agency accounts, managed assets$20,750,00034
Investment management and investment advisory agency accounts, managed assets$145,816,000232
Foundation and endowment trust and agency accounts, managed assets$4,476,000360
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,702,000457
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$28,652,000405
Personal trust and agency accounts, non-managed assets$708,000508
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000259
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$1,691,000495
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$16,550,000100
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$76,698,000238
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$19,728,000176
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$289,878,000353
Managed Assets ($)$261,467,000321
Personal trust and agency accounts, managed assets$66,899,000333
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$697,000288
Employee benefit-defined benefit accounts, managed assets$9,745,000151
Other employee benefit and retirement-related accounts, managed assets$7,819,000345
Corporate trust and agency accounts, managed assets$21,265,00030
Investment management and investment advisory agency accounts, managed assets$150,471,000223
Foundation and endowment trust and agency accounts, managed assets$4,571,000267
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,526,000330
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,411,000313
Personal trust and agency accounts, non-managed assets$722,000289
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000205
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$1,697,000283
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$16,289,00087
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$098
Memoranda
Custody and safekeeping accounts, non-managed assets$77,436,000212
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$19,479,000140
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$288,219,000355
Managed Assets ($)$259,469,000319
Personal trust and agency accounts, managed assets$68,343,000332
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$678,000290
Employee benefit-defined benefit accounts, managed assets$9,511,000154
Other employee benefit and retirement-related accounts, managed assets$7,726,000344
Corporate trust and agency accounts, managed assets$18,400,00029
Investment management and investment advisory agency accounts, managed assets$150,149,000222
Foundation and endowment trust and agency accounts, managed assets$4,662,000267
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,447,000335
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,750,000315
Personal trust and agency accounts, non-managed assets$606,000299
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000208
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$1,740,000282
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$16,701,00084
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$80,198,000208
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,651,000132
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$293,864,000348
Managed Assets ($)$263,934,000312
Personal trust and agency accounts, managed assets$72,855,000327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$669,000291
Employee benefit-defined benefit accounts, managed assets$9,406,000153
Other employee benefit and retirement-related accounts, managed assets$7,445,000346
Corporate trust and agency accounts, managed assets$19,719,00028
Investment management and investment advisory agency accounts, managed assets$149,216,000218
Foundation and endowment trust and agency accounts, managed assets$4,624,000270
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,213,000334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,930,000309
Personal trust and agency accounts, non-managed assets$606,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,703,000207
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$1,790,000280
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$17,831,00078
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$095
Memoranda
Custody and safekeeping accounts, non-managed assets$79,633,000211
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,680,000127
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$294,583,000350
Managed Assets ($)$266,296,000311
Personal trust and agency accounts, managed assets$71,979,000388
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$661,000429
Employee benefit-defined benefit accounts, managed assets$9,365,000177
Other employee benefit and retirement-related accounts, managed assets$7,265,000479
Corporate trust and agency accounts, managed assets$22,279,00032
Investment management and investment advisory agency accounts, managed assets$150,227,000216
Foundation and endowment trust and agency accounts, managed assets$4,520,000365
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,181,000462
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$28,287,000406
Personal trust and agency accounts, non-managed assets$606,000545
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,469,000276
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$1,798,000496
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$17,414,00091
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$78,460,000243
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,672,000152
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$285,628,000354
Managed Assets ($)$257,685,000314
Personal trust and agency accounts, managed assets$69,714,000321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$650,000290
Employee benefit-defined benefit accounts, managed assets$8,756,000159
Other employee benefit and retirement-related accounts, managed assets$6,679,000343
Corporate trust and agency accounts, managed assets$19,957,00030
Investment management and investment advisory agency accounts, managed assets$147,390,000216
Foundation and endowment trust and agency accounts, managed assets$4,539,000269
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,911,000328
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,943,000312
Personal trust and agency accounts, non-managed assets$598,000292
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,469,000210
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$1,784,000273
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$17,092,00078
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$76,170,000215
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$21,811,000126
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$296,753,000359
Managed Assets ($)$268,413,000315
Personal trust and agency accounts, managed assets$70,482,000322
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$686,000296
