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Iberiabank, Total Fiduciary and Related Assets

2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$3,072,564,000112
Managed Assets ($)$2,579,340,00094
Personal trust and agency accounts, managed assets$2,311,676,00033
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,849,000242
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$202,690,000112
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$53,513,000328
Foundation and endowment trust and agency accounts, managed assets$8,577,000260
Other fiduciary accounts, managed assets$35,00099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$202,690,00098
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$493,224,000130
Personal trust and agency accounts, non-managed assets$81,484,000107
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$27,714,00080
Other retirement accounts, non-managed assets$970,000301
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$4,335,00088
Other fiduciary accounts, non-managed assets$378,721,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$1,284,931,00083
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,085,000279
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,656,920,000114
Managed Assets ($)$2,173,290,000101
Personal trust and agency accounts, managed assets$1,930,284,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,576,000216
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$183,440,000110
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$48,572,000286
Foundation and endowment trust and agency accounts, managed assets$8,383,000232
Other fiduciary accounts, managed assets$35,00099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$183,439,00097
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$483,630,000125
Personal trust and agency accounts, non-managed assets$76,422,000100
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$25,668,00078
Other retirement accounts, non-managed assets$478,000277
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$3,575,00090
Other fiduciary accounts, non-managed assets$377,487,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$1,442,882,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,369,000258
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,864,706,000114
Managed Assets ($)$2,377,555,000100
Personal trust and agency accounts, managed assets$2,097,858,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,844,000313
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$218,164,000108
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$56,732,000370
Foundation and endowment trust and agency accounts, managed assets$1,926,000417
Other fiduciary accounts, managed assets$31,000195
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$218,164,00097
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$487,151,000130
Personal trust and agency accounts, non-managed assets$88,970,000106
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0378
Employee benefit-defined benefit accounts, non-managed Assets$28,638,00079
Other retirement accounts, non-managed assets$559,000544
Corporate trust and agency accounts, non-managed assets$0210
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$0201
Other fiduciary accounts, non-managed assets$368,984,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$1,513,175,00085
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,790,000467
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,834,775,000114
Managed Assets ($)$2,340,151,000101
Personal trust and agency accounts, managed assets$2,073,235,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,738,000220
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$207,236,000107
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$54,950,000280
Foundation and endowment trust and agency accounts, managed assets$1,813,000268
Other fiduciary accounts, managed assets$179,00094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$207,236,00096
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$494,624,000125
Personal trust and agency accounts, non-managed assets$88,367,000104
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$29,039,00078
Other retirement accounts, non-managed assets$567,000283
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$376,651,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$1,542,123,00082
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,618,000249
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,842,842,000114
Managed Assets ($)$2,369,511,000100
Personal trust and agency accounts, managed assets$2,107,685,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,687,000240
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$206,666,000105
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$50,515,000313
Foundation and endowment trust and agency accounts, managed assets$1,779,000296
Other fiduciary accounts, managed assets$179,000101
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$206,666,00095
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$473,331,000127
Personal trust and agency accounts, non-managed assets$86,924,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0263
Employee benefit-defined benefit accounts, non-managed Assets$29,024,00081
Other retirement accounts, non-managed assets$843,000296
Corporate trust and agency accounts, non-managed assets$0113
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$0144
Other fiduciary accounts, non-managed assets$356,540,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,597,556,00079
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,940,000263
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,753,506,000115
Managed Assets ($)$2,301,165,000100
Personal trust and agency accounts, managed assets$2,052,026,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,718,000242
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$196,981,000103
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$47,533,000314
Foundation and endowment trust and agency accounts, managed assets$1,730,000298
Other fiduciary accounts, managed assets$177,000106
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$196,981,00094
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$452,341,000130
Personal trust and agency accounts, non-managed assets$77,765,000106
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$28,963,00083
Other retirement accounts, non-managed assets$1,037,000294
Corporate trust and agency accounts, non-managed assets$0114
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$344,576,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$1,565,639,00078
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,710,000268
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,653,197,000112
Managed Assets ($)$2,135,166,00098
Personal trust and agency accounts, managed assets$1,901,790,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,503,000322
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$185,419,000102
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$41,795,000394
Foundation and endowment trust and agency accounts, managed assets$3,436,000385
Other fiduciary accounts, managed assets$223,000157
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$185,366,00093
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$518,031,000122
Personal trust and agency accounts, non-managed assets$75,025,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0398
