Home > Pioneer Trust Bank > Total Fiduciary and Related Assets

Pioneer Trust Bank, Total Fiduciary and Related Assets

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,000,224,000223
Managed Assets ($)$972,754,000190
Personal trust and agency accounts, managed assets$645,910,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$46,288,000110
Employee benefit-defined benefit accounts, managed assets$42,249,00095
Other employee benefit and retirement-related accounts, managed assets$99,347,000203
Corporate trust and agency accounts, managed assets$0151
Investment management and investment advisory agency accounts, managed assets$38,073,000423
Foundation and endowment trust and agency accounts, managed assets$100,887,000131
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$99,347,000194
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$27,470,000408
Personal trust and agency accounts, non-managed assets$1,832,000410
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,991,000226
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$10,647,000234
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$0184
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$307,331,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,647,000277
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$957,520,000224
Managed Assets ($)$931,919,000191
Personal trust and agency accounts, managed assets$615,170,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,970,000103
Employee benefit-defined benefit accounts, managed assets$40,173,00096
Other employee benefit and retirement-related accounts, managed assets$99,053,000193
Corporate trust and agency accounts, managed assets$068
Investment management and investment advisory agency accounts, managed assets$36,033,000294
Foundation and endowment trust and agency accounts, managed assets$98,520,000126
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$99,053,000186
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,601,000277
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$15,024,000172
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$10,577,000161
Corporate trust and agency accounts, non-managed assets$098
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0131
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$294,010,000137
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,577,000181
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$968,359,000222
Managed Assets ($)$942,949,000189
Personal trust and agency accounts, managed assets$623,878,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,986,000108
Employee benefit-defined benefit accounts, managed assets$39,797,000100
Other employee benefit and retirement-related accounts, managed assets$101,060,000201
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$34,769,000349
Foundation and endowment trust and agency accounts, managed assets$100,459,000132
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$101,060,000192
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,410,000323
Personal trust and agency accounts, non-managed assets$0318
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$14,805,000196
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$10,605,000176
Corporate trust and agency accounts, non-managed assets$0115
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$300,277,000142
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$25,410,000141
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$951,477,000220
Managed Assets ($)$927,465,000186
Personal trust and agency accounts, managed assets$619,245,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,834,000106
Employee benefit-defined benefit accounts, managed assets$37,757,000101
Other employee benefit and retirement-related accounts, managed assets$97,667,000193
Corporate trust and agency accounts, managed assets$065
Investment management and investment advisory agency accounts, managed assets$32,794,000298
Foundation and endowment trust and agency accounts, managed assets$99,168,000127
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$97,667,000187
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,012,000276
Personal trust and agency accounts, non-managed assets$0272
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$13,570,000175
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$10,442,000162
Corporate trust and agency accounts, non-managed assets$0101
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0126
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$290,188,000137
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,442,000184
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$929,538,000223
Managed Assets ($)$906,420,000188
Personal trust and agency accounts, managed assets$605,684,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$39,430,000119
Employee benefit-defined benefit accounts, managed assets$36,615,000104
Other employee benefit and retirement-related accounts, managed assets$98,019,000195
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$28,703,000441
Foundation and endowment trust and agency accounts, managed assets$97,969,000124
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$98,019,000188
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$23,118,000421
Personal trust and agency accounts, non-managed assets$0640
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$12,849,000235
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$10,269,000235
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$0194
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$292,050,000148
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,269,000287
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$868,962,000220
Managed Assets ($)$847,373,000185
Personal trust and agency accounts, managed assets$557,834,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$37,133,000108
Employee benefit-defined benefit accounts, managed assets$33,326,000100
Other employee benefit and retirement-related accounts, managed assets$92,780,000186
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$32,096,000298
Foundation and endowment trust and agency accounts, managed assets$94,204,000117
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$92,780,000178
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,589,000280
Personal trust and agency accounts, non-managed assets$0275
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$11,696,000178
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$9,893,000165
Corporate trust and agency accounts, non-managed assets$0105
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$272,431,000135
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,893,000190
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$854,672,000225
Managed Assets ($)$834,221,000184
Personal trust and agency accounts, managed assets$554,760,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,503,000117
Employee benefit-defined benefit accounts, managed assets$31,652,000103
Other employee benefit and retirement-related accounts, managed assets$88,598,000191
Corporate trust and agency accounts, managed assets$077
Investment management and investment advisory agency accounts, managed assets$30,750,000345
Foundation and endowment trust and agency accounts, managed assets$92,958,000118
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$88,598,000183
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,451,000326
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,753,000202
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$9,698,000181
Corporate trust and agency accounts, non-managed assets$0118
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$0147
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$266,969,000140
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,698,000209
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$760,285,000222
Managed Assets ($)$740,460,000185
Personal trust and agency accounts, managed assets$493,553,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$32,400,000109
Employee benefit-defined benefit accounts, managed assets$28,209,000103
Other employee benefit and retirement-related accounts, managed assets$81,081,000182
Corporate trust and agency accounts, managed assets$071
Investment management and investment advisory agency accounts, managed assets$26,460,000299
Foundation and endowment trust and agency accounts, managed assets$78,757,000118
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,081,000176
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,825,000282
Personal trust and agency accounts, non-managed assets$0278
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,491,000176
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$9,334,000164
Corporate trust and agency accounts, non-managed assets$0103
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$0139
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$256,698,000138
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,334,000191
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$802,494,000226
Managed Assets ($)$781,389,000195