Employee benefit-defined benefit accounts, managed assets$9,489,000156
Other employee benefit and retirement-related accounts, managed assets$7,058,000346
Corporate trust and agency accounts, managed assets$21,215,00027
Investment management and investment advisory agency accounts, managed assets$154,627,000217
Foundation and endowment trust and agency accounts, managed assets$4,856,000267
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,236,000326
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,340,000319
Personal trust and agency accounts, non-managed assets$600,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,871,000211
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$1,830,000276
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$17,039,00082
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$76,545,000220
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,000,000132
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$362,645,000329
Managed Assets ($)$273,250,000314
Personal trust and agency accounts, managed assets$72,319,000325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$688,000292
Employee benefit-defined benefit accounts, managed assets$9,619,000159
Other employee benefit and retirement-related accounts, managed assets$7,566,000340
Corporate trust and agency accounts, managed assets$20,339,00028
Investment management and investment advisory agency accounts, managed assets$157,735,000213
Foundation and endowment trust and agency accounts, managed assets$4,984,000265
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,426,000325
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$89,395,000241
Personal trust and agency accounts, non-managed assets$600,000297
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$69,696,000137
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$1,944,000280
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$17,155,00082
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$75,189,000221
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,019,000135
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$348,895,000334
Managed Assets ($)$275,895,000316
Personal trust and agency accounts, managed assets$69,657,000404
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$685,000445
Employee benefit-defined benefit accounts, managed assets$9,633,000184
Other employee benefit and retirement-related accounts, managed assets$7,560,000478
Corporate trust and agency accounts, managed assets$23,613,00027
Investment management and investment advisory agency accounts, managed assets$159,796,000212
Foundation and endowment trust and agency accounts, managed assets$4,951,000355
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,437,000458
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$73,000,000276
Personal trust and agency accounts, non-managed assets$554,000574
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$53,258,000157
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$1,953,000504
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$17,235,00090
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$76,440,000255
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,546,000153
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$375,860,000317
Managed Assets ($)$303,363,000301
Personal trust and agency accounts, managed assets$71,478,000326
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$683,000293
Employee benefit-defined benefit accounts, managed assets$9,305,000160
Other employee benefit and retirement-related accounts, managed assets$7,579,000340
Corporate trust and agency accounts, managed assets$35,024,00024
Investment management and investment advisory agency accounts, managed assets$174,372,000203
Foundation and endowment trust and agency accounts, managed assets$4,922,000261
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,459,000320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$72,497,000255
Personal trust and agency accounts, non-managed assets$538,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$53,110,000151
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$1,657,000280
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$17,192,00076
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$75,528,000217
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,026,000125
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$352,749,000331
Managed Assets ($)$277,981,000310
Personal trust and agency accounts, managed assets$71,804,000327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$710,000293
Employee benefit-defined benefit accounts, managed assets$9,561,000159
Other employee benefit and retirement-related accounts, managed assets$7,639,000339
Corporate trust and agency accounts, managed assets$23,559,00026
Investment management and investment advisory agency accounts, managed assets$159,561,000210
Foundation and endowment trust and agency accounts, managed assets$5,147,000262
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,506,000317
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$74,768,000250
Personal trust and agency accounts, non-managed assets$518,000297
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,424,000146
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$1,382,000288
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$17,444,00078
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$80,392,000214
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,547,000126
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$341,712,000331
Managed Assets ($)$267,406,000311
Personal trust and agency accounts, managed assets$70,386,000327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$811,000297
Employee benefit-defined benefit accounts, managed assets$9,259,000158
Other employee benefit and retirement-related accounts, managed assets$7,203,000340
Corporate trust and agency accounts, managed assets$20,990,00027
Investment management and investment advisory agency accounts, managed assets$153,747,000215
Foundation and endowment trust and agency accounts, managed assets$5,003,000258
Other fiduciary accounts, managed assets$7,000114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,144,000321
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$74,306,000249
Personal trust and agency accounts, non-managed assets$528,000298
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$55,424,000145
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$1,418,000284
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$16,936,00080
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$80,550,000210
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,116,000121
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$362,808,000321
Managed Assets ($)$289,511,000300
Personal trust and agency accounts, managed assets$70,725,000393