Employee benefit-defined benefit accounts, non-managed Assets$27,986,00086
Other retirement accounts, non-managed assets$2,639,000410
Corporate trust and agency accounts, non-managed assets$0213
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$0203
Other fiduciary accounts, non-managed assets$412,381,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,482,159,00081
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$5,196,000375
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,783,080,000112
Managed Assets ($)$2,266,036,00098
Personal trust and agency accounts, managed assets$1,960,964,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,671,000247
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$203,880,00098
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$94,650,000282
Foundation and endowment trust and agency accounts, managed assets$3,649,000285
Other fiduciary accounts, managed assets$222,00099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$203,879,00089
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$517,044,000125
Personal trust and agency accounts, non-managed assets$76,876,000106
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0268
Employee benefit-defined benefit accounts, non-managed Assets$30,505,00087
Other retirement accounts, non-managed assets$733,000296
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$408,930,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,519,482,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,362,000294
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,635,304,000114
Managed Assets ($)$2,108,983,000100
Personal trust and agency accounts, managed assets$1,598,630,00045
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,136,000269
Employee benefit-defined benefit accounts, managed assets$1,627,000179
Other employee benefit and retirement-related accounts, managed assets$190,743,00098
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$315,916,000163
Foundation and endowment trust and agency accounts, managed assets$710,000304
Other fiduciary accounts, managed assets$221,00094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$190,617,00090
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$526,321,000127
Personal trust and agency accounts, non-managed assets$82,741,000102
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$30,323,00089
Other retirement accounts, non-managed assets$1,811,000273
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$411,446,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$1,502,138,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,817,000282
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,698,449,000115
Managed Assets ($)$2,139,709,000100
Personal trust and agency accounts, managed assets$1,507,198,00048
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,109,000270
Employee benefit-defined benefit accounts, managed assets$1,610,000180
Other employee benefit and retirement-related accounts, managed assets$196,746,00096
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$432,080,000135
Foundation and endowment trust and agency accounts, managed assets$746,000300
Other fiduciary accounts, managed assets$220,000101
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$183,256,00089
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$558,740,000122
Personal trust and agency accounts, non-managed assets$83,920,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0274
Employee benefit-defined benefit accounts, non-managed Assets$30,566,00088
Other retirement accounts, non-managed assets$1,762,000279
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$442,492,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$1,511,559,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,766,000285
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,162,252,000125
Managed Assets ($)$1,606,456,000120
Personal trust and agency accounts, managed assets$1,135,830,00060
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$907,000383
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$130,959,000129
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$337,794,000154
Foundation and endowment trust and agency accounts, managed assets$746,000453
Other fiduciary accounts, managed assets$220,000168
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$130,958,000118
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$555,796,000122
Personal trust and agency accounts, non-managed assets$82,575,000103
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0412
Employee benefit-defined benefit accounts, non-managed Assets$32,555,00090
Other retirement accounts, non-managed assets$73,000618
Corporate trust and agency accounts, non-managed assets$0224
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$0204
Other fiduciary accounts, non-managed assets$440,593,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$1,466,891,00082
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,077,000578
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$2,122,653,000126
Managed Assets ($)$1,584,288,000120
Personal trust and agency accounts, managed assets$926,930,00067
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$870,000273
Employee benefit-defined benefit accounts, managed assets$0206
Other employee benefit and retirement-related accounts, managed assets$134,426,000124
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$521,138,000120
Foundation and endowment trust and agency accounts, managed assets$704,000296
Other fiduciary accounts, managed assets$220,000101
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$134,426,000112
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$538,365,000119
Personal trust and agency accounts, non-managed assets$80,895,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0272
Employee benefit-defined benefit accounts, non-managed Assets$31,718,00086
Other retirement accounts, non-managed assets$123,000315
Corporate trust and agency accounts, non-managed assets$0125
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$425,629,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$1,406,447,00078
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,107,000318
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,512,626,000152
Managed Assets ($)$978,313,000151
Personal trust and agency accounts, managed assets$855,762,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$678,000282
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$90,822,000166
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$29,896,000332
Foundation and endowment trust and agency accounts, managed assets$685,000296
Other fiduciary accounts, managed assets$470,00099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$90,822,000156
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$534,313,000116
Personal trust and agency accounts, non-managed assets$99,884,00092
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$30,831,00086
Other retirement accounts, non-managed assets$137,000318
Corporate trust and agency accounts, non-managed assets$0123
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$403,461,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$1,396,967,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,106,000316
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,496,030,000149
Managed Assets ($)$954,501,000152
Personal trust and agency accounts, managed assets$842,579,00071
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$648,000285