Personal trust and agency accounts, managed assets$510,785,000129
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,356,000126
Employee benefit-defined benefit accounts, managed assets$31,082,000113
Other employee benefit and retirement-related accounts, managed assets$87,337,000202
Corporate trust and agency accounts, managed assets$0152
Investment management and investment advisory agency accounts, managed assets$32,205,000425
Foundation and endowment trust and agency accounts, managed assets$83,624,000127
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$87,337,000191
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$21,105,000431
Personal trust and agency accounts, non-managed assets$0664
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,896,000247
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$10,209,000231
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$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$322,156,000147
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$10,209,000276
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$775,399,000224
Managed Assets ($)$754,849,000193
Personal trust and agency accounts, managed assets$505,699,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,776,000116
Employee benefit-defined benefit accounts, managed assets$29,030,000110
Other employee benefit and retirement-related accounts, managed assets$83,231,000197
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$29,148,000301
Foundation and endowment trust and agency accounts, managed assets$73,965,000128
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$83,231,000189
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,550,000284
Personal trust and agency accounts, non-managed assets$299,000266
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$10,301,000182
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$9,950,000165
Corporate trust and agency accounts, non-managed assets$0104
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$0142
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$313,330,000139
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,950,000191
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$847,551,000215
Managed Assets ($)$827,840,000177
Personal trust and agency accounts, managed assets$580,746,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$33,086,000117
Employee benefit-defined benefit accounts, managed assets$28,670,000110
Other employee benefit and retirement-related accounts, managed assets$81,848,000199
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$29,374,000335
Foundation and endowment trust and agency accounts, managed assets$74,116,000130
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$81,848,000191
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,711,000314
Personal trust and agency accounts, non-managed assets$0308
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,795,000202
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$9,916,000174
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$097
Memoranda
Custody and safekeeping accounts, non-managed assets$226,676,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,916,000205
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$834,135,000216
Managed Assets ($)$814,822,000176
Personal trust and agency accounts, managed assets$572,621,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$31,645,000124
Employee benefit-defined benefit accounts, managed assets$27,465,000113
Other employee benefit and retirement-related accounts, managed assets$79,088,000198
Corporate trust and agency accounts, managed assets$076
Investment management and investment advisory agency accounts, managed assets$28,018,000334
Foundation and endowment trust and agency accounts, managed assets$75,985,000121
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$79,088,000190
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,313,000319
Personal trust and agency accounts, non-managed assets$0306
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,474,000210
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$9,839,000178
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$099
Memoranda
Custody and safekeeping accounts, non-managed assets$220,990,000158
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,839,000208
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$792,138,000219
Managed Assets ($)$773,559,000177
Personal trust and agency accounts, managed assets$546,937,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,417,000136
Employee benefit-defined benefit accounts, managed assets$25,291,000117
Other employee benefit and retirement-related accounts, managed assets$72,235,000198
Corporate trust and agency accounts, managed assets$0149
Investment management and investment advisory agency accounts, managed assets$26,906,000445
Foundation and endowment trust and agency accounts, managed assets$72,773,000119
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$72,235,000191
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$18,579,000456
Personal trust and agency accounts, non-managed assets$0678
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,116,000254
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$9,463,000232
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$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$205,262,000166
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,463,000283
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$813,163,000223
Managed Assets ($)$794,337,000180
Personal trust and agency accounts, managed assets$559,258,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,850,000127
Employee benefit-defined benefit accounts, managed assets$26,756,000114
Other employee benefit and retirement-related accounts, managed assets$76,293,000199
Corporate trust and agency accounts, managed assets$079
Investment management and investment advisory agency accounts, managed assets$28,468,000336
Foundation and endowment trust and agency accounts, managed assets$72,712,000124
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$76,293,000190
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,826,000324
Personal trust and agency accounts, non-managed assets$0311
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,372,000213
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$9,454,000178
Corporate trust and agency accounts, non-managed assets$0120
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$213,596,000157
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,454,000210
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$783,670,000220
Managed Assets ($)$765,015,000186
Personal trust and agency accounts, managed assets$539,467,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,337,000131
Employee benefit-defined benefit accounts, managed assets$26,114,000117
Other employee benefit and retirement-related accounts, managed assets$71,901,000204
Corporate trust and agency accounts, managed assets$078
Investment management and investment advisory agency accounts, managed assets$26,967,000337
Foundation and endowment trust and agency accounts, managed assets$71,229,000123
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$71,901,000195
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,655,000327
Personal trust and agency accounts, non-managed assets$0314
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,812,000214
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$9,843,000170
Corporate trust and agency accounts, non-managed assets$0116
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0151
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$190,559,000160
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$9,843,000199
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$750,064,000224
Managed Assets ($)$726,005,000186
Personal trust and agency accounts, managed assets$512,308,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,271,000134
Employee benefit-defined benefit accounts, managed assets$25,944,000118
Other employee benefit and retirement-related accounts, managed assets$66,024,000208
Corporate trust and agency accounts, managed assets$081
Investment management and investment advisory agency accounts, managed assets$21,847,000345
Foundation and endowment trust and agency accounts, managed assets$70,611,000125
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$66,024,000195
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,059,000318
Personal trust and agency accounts, non-managed assets$0317
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$9,108,000215
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$14,951,000148
Corporate trust and agency accounts, non-managed assets$0121
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$0149
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$200,761,000155
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,951,000164
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$771,036,000221
Managed Assets ($)$746,653,000184