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$807,000457
Employee benefit-defined benefit accounts, managed assets$9,113,000179
Other employee benefit and retirement-related accounts, managed assets$6,903,000480
Corporate trust and agency accounts, managed assets$31,331,00025
Investment management and investment advisory agency accounts, managed assets$164,687,000210
Foundation and endowment trust and agency accounts, managed assets$4,891,000349
Other fiduciary accounts, managed assets$1,054,000135
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$6,151,000445
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$73,297,000274
Personal trust and agency accounts, non-managed assets$480,000608
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,573,000153
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$1,404,000546
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$16,840,00089
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$80,755,000243
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,271,000150
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$359,172,000315
Managed Assets ($)$283,955,000297
Personal trust and agency accounts, managed assets$69,686,000315
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$777,000284
Employee benefit-defined benefit accounts, managed assets$8,393,000158
Other employee benefit and retirement-related accounts, managed assets$6,632,000322
Corporate trust and agency accounts, managed assets$29,277,00023
Investment management and investment advisory agency accounts, managed assets$163,083,000200
Foundation and endowment trust and agency accounts, managed assets$4,652,000246
Other fiduciary accounts, managed assets$1,455,00080
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,937,000302
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$75,217,000244
Personal trust and agency accounts, non-managed assets$455,000291
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,348,000140
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$1,458,000271
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$18,956,00073
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$82,659,000208
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,499,000124
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$358,770,000307
Managed Assets ($)$282,445,000290
Personal trust and agency accounts, managed assets$71,896,000310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$817,000285
Employee benefit-defined benefit accounts, managed assets$8,034,000157
Other employee benefit and retirement-related accounts, managed assets$6,365,000323
Corporate trust and agency accounts, managed assets$26,421,00026
Investment management and investment advisory agency accounts, managed assets$163,470,000191
Foundation and endowment trust and agency accounts, managed assets$4,406,000246
Other fiduciary accounts, managed assets$1,036,00086
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,698,000299
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$76,325,000244
Personal trust and agency accounts, non-managed assets$454,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,348,000138
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$1,452,000268
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$20,071,00068
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$82,699,000206
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,869,000123
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$368,511,000299
Managed Assets ($)$291,501,000289
Personal trust and agency accounts, managed assets$70,222,000312
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$823,000281
Employee benefit-defined benefit accounts, managed assets$8,183,000158
Other employee benefit and retirement-related accounts, managed assets$6,217,000322
Corporate trust and agency accounts, managed assets$27,330,00024
Investment management and investment advisory agency accounts, managed assets$169,709,000191
Foundation and endowment trust and agency accounts, managed assets$4,608,000248
Other fiduciary accounts, managed assets$4,409,00063
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,577,000300
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,010,000247
Personal trust and agency accounts, non-managed assets$454,000299
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$54,348,000143
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$1,411,000274
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$20,797,00071
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$82,929,000209
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,369,000121
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$350,067,000301
Managed Assets ($)$276,387,000291
Personal trust and agency accounts, managed assets$65,187,000391
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$791,000464
Employee benefit-defined benefit accounts, managed assets$7,840,000188
Other employee benefit and retirement-related accounts, managed assets$5,664,000491
Corporate trust and agency accounts, managed assets$27,792,00028
Investment management and investment advisory agency accounts, managed assets$164,581,000193
Foundation and endowment trust and agency accounts, managed assets$4,413,000341
Other fiduciary accounts, managed assets$119,000183
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,263,000451
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$73,680,000275
Personal trust and agency accounts, non-managed assets$455,000622
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$50,890,000152
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$1,494,000542
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$20,841,00076
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$82,575,000243
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,058,000137
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$367,275,000294
Managed Assets ($)$291,863,000277
Personal trust and agency accounts, managed assets$59,506,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$786,000271
Employee benefit-defined benefit accounts, managed assets$7,375,000160
Other employee benefit and retirement-related accounts, managed assets$5,840,000318
Corporate trust and agency accounts, managed assets$27,404,00024
Investment management and investment advisory agency accounts, managed assets$186,121,000179
Foundation and endowment trust and agency accounts, managed assets$4,364,000241
Other fiduciary accounts, managed assets$467,00089
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,429,000292
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$75,412,000240
Personal trust and agency accounts, non-managed assets$348,000286
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$50,538,000139
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$1,443,000262
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$23,083,00070