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$81,516,000176
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$28,570,000338
Foundation and endowment trust and agency accounts, managed assets$719,000299
Other fiduciary accounts, managed assets$469,00093
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,516,000166
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$541,529,000117
Personal trust and agency accounts, non-managed assets$87,943,00095
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0273
Employee benefit-defined benefit accounts, non-managed Assets$30,037,00087
Other retirement accounts, non-managed assets$154,000322
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0213
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$423,395,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$1,303,137,00078
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,113,000318
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,457,882,000146
Managed Assets ($)$916,521,000154
Personal trust and agency accounts, managed assets$808,993,00074
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$612,000417
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$79,105,000174
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$26,676,000452
Foundation and endowment trust and agency accounts, managed assets$704,000458
Other fiduciary accounts, managed assets$431,000149
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,105,000163
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$541,361,000115
Personal trust and agency accounts, non-managed assets$93,842,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0433
Employee benefit-defined benefit accounts, non-managed Assets$29,555,00090
Other retirement accounts, non-managed assets$129,000645
Corporate trust and agency accounts, non-managed assets$0227
Investment management and advisory agency accounts, non-managed assets$0367
Foundation and endowment trust and agency accounts, non-managed assets$0202
Other fiduciary accounts, non-managed assets$417,835,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$1,239,652,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,074,000594
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,405,230,000150
Managed Assets ($)$881,392,000156
Personal trust and agency accounts, managed assets$778,178,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$602,000289
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$76,528,000178
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$25,221,000342
Foundation and endowment trust and agency accounts, managed assets$691,000291
Other fiduciary accounts, managed assets$172,00094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,528,000164
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$523,838,000118
Personal trust and agency accounts, non-managed assets$98,605,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0276
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$31,000330
Corporate trust and agency accounts, non-managed assets$0131
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0153
Other fiduciary accounts, non-managed assets$425,202,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$1,195,115,00080
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$948,000325
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,372,840,000150
Managed Assets ($)$874,178,000158
Personal trust and agency accounts, managed assets$774,137,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$587,000292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$74,621,000180
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$23,985,000343
Foundation and endowment trust and agency accounts, managed assets$676,000294
Other fiduciary accounts, managed assets$172,000104
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$74,620,000168
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$498,662,000120
Personal trust and agency accounts, non-managed assets$98,599,00089
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0280
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$31,000335
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0222
Foundation and endowment trust and agency accounts, non-managed assets$0159
Other fiduciary accounts, non-managed assets$400,032,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$335,366,000125
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$978,000327
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,337,440,000154
Managed Assets ($)$866,691,000157
Personal trust and agency accounts, managed assets$770,593,00078
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$557,000294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$74,243,000176
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$20,438,000346
Foundation and endowment trust and agency accounts, managed assets$688,000293
Other fiduciary accounts, managed assets$172,000108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$74,243,000163
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$470,749,000121
Personal trust and agency accounts, non-managed assets$93,433,00093
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$0136
Other retirement accounts, non-managed assets$76,000331
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0225
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$377,240,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$36,857,000261
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$456,000337
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,331,947,000152
Managed Assets ($)$877,051,000156
Personal trust and agency accounts, managed assets$767,651,00077
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$530,000435
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$79,465,000164
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$28,571,000442
Foundation and endowment trust and agency accounts, managed assets$662,000461
Other fiduciary accounts, managed assets$172,000184
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,465,000150
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$454,896,000120
Personal trust and agency accounts, non-managed assets$73,715,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0461
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$77,000677
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$381,104,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$35,266,000325
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$462,000673
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,320,647,000151
Managed Assets ($)$1,223,135,000119
Personal trust and agency accounts, managed assets$738,176,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$508,000293
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$76,740,000166
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$28,385,000330
Foundation and endowment trust and agency accounts, managed assets$630,000287
Other fiduciary accounts, managed assets$378,696,00011
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,740,000153
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$97,512,000227
Personal trust and agency accounts, non-managed assets$73,935,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,605,000251
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$81,000324
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$21,891,00045
Memoranda
Custody and safekeeping accounts, non-managed assets$35,102,000265
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$470,000336