Personal trust and agency accounts, managed assets$530,595,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,047,000139
Employee benefit-defined benefit accounts, managed assets$25,000,000123
Other employee benefit and retirement-related accounts, managed assets$68,284,000209
Corporate trust and agency accounts, managed assets$0168
Investment management and investment advisory agency accounts, managed assets$21,748,000487
Foundation and endowment trust and agency accounts, managed assets$70,979,000125
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$68,284,000198
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$24,383,000422
Personal trust and agency accounts, non-managed assets$0711
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,788,000271
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$15,595,000184
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$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$188,091,000167
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,595,000214
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$738,272,000224
Managed Assets ($)$713,090,000189
Personal trust and agency accounts, managed assets$484,796,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,099,000138
Employee benefit-defined benefit accounts, managed assets$24,573,000119
Other employee benefit and retirement-related accounts, managed assets$66,409,000204
Corporate trust and agency accounts, managed assets$19,740,00031
Investment management and investment advisory agency accounts, managed assets$20,450,000346
Foundation and endowment trust and agency accounts, managed assets$69,023,000126
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$66,409,000193
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,182,000314
Personal trust and agency accounts, non-managed assets$0314
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$8,563,000214
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$16,619,000140
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$099
Memoranda
Custody and safekeeping accounts, non-managed assets$210,511,000148
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$16,619,000154
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$701,579,000228
Managed Assets ($)$679,330,000188
Personal trust and agency accounts, managed assets$498,208,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,527,000133
Employee benefit-defined benefit accounts, managed assets$23,472,000118
Other employee benefit and retirement-related accounts, managed assets$65,866,000203
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$19,780,000348
Foundation and endowment trust and agency accounts, managed assets$43,477,000154
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$65,866,000192
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,249,000315
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$7,007,000216
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$15,242,000142
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$097
Memoranda
Custody and safekeeping accounts, non-managed assets$204,711,000154
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$15,242,000159
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$689,711,000230
Managed Assets ($)$668,798,000187
Personal trust and agency accounts, managed assets$489,758,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$30,256,000130
Employee benefit-defined benefit accounts, managed assets$22,625,000119
Other employee benefit and retirement-related accounts, managed assets$64,283,000202
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$19,285,000350
Foundation and endowment trust and agency accounts, managed assets$42,591,000155
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$64,283,000192
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,913,000317
Personal trust and agency accounts, non-managed assets$0316
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,697,000217
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$14,216,000150
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$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$197,222,000153
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,216,000164
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$675,213,000229
Managed Assets ($)$654,762,000191
Personal trust and agency accounts, managed assets$481,969,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$29,351,000140
Employee benefit-defined benefit accounts, managed assets$21,314,000126
Other employee benefit and retirement-related accounts, managed assets$63,001,000198
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$17,186,000506
Foundation and endowment trust and agency accounts, managed assets$41,941,000152
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,001,000185
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$20,451,000452
Personal trust and agency accounts, non-managed assets$0726
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,418,000287
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$14,033,000193
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$0181
Memoranda
Custody and safekeeping accounts, non-managed assets$188,465,000167
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,033,000222
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$677,338,000228
Managed Assets ($)$656,817,000186
Personal trust and agency accounts, managed assets$485,186,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,981,000134
Employee benefit-defined benefit accounts, managed assets$20,768,000123
Other employee benefit and retirement-related accounts, managed assets$63,983,000197
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$17,579,000348
Foundation and endowment trust and agency accounts, managed assets$41,320,000148
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,983,000181
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,521,000324
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$6,466,000217
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$14,055,000150
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$098
Memoranda
Custody and safekeeping accounts, non-managed assets$182,951,000158
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,055,000163
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$680,442,000228
Managed Assets ($)$660,138,000186
Personal trust and agency accounts, managed assets$493,033,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,500,000135
Employee benefit-defined benefit accounts, managed assets$19,959,000126
Other employee benefit and retirement-related accounts, managed assets$61,633,000201
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$17,437,000351
Foundation and endowment trust and agency accounts, managed assets$40,576,000148
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,633,000187
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,304,000327
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,342,000219
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$13,962,000150
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$097
Memoranda
Custody and safekeeping accounts, non-managed assets$174,285,000160
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,962,000166
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$616,326,000242
Managed Assets ($)$596,723,000204
Personal trust and agency accounts, managed assets$433,970,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,094,000136
Employee benefit-defined benefit accounts, managed assets$19,682,000126
Other employee benefit and retirement-related accounts, managed assets$59,749,000201
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$15,723,000351
Foundation and endowment trust and agency accounts, managed assets$40,505,000147
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,749,000187
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,603,000326
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,871,000224
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$13,732,000149
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$095
Memoranda
Custody and safekeeping accounts, non-managed assets$172,944,000163
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,732,000164
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$570,983,000252
Managed Assets ($)$551,743,000213
Personal trust and agency accounts, managed assets$394,403,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,522,000150
Employee benefit-defined benefit accounts, managed assets$19,319,000137
Other employee benefit and retirement-related accounts, managed assets$59,640,000202
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$11,217,000548
Foundation and endowment trust and agency accounts, managed assets$40,642,000150
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,640,000187
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$19,240,000465
Personal trust and agency accounts, non-managed assets$0747
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,581,000310
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$13,659,000200
Corporate trust and agency accounts, non-managed assets$0241