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$79,482,000206
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,804,000116
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$355,304,000294
Managed Assets ($)$281,432,000275
Personal trust and agency accounts, managed assets$55,885,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$766,000272
Employee benefit-defined benefit accounts, managed assets$7,068,000162
Other employee benefit and retirement-related accounts, managed assets$5,699,000317
Corporate trust and agency accounts, managed assets$24,516,00025
Investment management and investment advisory agency accounts, managed assets$182,191,000180
Foundation and endowment trust and agency accounts, managed assets$4,234,000239
Other fiduciary accounts, managed assets$1,073,00077
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,296,000290
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$73,872,000236
Personal trust and agency accounts, non-managed assets$348,000289
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$48,823,000142
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$1,437,000265
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$23,264,00065
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$79,606,000204
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,008,000111
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$357,232,000291
Managed Assets ($)$290,454,000274
Personal trust and agency accounts, managed assets$58,540,000305
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$775,000276
Employee benefit-defined benefit accounts, managed assets$7,287,000164
Other employee benefit and retirement-related accounts, managed assets$5,667,000318
Corporate trust and agency accounts, managed assets$22,628,00023
Investment management and investment advisory agency accounts, managed assets$191,134,000171
Foundation and endowment trust and agency accounts, managed assets$4,423,000242
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,275,000290
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$66,778,000239
Personal trust and agency accounts, non-managed assets$347,000287
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$48,383,000142
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$1,399,000264
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$16,649,00075
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$79,650,000208
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,410,000109
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$357,682,000288
Managed Assets ($)$290,787,000268
Personal trust and agency accounts, managed assets$57,098,000400
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$669,000493
Employee benefit-defined benefit accounts, managed assets$6,874,000194
Other employee benefit and retirement-related accounts, managed assets$5,702,000486
Corporate trust and agency accounts, managed assets$21,486,00032
Investment management and investment advisory agency accounts, managed assets$194,871,000161
Foundation and endowment trust and agency accounts, managed assets$4,087,000332
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,319,000450
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$66,895,000277
Personal trust and agency accounts, non-managed assets$347,000651
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$48,053,000146
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$1,228,000569
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$17,267,00083
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$79,344,000244
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,608,000130
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$328,055,000288
Managed Assets ($)$278,047,000267
Personal trust and agency accounts, managed assets$54,788,000300
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$641,000276
Employee benefit-defined benefit accounts, managed assets$6,109,000166
Other employee benefit and retirement-related accounts, managed assets$5,311,000317
Corporate trust and agency accounts, managed assets$20,310,00026
Investment management and investment advisory agency accounts, managed assets$187,113,000165
Foundation and endowment trust and agency accounts, managed assets$3,775,000234
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$4,965,000288
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$50,008,000254
Personal trust and agency accounts, non-managed assets$227,000301
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,348,000158
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$861,000283
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$15,572,00064
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$80,917,000208
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,492,000101
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$326,954,000299
Managed Assets ($)$275,293,000273
Personal trust and agency accounts, managed assets$54,690,000304
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,705,000268
Employee benefit-defined benefit accounts, managed assets$6,956,000167
Other employee benefit and retirement-related accounts, managed assets$5,640,000319
Corporate trust and agency accounts, managed assets$17,568,00026
Investment management and investment advisory agency accounts, managed assets$184,804,000172
Foundation and endowment trust and agency accounts, managed assets$3,930,000232
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,288,000288
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,661,000260
Personal trust and agency accounts, non-managed assets$214,000308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$33,177,000164
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$871,000287
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$17,399,00061
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$80,350,000213
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,446,000110
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$330,122,000301
Managed Assets ($)$278,971,000276
Personal trust and agency accounts, managed assets$58,498,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,681,000272
Employee benefit-defined benefit accounts, managed assets$6,988,000167
Other employee benefit and retirement-related accounts, managed assets$5,643,000325
Corporate trust and agency accounts, managed assets$18,345,00028
Investment management and investment advisory agency accounts, managed assets$187,816,000169
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,304,000290
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$51,151,000257
Personal trust and agency accounts, non-managed assets$216,000309
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$32,705,000167
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$692,000295