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,342,034,000155
Managed Assets ($)$1,264,777,000123
Personal trust and agency accounts, managed assets$757,669,00076
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$509,000300
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$79,912,000165
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$28,947,000330
Foundation and endowment trust and agency accounts, managed assets$12,840,000233
Other fiduciary accounts, managed assets$384,900,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,912,000150
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,257,000246
Personal trust and agency accounts, non-managed assets$70,358,00098
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,900,000254
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$61,000325
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$4,938,00052
Memoranda
Custody and safekeeping accounts, non-managed assets$34,952,000274
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$466,000336
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,376,545,000153
Managed Assets ($)$1,308,133,000119
Personal trust and agency accounts, managed assets$768,331,00075
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$495,000296
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$78,425,000167
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$29,205,000333
Foundation and endowment trust and agency accounts, managed assets$28,616,000178
Other fiduciary accounts, managed assets$403,061,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$78,425,000151
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$68,412,000260
Personal trust and agency accounts, non-managed assets$62,061,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,900,000254
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$60,000328
Corporate trust and agency accounts, non-managed assets$0143
Investment management and advisory agency accounts, non-managed assets$0218
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$4,391,00056
Memoranda
Custody and safekeeping accounts, non-managed assets$3,290,000358
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$485,000338
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,223,933,000163
Managed Assets ($)$1,158,860,000127
Personal trust and agency accounts, managed assets$651,072,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$475,000454
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$73,705,000173
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$27,660,000465
Foundation and endowment trust and agency accounts, managed assets$28,445,000182
Other fiduciary accounts, managed assets$377,503,00012
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$73,705,000158
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$65,073,000288
Personal trust and agency accounts, non-managed assets$61,076,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,531,000408
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$93,000706
Corporate trust and agency accounts, non-managed assets$0250
Investment management and advisory agency accounts, non-managed assets$0381
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$2,373,00083
Memoranda
Custody and safekeeping accounts, non-managed assets$28,835,000364
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$495,000694
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,167,221,000165
Managed Assets ($)$1,112,771,000126
Personal trust and agency accounts, managed assets$609,975,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$456,000297
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$68,328,000181
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$27,172,000332
Foundation and endowment trust and agency accounts, managed assets$28,675,000170
Other fiduciary accounts, managed assets$378,165,00013
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$68,327,000162
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$54,450,000276
Personal trust and agency accounts, non-managed assets$49,857,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,555,000262
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$71,000328
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0214
Foundation and endowment trust and agency accounts, non-managed assets$0158
Other fiduciary accounts, non-managed assets$2,967,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$27,976,000282
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$219,000338
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,090,099,000171
Managed Assets ($)$1,034,752,000130
Personal trust and agency accounts, managed assets$614,368,00093
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$456,000301
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$68,772,000183
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$26,826,000333
Foundation and endowment trust and agency accounts, managed assets$28,852,000172
Other fiduciary accounts, managed assets$295,478,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$68,772,000161
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$55,347,000275
Personal trust and agency accounts, non-managed assets$50,656,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,555,000263
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$69,000330
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$3,067,00062
Memoranda
Custody and safekeeping accounts, non-managed assets$294,374,000136
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$402,000333
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,062,304,000170
Managed Assets ($)$996,178,000130
Personal trust and agency accounts, managed assets$584,048,00096
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$429,000305
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$62,206,000191
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$25,612,000335
Foundation and endowment trust and agency accounts, managed assets$28,405,000170
Other fiduciary accounts, managed assets$295,478,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$62,206,000168
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$66,126,000258
Personal trust and agency accounts, non-managed assets$56,273,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,230,000271
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$68,000334
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$8,555,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$745,637,00096
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$422,000335
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,049,760,000168
Managed Assets ($)$980,801,000132
Personal trust and agency accounts, managed assets$572,248,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$406,000481
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$59,511,000193
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$24,866,000469
Foundation and endowment trust and agency accounts, managed assets$28,187,000180
Other fiduciary accounts, managed assets$295,583,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,511,000172
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$68,959,000282
Personal trust and agency accounts, non-managed assets$56,567,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,183,000441
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$282,000682
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$10,927,00051
Memoranda
Custody and safekeeping accounts, non-managed assets$585,453,000105