Investment management and advisory agency accounts, non-managed assets$0390
Foundation and endowment trust and agency accounts, non-managed assets$0208
Other fiduciary accounts, non-managed assets$0183
Memoranda
Custody and safekeeping accounts, non-managed assets$173,915,000173
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,659,000237
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$575,753,000250
Managed Assets ($)$547,827,000209
Personal trust and agency accounts, managed assets$396,069,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,437,000140
Employee benefit-defined benefit accounts, managed assets$18,693,000128
Other employee benefit and retirement-related accounts, managed assets$59,355,000198
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$9,410,000355
Foundation and endowment trust and agency accounts, managed assets$38,863,000144
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$59,355,000183
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,926,000313
Personal trust and agency accounts, non-managed assets$0321
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,495,000225
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$22,431,000115
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0220
Foundation and endowment trust and agency accounts, non-managed assets$0154
Other fiduciary accounts, non-managed assets$0100
Memoranda
Custody and safekeeping accounts, non-managed assets$161,703,000169
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,431,000123
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$595,752,000253
Managed Assets ($)$566,932,000209
Personal trust and agency accounts, managed assets$408,554,000130
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,254,000145
Employee benefit-defined benefit accounts, managed assets$19,630,000125
Other employee benefit and retirement-related accounts, managed assets$62,446,000199
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$9,902,000359
Foundation and endowment trust and agency accounts, managed assets$40,146,000152
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$62,446,000180
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,820,000317
Personal trust and agency accounts, non-managed assets$0324
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,509,000227
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$23,311,000117
Corporate trust and agency accounts, non-managed assets$0137
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$0156
Other fiduciary accounts, non-managed assets$0107
Memoranda
Custody and safekeeping accounts, non-managed assets$167,374,000175
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,311,000126
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$594,491,000257
Managed Assets ($)$565,711,000211
Personal trust and agency accounts, managed assets$404,997,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$26,554,000148
Employee benefit-defined benefit accounts, managed assets$19,582,000126
Other employee benefit and retirement-related accounts, managed assets$63,723,000197
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$10,630,000354
Foundation and endowment trust and agency accounts, managed assets$40,225,000150
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,723,000175
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,780,000316
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,397,000228
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$23,383,000121
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$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$171,275,000169
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,383,000125
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$576,851,000260
Managed Assets ($)$549,078,000215
Personal trust and agency accounts, managed assets$390,139,000131
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,074,000172
Employee benefit-defined benefit accounts, managed assets$18,586,000141
Other employee benefit and retirement-related accounts, managed assets$64,124,000195
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$10,616,000570
Foundation and endowment trust and agency accounts, managed assets$40,539,000149
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$64,124,000172
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$27,773,000422
Personal trust and agency accounts, non-managed assets$0782
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,069,000324
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$22,704,000139
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$0200
Memoranda
Custody and safekeeping accounts, non-managed assets$170,258,000184
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$22,704,000151
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$568,627,000254
Managed Assets ($)$539,881,000215
Personal trust and agency accounts, managed assets$384,676,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,798,000158
Employee benefit-defined benefit accounts, managed assets$18,261,000130
Other employee benefit and retirement-related accounts, managed assets$63,958,000193
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$9,196,000358
Foundation and endowment trust and agency accounts, managed assets$39,992,000142
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$63,958,000170
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,746,000313
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,032,000233
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$23,714,000118
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$0102
Memoranda
Custody and safekeeping accounts, non-managed assets$167,724,000167
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,714,000120
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$566,533,000256
Managed Assets ($)$538,089,000213
Personal trust and agency accounts, managed assets$382,126,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,664,000161
Employee benefit-defined benefit accounts, managed assets$18,066,000130
Other employee benefit and retirement-related accounts, managed assets$64,664,000191
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$9,260,000359
Foundation and endowment trust and agency accounts, managed assets$40,309,000140
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$64,664,000167
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,444,000313
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$4,802,000235
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$23,642,000120
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$0106
Memoranda
Custody and safekeeping accounts, non-managed assets$157,214,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,642,000125
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$539,255,000257
Managed Assets ($)$511,381,000220
Personal trust and agency accounts, managed assets$360,010,000132
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,006,000162
Employee benefit-defined benefit accounts, managed assets$17,252,000132
Other employee benefit and retirement-related accounts, managed assets$62,613,000189
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$8,983,000359
Foundation and endowment trust and agency accounts, managed assets$39,517,000142
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$62,613,000167
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,874,000317
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$4,601,000238
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$23,273,000119
Corporate trust and agency accounts, non-managed assets$0140
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$0157
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$155,925,000173
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,273,000128
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$542,485,000255
Managed Assets ($)$514,803,000214
Personal trust and agency accounts, managed assets$363,381,000129
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,471,000169
Employee benefit-defined benefit accounts, managed assets$16,376,000147
Other employee benefit and retirement-related accounts, managed assets$61,935,000190
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$8,860,000581
Foundation and endowment trust and agency accounts, managed assets$39,780,000146
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$61,935,000170
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$27,682,000423
Personal trust and agency accounts, non-managed assets$0811
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,407,000347
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$23,275,000140
Corporate trust and agency accounts, non-managed assets$0266
Investment management and advisory agency accounts, non-managed assets$0386
Foundation and endowment trust and agency accounts, non-managed assets$0218
Other fiduciary accounts, non-managed assets$0197
Memoranda
Custody and safekeeping accounts, non-managed assets$154,171,000184
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$23,275,000158
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$530,198,000253
Managed Assets ($)$499,534,000210