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$17,538,00058
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$80,399,000211
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,476,000111
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$318,063,000309
Managed Assets ($)$270,921,000280
Personal trust and agency accounts, managed assets$55,588,000412
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,582,000459
Employee benefit-defined benefit accounts, managed assets$6,804,000202
Other employee benefit and retirement-related accounts, managed assets$5,678,000498
Corporate trust and agency accounts, managed assets$18,123,00036
Investment management and investment advisory agency accounts, managed assets$183,146,000170
Foundation and endowment trust and agency accounts, managed assets$0473
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,354,000444
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$47,142,000323
Personal trust and agency accounts, non-managed assets$214,000736
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,908,000197
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$694,000651
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$18,326,00065
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$79,504,000254
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,646,000130
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$318,332,000295
Managed Assets ($)$273,533,000266
Personal trust and agency accounts, managed assets$57,287,000295
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,519,000270
Employee benefit-defined benefit accounts, managed assets$6,059,000171
Other employee benefit and retirement-related accounts, managed assets$5,231,000312
Corporate trust and agency accounts, managed assets$20,646,00026
Investment management and investment advisory agency accounts, managed assets$182,791,000161
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,231,000278
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$44,799,000266
Personal trust and agency accounts, non-managed assets$145,000306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,195,000173
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$359,000297
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$17,100,00049
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$77,354,000215
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,360,000106
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$309,935,000288
Managed Assets ($)$263,996,000264
Personal trust and agency accounts, managed assets$55,677,000297
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,419,000271
Employee benefit-defined benefit accounts, managed assets$5,687,000172
Other employee benefit and retirement-related accounts, managed assets$4,854,000313
Corporate trust and agency accounts, managed assets$16,700,00025
Investment management and investment advisory agency accounts, managed assets$179,659,000162
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$4,854,000272
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$45,939,000266
Personal trust and agency accounts, non-managed assets$145,000310
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$27,699,000168
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$352,000294
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$17,743,00046
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$76,477,000208
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,094,000101
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$351,837,000274
Managed Assets ($)$301,269,000251
Personal trust and agency accounts, managed assets$59,385,000296
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,495,000273
Employee benefit-defined benefit accounts, managed assets$6,152,000168
Other employee benefit and retirement-related accounts, managed assets$5,156,000316
Corporate trust and agency accounts, managed assets$14,109,00025
Investment management and investment advisory agency accounts, managed assets$214,972,000150
Foundation and endowment trust and agency accounts, managed assets$0259
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,156,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$50,568,000266
Personal trust and agency accounts, non-managed assets$145,000317
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$26,984,000176
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$368,000297
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$23,071,00039
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$77,471,000218
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$24,841,000105
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$297,539,000311
Managed Assets ($)$273,454,000266
Personal trust and agency accounts, managed assets$63,067,000370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,412,000476
Employee benefit-defined benefit accounts, managed assets$6,039,000210
Other employee benefit and retirement-related accounts, managed assets$5,079,000505
Corporate trust and agency accounts, managed assets$14,791,00039
Investment management and investment advisory agency accounts, managed assets$183,066,000169
Foundation and endowment trust and agency accounts, managed assets$0453
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$5,079,000422
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$24,085,000458
Personal trust and agency accounts, non-managed assets$145,000784
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,198,000417
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$298,000721
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$21,444,00048
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$78,364,000249
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,313,000137
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$283,414,000312
Managed Assets ($)$278,276,000260
Personal trust and agency accounts, managed assets$60,530,000285
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,371,000265
Employee benefit-defined benefit accounts, managed assets$5,967,000170
Other employee benefit and retirement-related accounts, managed assets$4,944,000301
Corporate trust and agency accounts, managed assets$13,942,00032
Investment management and investment advisory agency accounts, managed assets$191,522,000175
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,138,000347
Personal trust and agency accounts, non-managed assets$140,000312
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,040,000246
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$2,958,000228
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$74,436,000225
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$277,124,000309
Managed Assets ($)$272,106,000255
Personal trust and agency accounts, managed assets$57,198,000293
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,293,000277