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$892,000665
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,045,064,000162
Managed Assets ($)$975,481,000127
Personal trust and agency accounts, managed assets$586,709,00083
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$379,000295
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$57,546,000185
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$23,950,000317
Foundation and endowment trust and agency accounts, managed assets$27,212,000162
Other fiduciary accounts, managed assets$279,685,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$57,546,000164
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,583,000250
Personal trust and agency accounts, non-managed assets$57,707,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,139,000266
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$1,769,000266
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$8,968,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$629,704,000104
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,413,000283
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,018,120,000159
Managed Assets ($)$958,149,000126
Personal trust and agency accounts, managed assets$560,052,00086
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$356,000297
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$54,688,000184
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$20,807,000318
Foundation and endowment trust and agency accounts, managed assets$26,528,000161
Other fiduciary accounts, managed assets$295,718,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$54,688,000164
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$59,971,000264
Personal trust and agency accounts, non-managed assets$55,322,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,139,000265
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$384,000298
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$3,126,00057
Memoranda
Custody and safekeeping accounts, non-managed assets$679,612,000100
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$933,000307
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,005,682,000160
Managed Assets ($)$944,681,000128
Personal trust and agency accounts, managed assets$533,851,00088
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$345,000294
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$55,005,000181
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$28,950,000311
Foundation and endowment trust and agency accounts, managed assets$28,071,000160
Other fiduciary accounts, managed assets$298,459,00016
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$55,005,000159
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$61,001,000267
Personal trust and agency accounts, non-managed assets$57,009,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$930,000271
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$293,000307
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$2,769,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$708,232,00097
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$293,000329
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$903,818,000174
Managed Assets ($)$841,702,000138
Personal trust and agency accounts, managed assets$414,170,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$319,000500
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$54,785,000181
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$35,699,000403
Foundation and endowment trust and agency accounts, managed assets$38,591,000139
Other fiduciary accounts, managed assets$298,138,00015
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$54,785,000155
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$62,116,000300
Personal trust and agency accounts, non-managed assets$58,107,000102
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$914,000473
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$0765
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$3,095,00071
Memoranda
Custody and safekeeping accounts, non-managed assets$599,528,000106
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$277,000732
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$843,660,000179
Managed Assets ($)$768,585,000147
Personal trust and agency accounts, managed assets$349,308,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$303,000281
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$62,067,000160
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$29,599,000302
Foundation and endowment trust and agency accounts, managed assets$11,928,000198
Other fiduciary accounts, managed assets$315,380,00014
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,963,000138
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$75,075,000242
Personal trust and agency accounts, non-managed assets$56,766,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$915,000265
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$13,719,00062
Other fiduciary accounts, non-managed assets$3,675,00053
Memoranda
Custody and safekeeping accounts, non-managed assets$610,973,000102
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$272,000311
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$790,561,000177
Managed Assets ($)$728,481,000144
Personal trust and agency accounts, managed assets$331,680,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$279,000282
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$56,264,000166
Corporate trust and agency accounts, managed assets$295,217,0009
Investment management and investment advisory agency accounts, managed assets$32,392,000298
Foundation and endowment trust and agency accounts, managed assets$12,059,000196
Other fiduciary accounts, managed assets$590,00084
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$55,989,000145
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$62,080,000251
Personal trust and agency accounts, non-managed assets$56,221,00099
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$899,000263
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$0321
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$4,960,00049
Memoranda
Custody and safekeeping accounts, non-managed assets$700,668,00095
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$762,000304
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$737,092,000189
Managed Assets ($)$668,024,000155
Personal trust and agency accounts, managed assets$276,220,000139
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$266,000282
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$53,126,000178
Corporate trust and agency accounts, managed assets$295,338,0009
Investment management and investment advisory agency accounts, managed assets$29,937,000303
Foundation and endowment trust and agency accounts, managed assets$12,619,000196
Other fiduciary accounts, managed assets$518,00088
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$53,126,000147
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$69,068,000238
Personal trust and agency accounts, non-managed assets$62,689,00094
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0286
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$202,000301
Corporate trust and agency accounts, non-managed assets$305,000111
Investment management and advisory agency accounts, non-managed assets$659,000158
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$5,213,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$743,663,00093
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,212,000301