Personal trust and agency accounts, managed assets$355,649,000128
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,707,000157
Employee benefit-defined benefit accounts, managed assets$13,906,000133
Other employee benefit and retirement-related accounts, managed assets$60,784,000178
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$8,328,000339
Foundation and endowment trust and agency accounts, managed assets$38,160,000137
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$60,784,000159
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,664,000302
Personal trust and agency accounts, non-managed assets$0325
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,085,000233
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$26,579,000111
Corporate trust and agency accounts, non-managed assets$0138
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0150
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$147,444,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,579,000116
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$522,262,000252
Managed Assets ($)$491,529,000203
Personal trust and agency accounts, managed assets$350,055,000125
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,770,000156
Employee benefit-defined benefit accounts, managed assets$13,633,000135
Other employee benefit and retirement-related accounts, managed assets$58,788,000177
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$8,092,000340
Foundation and endowment trust and agency accounts, managed assets$38,191,000136
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$58,788,000154
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,733,000305
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$3,573,000237
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$27,160,000110
Corporate trust and agency accounts, non-managed assets$0136
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$0152
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$152,591,000169
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,160,000116
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$521,139,000252
Managed Assets ($)$493,875,000207
Personal trust and agency accounts, managed assets$352,549,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,398,000161
Employee benefit-defined benefit accounts, managed assets$13,626,000138
Other employee benefit and retirement-related accounts, managed assets$58,649,000175
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$9,305,000341
Foundation and endowment trust and agency accounts, managed assets$37,348,000139
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$58,649,000152
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$27,264,000311
Personal trust and agency accounts, non-managed assets$0329
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0298
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$27,264,000111
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$0155
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$156,355,000164
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$27,264,000116
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$510,939,000252
Managed Assets ($)$479,269,000201
Personal trust and agency accounts, managed assets$343,820,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,021,000166
Employee benefit-defined benefit accounts, managed assets$13,276,000152
Other employee benefit and retirement-related accounts, managed assets$56,492,000177
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$8,332,000594
Foundation and endowment trust and agency accounts, managed assets$35,328,000143
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$56,492,000151
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$31,670,000405
Personal trust and agency accounts, non-managed assets$650,000590
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,436,000355
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$26,584,000123
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$151,765,000183
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$26,584,000134
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$516,749,000247
Managed Assets ($)$484,146,000199
Personal trust and agency accounts, managed assets$345,460,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,889,000161
Employee benefit-defined benefit accounts, managed assets$10,157,000145
Other employee benefit and retirement-related accounts, managed assets$58,182,000170
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$13,356,000326
Foundation and endowment trust and agency accounts, managed assets$35,102,000139
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$58,182,000143
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$32,603,000296
Personal trust and agency accounts, non-managed assets$0311
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,387,000229
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$28,216,000106
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$145,027,000171
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$28,216,000108
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$497,997,000246
Managed Assets ($)$478,846,000191
Personal trust and agency accounts, managed assets$345,644,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,498,000164
Employee benefit-defined benefit accounts, managed assets$9,816,000147
Other employee benefit and retirement-related accounts, managed assets$56,016,000167
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$13,050,000325
Foundation and endowment trust and agency accounts, managed assets$33,822,000135
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$56,016,000144
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,151,000309
Personal trust and agency accounts, non-managed assets$0314
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,012,000225
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$14,139,000134
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$143,623,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,139,000154
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$504,387,000245
Managed Assets ($)$485,098,000195
Personal trust and agency accounts, managed assets$348,941,000121
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,562,000162
Employee benefit-defined benefit accounts, managed assets$10,914,000145
Other employee benefit and retirement-related accounts, managed assets$56,330,000166
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$14,136,000323
Foundation and endowment trust and agency accounts, managed assets$34,215,000140
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$56,330,000141
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,289,000307
Personal trust and agency accounts, non-managed assets$0313
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,306,000226
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$13,983,000134
Corporate trust and agency accounts, non-managed assets$0135
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$0145
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$144,730,000172
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,983,000156
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$488,443,000238
Managed Assets ($)$470,026,000193
Personal trust and agency accounts, managed assets$340,024,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,375,000173
Employee benefit-defined benefit accounts, managed assets$10,237,000167
Other employee benefit and retirement-related accounts, managed assets$53,506,000163
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$13,711,000538
Foundation and endowment trust and agency accounts, managed assets$33,173,000137
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$53,506,000144
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$18,417,000490
Personal trust and agency accounts, non-managed assets$0854
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,868,000342
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$13,549,000184
Corporate trust and agency accounts, non-managed assets$0303
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$0207
Other fiduciary accounts, non-managed assets$0219
Memoranda
Custody and safekeeping accounts, non-managed assets$142,189,000192
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,549,000231
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$471,823,000235
Managed Assets ($)$453,692,000184
Personal trust and agency accounts, managed assets$328,993,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,066,000153
Employee benefit-defined benefit accounts, managed assets$9,895,000145
Other employee benefit and retirement-related accounts, managed assets$50,305,000168
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$11,194,000331
Foundation and endowment trust and agency accounts, managed assets$32,239,000132
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$50,304,000146
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,131,000317
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$4,794,000228
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$13,337,000133