Employee benefit-defined benefit accounts, managed assets$4,731,000176
Other employee benefit and retirement-related accounts, managed assets$4,595,000302
Corporate trust and agency accounts, managed assets$13,537,00037
Investment management and investment advisory agency accounts, managed assets$190,752,000166
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,018,000350
Personal trust and agency accounts, non-managed assets$140,000321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,052,000249
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$2,826,000233
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$76,456,000230
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$271,902,000302
Managed Assets ($)$267,271,000250
Personal trust and agency accounts, managed assets$56,406,000288
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,200,000277
Employee benefit-defined benefit accounts, managed assets$4,212,000179
Other employee benefit and retirement-related accounts, managed assets$4,579,000300
Corporate trust and agency accounts, managed assets$13,410,00037
Investment management and investment advisory agency accounts, managed assets$187,464,000168
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,631,000349
Personal trust and agency accounts, non-managed assets$143,000317
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,022,000252
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$2,466,000236
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$74,257,000228
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$267,002,000315
Managed Assets ($)$262,405,000265
Personal trust and agency accounts, managed assets$55,595,000397
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,242,000501
Employee benefit-defined benefit accounts, managed assets$4,499,000232
Other employee benefit and retirement-related accounts, managed assets$5,022,000489
Corporate trust and agency accounts, managed assets$14,664,00048
Investment management and investment advisory agency accounts, managed assets$181,383,000178
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,597,000733
Personal trust and agency accounts, non-managed assets$143,000804
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,217,000421
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$2,237,000491
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$73,971,000274
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$268,970,000327
Managed Assets ($)$264,766,000271
Personal trust and agency accounts, managed assets$58,127,000317
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,388,000289
Employee benefit-defined benefit accounts, managed assets$4,563,000180
Other employee benefit and retirement-related accounts, managed assets$5,738,000317
Corporate trust and agency accounts, managed assets$12,406,00041
Investment management and investment advisory agency accounts, managed assets$182,544,000186
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,204,000380
Personal trust and agency accounts, non-managed assets$154,000339
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,687,000281
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$2,363,000265
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$76,236,000247
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$280,717,000332
Managed Assets ($)$276,239,000272
Personal trust and agency accounts, managed assets$58,591,000323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,427,000295
Employee benefit-defined benefit accounts, managed assets$4,688,000185
Other employee benefit and retirement-related accounts, managed assets$5,750,000324
Corporate trust and agency accounts, managed assets$18,824,00038
Investment management and investment advisory agency accounts, managed assets$186,959,000188
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,478,000383
Personal trust and agency accounts, non-managed assets$154,000340
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,822,000290
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$2,502,000265
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$75,331,000255
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$266,991,000351
Managed Assets ($)$262,343,000289
Personal trust and agency accounts, managed assets$59,619,000329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,505,000298
Employee benefit-defined benefit accounts, managed assets$4,943,000183
Other employee benefit and retirement-related accounts, managed assets$6,033,000328
Corporate trust and agency accounts, managed assets$13,922,00043
Investment management and investment advisory agency accounts, managed assets$176,321,000197
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,648,000390
Personal trust and agency accounts, non-managed assets$151,000346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,976,000294
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$2,521,000263
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$73,724,000258
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$275,460,000350
Managed Assets ($)$271,438,000287
Personal trust and agency accounts, managed assets$61,293,000416
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,514,000534
Employee benefit-defined benefit accounts, managed assets$5,324,000236
Other employee benefit and retirement-related accounts, managed assets$6,374,000487
Corporate trust and agency accounts, managed assets$18,873,00047
Investment management and investment advisory agency accounts, managed assets$178,060,000199
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,022,000801
Personal trust and agency accounts, non-managed assets$143,000846
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,327,000472
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$1,552,000593
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$73,780,000306
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$0443
Managed Assets ($)$0421
Personal trust and agency accounts, managed assets$0406
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0317
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0368
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0416
Personal trust and agency accounts, non-managed assets$0344
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0392
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$0449
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0414
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0323
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0353
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$0172
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
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$0450
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0386
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0424
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$0332
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
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$238,967,000380
Managed Assets ($)$236,165,000317
Personal trust and agency accounts, managed assets$54,922,000434
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,467,000568
Employee benefit-defined benefit accounts, managed assets$4,861,000255
Other employee benefit and retirement-related accounts, managed assets$6,450,000457
Corporate trust and agency accounts, managed assets$15,171,00058
Investment management and investment advisory agency accounts, managed assets$153,294,000211
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$2,802,000863
Personal trust and agency accounts, non-managed assets$0983
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,147,000489
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$655,000681
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$27,002,000432
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$0431
Managed Assets ($)$0409
Personal trust and agency accounts, managed assets$0398
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0320
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0365
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0408
Personal trust and agency accounts, non-managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0388
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$0434
Managed Assets ($)$0413
Personal trust and agency accounts, managed assets$0402
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0328
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0411
Personal trust and agency accounts, non-managed assets$0342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0325
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0395
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$0457
Managed Assets ($)$0437
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0337
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0422
Personal trust and agency accounts, non-managed assets$0351
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0329
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$0405
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$219,453,000398
Managed Assets ($)$212,827,000328
Personal trust and agency accounts, managed assets$46,147,000482
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,437,000596
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$7,475,000430
Corporate trust and agency accounts, managed assets$14,733,00067
Investment management and investment advisory agency accounts, managed assets$143,035,000210
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,626,000724
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$6,090,000391
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$536,000719
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$25,180,000434
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$230,570,000357
Managed Assets ($)$211,559,000306
Personal trust and agency accounts, managed assets$47,180,000323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,423,000299
Employee benefit-defined benefit accounts, managed assets$1,000245
Other employee benefit and retirement-related accounts, managed assets$7,565,000292
Corporate trust and agency accounts, managed assets$13,433,00049
Investment management and investment advisory agency accounts, managed assets$141,957,000206
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,011,000327
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$18,742,000218
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$269,000306
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$24,737,000304
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$200,621,000374
Managed Assets ($)$180,751,000331
Personal trust and agency accounts, managed assets$44,962,000334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,417,000313
Employee benefit-defined benefit accounts, managed assets$7,682,000177
Other employee benefit and retirement-related accounts, managed assets$7,492,000302
Corporate trust and agency accounts, managed assets$11,735,00053
Investment management and investment advisory agency accounts, managed assets$107,463,000238
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,870,000334
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$19,601,000212
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$269,000318
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$23,785,000317
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$196,414,000378
Managed Assets ($)$176,152,000333
Personal trust and agency accounts, managed assets$43,653,000341
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,408,000312
Employee benefit-defined benefit accounts, managed assets$7,674,000180
Other employee benefit and retirement-related accounts, managed assets$7,413,000309
Corporate trust and agency accounts, managed assets$10,126,00055
Investment management and investment advisory agency accounts, managed assets$105,878,000235
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,262,000337
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$20,015,000213
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$247,000319
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$23,297,000318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$320,692,000317
Managed Assets ($)$155,261,000379
Personal trust and agency accounts, managed assets$33,748,000556
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,361,000613
Employee benefit-defined benefit accounts, managed assets$7,795,000211
Other employee benefit and retirement-related accounts, managed assets$7,675,000415
Corporate trust and agency accounts, managed assets$270,000215
Investment management and investment advisory agency accounts, managed assets$104,412,000250
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$165,431,000212
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$20,728,000253
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$249,000773
Corporate trust and agency accounts, non-managed assets$144,454,00067
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$22,237,000456
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$302,423,000317
Managed Assets ($)$147,730,000329
Personal trust and agency accounts, managed assets$31,321,000342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,672,000302
Employee benefit-defined benefit accounts, managed assets$7,641,000181
Other employee benefit and retirement-related accounts, managed assets$6,908,000298
Corporate trust and agency accounts, managed assets$269,00088
Investment management and investment advisory agency accounts, managed assets$99,919,000233
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$154,693,000211
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$19,747,000213
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$244,000311
Corporate trust and agency accounts, non-managed assets$134,702,00068
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$21,623,000323
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$307,371,000317
Managed Assets ($)$143,558,000336
Personal trust and agency accounts, managed assets$31,240,000344
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,706,000306
Employee benefit-defined benefit accounts, managed assets$7,702,000182
Other employee benefit and retirement-related accounts, managed assets$7,274,000291
Corporate trust and agency accounts, managed assets$266,00089
Investment management and investment advisory agency accounts, managed assets$95,370,000241
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$163,813,000207
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$20,877,000211
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$212,000319
Corporate trust and agency accounts, non-managed assets$142,724,00072
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$19,587,000328
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$293,337,000329
Managed Assets ($)$143,305,000345
Personal trust and agency accounts, managed assets$31,257,000348
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,715,000311
Employee benefit-defined benefit accounts, managed assets$7,139,000186
Other employee benefit and retirement-related accounts, managed assets$7,105,000296
Corporate trust and agency accounts, managed assets$271,00088
Investment management and investment advisory agency accounts, managed assets$95,818,000237
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$150,032,000215
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$15,700,000228
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$207,000325
Corporate trust and agency accounts, non-managed assets$134,125,00074
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$21,005,000334
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$293,101,000339
Managed Assets ($)$135,772,000403
Personal trust and agency accounts, managed assets$30,462,000574
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,573,000614
Employee benefit-defined benefit accounts, managed assets$7,767,000212
Other employee benefit and retirement-related accounts, managed assets$6,744,000414
Corporate trust and agency accounts, managed assets$269,000237
Investment management and investment advisory agency accounts, managed assets$88,957,000253
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$157,329,000222
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$14,971,000288
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$219,000800
Corporate trust and agency accounts, non-managed assets$142,139,00081
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$21,259,000477
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$279,303,000345
Managed Assets ($)$132,824,000345
Personal trust and agency accounts, managed assets$29,913,000353
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,465,000320
Employee benefit-defined benefit accounts, managed assets$7,560,000186
Other employee benefit and retirement-related accounts, managed assets$6,571,000297
Corporate trust and agency accounts, managed assets$266,000105
Investment management and investment advisory agency accounts, managed assets$87,049,000234
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$146,479,000226
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$14,067,000241
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$279,000326
Corporate trust and agency accounts, non-managed assets$132,133,00082
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$19,299,000347
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$278,208,000346
Managed Assets ($)$129,027,000351
Personal trust and agency accounts, managed assets$29,303,000358
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,430,000319
Employee benefit-defined benefit accounts, managed assets$7,564,000188
Other employee benefit and retirement-related accounts, managed assets$6,552,000301
Corporate trust and agency accounts, managed assets$264,000113
Investment management and investment advisory agency accounts, managed assets$83,914,000243
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$149,181,000222
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$13,302,000250
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$233,000331
Corporate trust and agency accounts, non-managed assets$135,646,00087
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$18,580,000353
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$216,303,000379
Managed Assets ($)$85,681,000381
Personal trust and agency accounts, managed assets$27,340,000370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,301,000334
Employee benefit-defined benefit accounts, managed assets$7,383,000193
Other employee benefit and retirement-related accounts, managed assets$6,160,000307
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$43,497,000296
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$130,622,000232
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$12,501,000255
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$208,000339
Corporate trust and agency accounts, non-managed assets$117,913,00094
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$17,716,000365
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$257,408,000363
Managed Assets ($)$109,883,000448
Personal trust and agency accounts, managed assets$18,992,000717
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,183,000659
Employee benefit-defined benefit accounts, managed assets$7,451,000218
Other employee benefit and retirement-related accounts, managed assets$6,210,000419
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$76,047,000269
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$147,525,000229
Personal trust and agency accounts, non-managed assets$7,678,000361
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,683,000297
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$203,000795
Corporate trust and agency accounts, non-managed assets$125,961,00093
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$17,776,000530
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$245,131,000362
Managed Assets ($)$121,210,000416
Personal trust and agency accounts, managed assets$25,688,000614
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$6,104,000419
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$6,790,000371
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$82,628,000234
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$123,921,000223
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$189,000760
Corporate trust and agency accounts, non-managed assets$123,732,00098
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$11,831,000550
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