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$677,198,000194
Managed Assets ($)$596,199,000160
Personal trust and agency accounts, managed assets$194,191,000172
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0547
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$45,628,000184
Corporate trust and agency accounts, managed assets$311,755,0009
Investment management and investment advisory agency accounts, managed assets$31,815,000415
Foundation and endowment trust and agency accounts, managed assets$12,810,000222
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$45,628,000161
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$80,999,000248
Personal trust and agency accounts, non-managed assets$54,794,000100
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$584,000492
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$1,862,000513
Corporate trust and agency accounts, non-managed assets$8,274,000104
Investment management and advisory agency accounts, non-managed assets$4,717,000165
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$10,768,00052
Memoranda
Custody and safekeeping accounts, non-managed assets$575,213,000108
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,717,000523
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0394
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$0263
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0393
Personal trust and agency accounts, non-managed assets$0323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$0369
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Personal trust and agency accounts, managed assets$0400
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0297
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assets$0261
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0322
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0398
Personal trust and agency accounts, non-managed assets$0327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$0372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Personal trust and agency accounts, managed assets$0405
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$0368
Foundation and endowment trust and agency accounts, managed assets$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$0324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0403
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0294
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$0376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0324
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$8,333,0001,075
Managed Assets ($)$8,333,000991
Personal trust and agency accounts, managed assets$4,580,0001,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0583
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$1,069,000646
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$2,684,000717
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$1,069,000565
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$01,212
Personal trust and agency accounts, non-managed assets$0894
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0577
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$0797
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$55,000837
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0793
2010-09-30Rank
Fiduciary powers granted$02,195
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Personal trust and agency accounts, managed assets$0387
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0296
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$0354
Foundation and endowment trust and agency accounts, managed assets$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$0312
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0389
Personal trust and agency accounts, non-managed assets$0328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$0370
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0306
2010-06-30Rank
Fiduciary powers granted$02,202
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Personal trust and agency accounts, managed assets$0384
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0229
Other employee benefit and retirement-related accounts, managed assets$0350
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0356
Foundation and endowment trust and agency accounts, managed assets$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$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$0370
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2010-03-31Rank
Fiduciary powers granted$02,230
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0388
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0355
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$0359
Foundation and endowment trust and agency accounts, managed assets$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$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0399
Personal trust and agency accounts, non-managed assets$0339
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0299
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$0376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2009-12-31Rank
Fiduciary powers granted$02,244
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Personal trust and agency accounts, managed assets$01,441
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0604
Employee benefit-defined benefit accounts, managed assets$0372
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$0835
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$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$01,242
Personal trust and agency accounts, non-managed assets$0920
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0594
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$0806
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$0878
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0794
2009-09-30Rank
Fiduciary powers granted$02,265
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0342
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$0353
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0306
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$02,285
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0383
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0346
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$0373
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0385
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$0348
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0377
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Personal trust and agency accounts, managed assets$01,470
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0632
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$0777
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$0851
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,241
Personal trust and agency accounts, non-managed assets$0946
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0603
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$0811
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$0874
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0321
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0390
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0420
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0313
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$0330
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$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Total fiduciary and related assets$0449