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$139,654,000173
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,337,000155
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$477,539,000243
Managed Assets ($)$459,572,000194
Personal trust and agency accounts, managed assets$329,976,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,628,000158
Employee benefit-defined benefit accounts, managed assets$10,638,000149
Other employee benefit and retirement-related accounts, managed assets$51,874,000173
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$11,723,000338
Foundation and endowment trust and agency accounts, managed assets$33,733,000130
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$51,874,000149
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,967,000319
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$3,900,000238
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$14,067,000135
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$145,715,000177
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$14,067,000148
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$469,393,000247
Managed Assets ($)$451,591,000198
Personal trust and agency accounts, managed assets$321,787,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,817,000157
Employee benefit-defined benefit accounts, managed assets$10,834,000149
Other employee benefit and retirement-related accounts, managed assets$51,786,000169
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$11,557,000343
Foundation and endowment trust and agency accounts, managed assets$33,810,000130
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$51,786,000142
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,802,000318
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$3,833,000238
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$13,969,000140
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$144,185,000179
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,969,000150
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$464,894,000248
Managed Assets ($)$447,396,000190
Personal trust and agency accounts, managed assets$321,930,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,316,000176
Employee benefit-defined benefit accounts, managed assets$10,614,000168
Other employee benefit and retirement-related accounts, managed assets$50,619,000170
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$9,500,000607
Foundation and endowment trust and agency accounts, managed assets$33,417,000131
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$50,619,000142
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$17,498,000512
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$3,649,000377
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$13,849,000192
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$142,397,000196
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,849,000222
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$454,500,000248
Managed Assets ($)$437,454,000187
Personal trust and agency accounts, managed assets$316,815,000124
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,057,000162
Employee benefit-defined benefit accounts, managed assets$8,630,000155
Other employee benefit and retirement-related accounts, managed assets$50,825,000158
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$9,115,000327
Foundation and endowment trust and agency accounts, managed assets$32,012,000124
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$50,825,000130
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,046,000318
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$3,545,000238
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$13,501,000138
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$142,521,000170
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$13,502,000144
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$447,097,000244
Managed Assets ($)$431,431,000188
Personal trust and agency accounts, managed assets$315,041,000118
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,098,000162
Employee benefit-defined benefit accounts, managed assets$8,001,000159
Other employee benefit and retirement-related accounts, managed assets$49,086,000154
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$8,746,000329
Foundation and endowment trust and agency accounts, managed assets$31,459,000117
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$49,086,000127
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,666,000325
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$3,151,000236
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$12,515,000141
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$146,058,000167
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,973,000144
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$466,615,000247
Managed Assets ($)$450,159,000190
Personal trust and agency accounts, managed assets$327,099,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,719,000158
Employee benefit-defined benefit accounts, managed assets$8,448,000157
Other employee benefit and retirement-related accounts, managed assets$50,004,000161
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$9,224,000332
Foundation and endowment trust and agency accounts, managed assets$32,665,000122
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$50,004,000128
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,456,000325
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$3,483,000241
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$12,973,000135
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$154,097,000170
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,973,000142
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$460,921,000245
Managed Assets ($)$444,666,000191
Personal trust and agency accounts, managed assets$322,550,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,357,000178
Employee benefit-defined benefit accounts, managed assets$8,086,000189
Other employee benefit and retirement-related accounts, managed assets$49,422,000157
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$9,818,000597
Foundation and endowment trust and agency accounts, managed assets$32,433,000121
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$49,422,000124
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$16,255,000531
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$3,302,000378
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$12,953,000193
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$159,346,000185
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$12,953,000240
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$459,314,000244
Managed Assets ($)$443,078,000193
Personal trust and agency accounts, managed assets$354,017,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$22,981,000158
Employee benefit-defined benefit accounts, managed assets$7,968,000160
Other employee benefit and retirement-related accounts, managed assets$48,017,000157
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$10,095,000329
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,236,000306
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$3,216,000237
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$13,020,000140
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$157,476,000169
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$440,082,000243
Managed Assets ($)$424,989,000192
Personal trust and agency accounts, managed assets$343,343,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,608,000162
Employee benefit-defined benefit accounts, managed assets$6,345,000163
Other employee benefit and retirement-related accounts, managed assets$44,785,000160
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$8,908,000337
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,093,000312
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$2,743,000242
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$12,350,000144
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$137,253,000181
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$423,216,000243
Managed Assets ($)$409,159,000188
Personal trust and agency accounts, managed assets$334,553,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,395,000162
Employee benefit-defined benefit accounts, managed assets$5,805,000163
Other employee benefit and retirement-related accounts, managed assets$40,452,000157
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$7,954,000338
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,057,000313
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$2,445,000249
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$11,612,000143
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$126,993,000186
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$440,198,000247
Managed Assets ($)$425,543,000187
Personal trust and agency accounts, managed assets$346,373,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,412,000202
Employee benefit-defined benefit accounts, managed assets$10,437,000167
Other employee benefit and retirement-related accounts, managed assets$42,827,000159
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$8,494,000652
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,655,000537
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$2,512,000410
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$12,143,000214
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$135,964,000203
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$464,699,000250
Managed Assets ($)$448,863,000198
Personal trust and agency accounts, managed assets$364,112,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,176,000168
Employee benefit-defined benefit accounts, managed assets$5,312,000173
Other employee benefit and retirement-related accounts, managed assets$45,595,000163
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$9,668,000368
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,836,000333
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$2,892,000266
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$12,944,000159
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$155,985,000185
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$474,750,000259
Managed Assets ($)$461,681,000205
Personal trust and agency accounts, managed assets$381,952,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$27,870,000164
Employee benefit-defined benefit accounts, managed assets$5,327,000180
Other employee benefit and retirement-related accounts, managed assets$46,532,000170
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$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,069,000347
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$13,069,000163
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$155,695,000188
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$476,306,000264
Managed Assets ($)$463,182,000212
Personal trust and agency accounts, managed assets$379,001,000118
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$28,521,000165
Employee benefit-defined benefit accounts, managed assets$4,942,000184
Other employee benefit and retirement-related accounts, managed assets$50,718,000156
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$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,124,000351
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$13,124,000160
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$167,251,000185
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$495,240,000264
Managed Assets ($)$481,845,000207
Personal trust and agency accounts, managed assets$393,735,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$31,920,000172
Employee benefit-defined benefit accounts, managed assets$5,099,000239
Other employee benefit and retirement-related accounts, managed assets$51,091,000154
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$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,395,000590
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$13,395,000221
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$172,439,000195
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$499,848,000257
Managed Assets ($)$485,618,000205
Personal trust and agency accounts, managed assets$391,464,000114
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,716,000153
Employee benefit-defined benefit accounts, managed assets$4,885,000175
Other employee benefit and retirement-related accounts, managed assets$52,553,000149
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$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$14,230,000332
Personal trust and agency accounts, non-managed assets$653,000311
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$13,577,000153
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$179,417,000181
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$485,317,000272
Managed Assets ($)$469,743,000211
Personal trust and agency accounts, managed assets$377,316,000122
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$36,886,000152
Employee benefit-defined benefit accounts, managed assets$4,677,000181
Other employee benefit and retirement-related accounts, managed assets$50,864,000155
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$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$15,574,000337
Personal trust and agency accounts, non-managed assets$643,000318
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$14,931,000154
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$184,809,000191
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$481,822,000268
Managed Assets ($)$460,100,000209
Personal trust and agency accounts, managed assets$372,674,000119
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$35,341,000157
Employee benefit-defined benefit accounts, managed assets$4,433,000184
Other employee benefit and retirement-related accounts, managed assets$47,652,000156
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$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,722,000325
Personal trust and agency accounts, non-managed assets$9,019,000217
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$12,703,000161
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$184,844,000187
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$483,559,000264
Managed Assets ($)$461,907,000208
Personal trust and agency accounts, managed assets$373,455,000120
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,678,000154
Employee benefit-defined benefit accounts, managed assets$3,413,000275
Other employee benefit and retirement-related accounts, managed assets$44,361,000163
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$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,652,000502
Personal trust and agency accounts, non-managed assets$8,812,000311
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$12,840,000226
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$186,793,000199
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$470,752,000267
Managed Assets ($)$449,156,000215
Personal trust and agency accounts, managed assets$357,327,000129
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,715,000139
Employee benefit-defined benefit accounts, managed assets$3,027,000200
Other employee benefit and retirement-related accounts, managed assets$48,087,000151
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$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,596,000317
Personal trust and agency accounts, non-managed assets$8,946,000214
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$12,650,000162
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$184,685,000188
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$457,296,000272
Managed Assets ($)$436,081,000222
Personal trust and agency accounts, managed assets$345,808,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,676,000139
Employee benefit-defined benefit accounts, managed assets$2,995,000203
Other employee benefit and retirement-related accounts, managed assets$46,602,000154
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$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,215,000328
Personal trust and agency accounts, non-managed assets$8,602,000222
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$12,613,000166
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$189,563,000185
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$499,570,000261
Managed Assets ($)$478,428,000206
Personal trust and agency accounts, managed assets$386,557,000126
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,328,000146
Employee benefit-defined benefit accounts, managed assets$2,961,000206
Other employee benefit and retirement-related accounts, managed assets$47,582,000150
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$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,142,000330
Personal trust and agency accounts, non-managed assets$8,509,000225
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$12,633,000168
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$191,111,000188
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$480,853,000261
Managed Assets ($)$459,921,000209
Personal trust and agency accounts, managed assets$364,036,000134
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,397,000156
Employee benefit-defined benefit accounts, managed assets$2,411,000324
Other employee benefit and retirement-related accounts, managed assets$51,077,000136
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$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,932,000501
Personal trust and agency accounts, non-managed assets$8,286,000321
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$12,646,000226
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$163,308,000206
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$479,693,000256
Managed Assets ($)$425,158,000214
Personal trust and agency accounts, managed assets$330,553,000138
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,910,000149
Employee benefit-defined benefit accounts, managed assets$2,331,000214
Other employee benefit and retirement-related accounts, managed assets$50,364,000134
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$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$54,535,000278
Personal trust and agency accounts, non-managed assets$42,509,000140
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$12,026,000164
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$152,457,000196
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$442,550,000264
Managed Assets ($)$422,048,000216
Personal trust and agency accounts, managed assets$327,310,000137
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$41,126,000148
Employee benefit-defined benefit accounts, managed assets$2,352,000217
Other employee benefit and retirement-related accounts, managed assets$51,260,000128
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$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,502,000333
Personal trust and agency accounts, non-managed assets$8,751,000221
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$11,751,000164
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$150,140,000198
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$437,796,000269
Managed Assets ($)$417,348,000217
Personal trust and agency accounts, managed assets$324,546,000140
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$40,217,000153
Employee benefit-defined benefit accounts, managed assets$2,221,000221
Other employee benefit and retirement-related accounts, managed assets$50,364,000129
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$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,448,000335
Personal trust and agency accounts, non-managed assets$8,822,000224
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$11,626,000169
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$111,901,000233
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$433,237,000269
Managed Assets ($)$412,596,000215
Personal trust and agency accounts, managed assets$315,825,000141
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,147,000166
Employee benefit-defined benefit accounts, managed assets$2,157,000326
Other employee benefit and retirement-related accounts, managed assets$51,467,000128
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$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,641,000501
Personal trust and agency accounts, non-managed assets$8,869,000314
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$11,772,000227
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$112,243,000256
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$415,847,000265
Managed Assets ($)$396,049,000214
Personal trust and agency accounts, managed assets$301,692,000140
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$43,960,000151
Employee benefit-defined benefit accounts, managed assets$2,131,000215
Other employee benefit and retirement-related accounts, managed assets$48,266,000127
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$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,798,000330
Personal trust and agency accounts, non-managed assets$8,451,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,000332
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$11,345,000168
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$111,436,000229
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$416,353,000268
Managed Assets ($)$396,747,000214
Personal trust and agency accounts, managed assets$301,940,000142
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,263,000158
Employee benefit-defined benefit accounts, managed assets$1,474,000224
Other employee benefit and retirement-related accounts, managed assets$51,070,000116
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$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,606,000340
Personal trust and agency accounts, non-managed assets$8,584,000228
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,000341
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$11,019,000172
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$106,277,000234
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$418,995,000272
Managed Assets ($)$399,940,000215
Personal trust and agency accounts, managed assets$304,187,000144
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,702,000155
Employee benefit-defined benefit accounts, managed assets$1,467,000223
Other employee benefit and retirement-related accounts, managed assets$51,584,000110
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$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$19,055,000342
Personal trust and agency accounts, non-managed assets$8,877,000225
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,000345
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$10,175,000184
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$92,209,000251
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$413,322,000285
Managed Assets ($)$394,401,000221
Personal trust and agency accounts, managed assets$299,595,000149
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$42,362,000166
Employee benefit-defined benefit accounts, managed assets$1,471,000345
Other employee benefit and retirement-related accounts, managed assets$50,973,000118
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$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,921,000529
Personal trust and agency accounts, non-managed assets$8,899,000319
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$62,000703
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$9,960,000277
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$96,985,000282
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$409,739,000287
Managed Assets ($)$391,534,000224
Personal trust and agency accounts, managed assets$291,540,000156
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$51,260,000137
Employee benefit-defined benefit accounts, managed assets$1,896,000227
Other employee benefit and retirement-related accounts, managed assets$46,838,000121
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$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$18,205,000353
Personal trust and agency accounts, non-managed assets$8,194,000245
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$10,011,000194
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$97,306,000254
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$408,907,000287
Managed Assets ($)$391,139,000226
Personal trust and agency accounts, managed assets$292,410,000160
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$52,568,000137
Employee benefit-defined benefit accounts, managed assets$875,000238
Other employee benefit and retirement-related accounts, managed assets$45,286,000125
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$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,768,000358
Personal trust and agency accounts, non-managed assets$7,830,000251
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$9,938,000196
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$98,952,000258
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$388,754,000293
Managed Assets ($)$372,179,000232
Personal trust and agency accounts, managed assets$280,990,000163
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,415,000147
Employee benefit-defined benefit accounts, managed assets$843,000243
Other employee benefit and retirement-related accounts, managed assets$42,931,000126
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$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$16,575,000362
Personal trust and agency accounts, non-managed assets$7,151,000264
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$9,424,000196
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$93,211,000265
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$389,580,000295
Managed Assets ($)$372,508,000231
Personal trust and agency accounts, managed assets$280,741,000164
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$47,775,000155
Employee benefit-defined benefit accounts, managed assets$818,000388
Other employee benefit and retirement-related accounts, managed assets$43,174,000131
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$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$17,072,000537
Personal trust and agency accounts, non-managed assets$7,466,000365
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$9,606,000267
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$97,033,000297
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$430,220,000270
Managed Assets ($)$377,430,000226
Personal trust and agency accounts, managed assets$260,601,000168
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$77,628,000121
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$39,201,000137
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$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$52,790,000333
Personal trust and agency accounts, non-managed assets$37,213,000173
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$703,000614
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$14,874,000192
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$99,070,000268
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