Managed Assets ($)$0425
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$0240
Other employee benefit and retirement-related accounts, managed assets$0381
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0394
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0426
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0320
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$0336
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$0400
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$02,389
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0327
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$0388
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0400
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0327
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0341
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$0407
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$02,411
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Personal trust and agency accounts, managed assets$01,532
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0666
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$0790
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$0880
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,291
Personal trust and agency accounts, non-managed assets$0969
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0633
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$0860
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$0908
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$02,428
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
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$02,445
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
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$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
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$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Personal trust and agency accounts, managed assets$01,568
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$0891
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,321
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$0653
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$0853
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$0947
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$02,478
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
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$02,497
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
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$02,505
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
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$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Personal trust and agency accounts, managed assets$01,621
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0755
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0819
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$0918
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,365
Personal trust and agency accounts, non-managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0688
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$0867
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$0966
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$02,529
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Personal trust and agency accounts, managed assets$0409
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0329
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$0370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0412
Personal trust and agency accounts, non-managed assets$0337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Personal trust and agency accounts, managed assets$0423
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0424
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0343
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$0383
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Personal trust and agency accounts, managed assets$01,639
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0765
Employee benefit-defined benefit accounts, managed assets$0442
Other employee benefit and retirement-related accounts, managed assets$0797
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$0911
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,358
Personal trust and agency accounts, non-managed assets$01,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0699
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$0862
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$0996
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$0327
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Personal trust and agency accounts, managed assets$0418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0338
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0409
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$0416
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Personal trust and agency accounts, managed assets$01,694
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0794
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$0809
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,404
Personal trust and agency accounts, non-managed assets$01,035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$0879
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$01,022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Personal trust and agency accounts, managed assets$0432
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0347
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$0364
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0445
Personal trust and agency accounts, non-managed assets$0370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$0350
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$0430
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Personal trust and agency accounts, managed assets$0436
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0353
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0447
Personal trust and agency accounts, non-managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0349
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$0431
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Personal trust and agency accounts, managed assets$0450
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0360
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0458
Personal trust and agency accounts, non-managed assets$0390
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0354
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$0442
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Personal trust and agency accounts, managed assets$01,748
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0832
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,452
Personal trust and agency accounts, non-managed assets$01,066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$0883
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$01,046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$02,623
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Personal trust and agency accounts, managed assets$01,716
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0814
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0769
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,377
Personal trust and agency accounts, non-managed assets$0992
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA