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Summit Community Bank, Inc, Total Fiduciary and Related Assets

2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$466,242,000301
Managed Assets ($)$376,405,000295
Personal trust and agency accounts, managed assets$160,564,000256
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,830,000158
Employee benefit-defined benefit accounts, managed assets$0188
Other employee benefit and retirement-related accounts, managed assets$24,800,000311
Corporate trust and agency accounts, managed assets$5,369,00037
Investment management and investment advisory agency accounts, managed assets$56,654,000344
Foundation and endowment trust and agency accounts, managed assets$112,188,000110
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,800,000302
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$89,837,000247
Personal trust and agency accounts, non-managed assets$15,085,000197
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,057,000226
Employee benefit-defined benefit accounts, non-managed Assets$0121
Other retirement accounts, non-managed assets$1,386,000304
Corporate trust and agency accounts, non-managed assets$647,00084
Investment management and advisory agency accounts, non-managed assets$67,955,00053
Foundation and endowment trust and agency accounts, non-managed assets$1,707,000106
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$0397
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,386,000327
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$514,377,000278
Managed Assets ($)$417,984,000271
Personal trust and agency accounts, managed assets$243,033,000207
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,756,000143
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$28,264,000266
Corporate trust and agency accounts, managed assets$5,445,00031
Investment management and investment advisory agency accounts, managed assets$168,000327
Foundation and endowment trust and agency accounts, managed assets$122,318,000111
Other fiduciary accounts, managed assets$0100
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$28,264,000258
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$96,393,000224
Personal trust and agency accounts, non-managed assets$88,930,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,168,000204
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$1,482,000258
Corporate trust and agency accounts, non-managed assets$975,00072
Investment management and advisory agency accounts, non-managed assets$0187
Foundation and endowment trust and agency accounts, non-managed assets$1,838,00097
Other fiduciary accounts, non-managed assets$087
Memoranda
Custody and safekeeping accounts, non-managed assets$0334
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,482,000278
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$532,521,000307
Managed Assets ($)$436,125,000295
Personal trust and agency accounts, managed assets$257,037,000216
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,971,000173
Employee benefit-defined benefit accounts, managed assets$0237
Other employee benefit and retirement-related accounts, managed assets$29,773,000340
Corporate trust and agency accounts, managed assets$5,548,00055
Investment management and investment advisory agency accounts, managed assets$175,000609
Foundation and endowment trust and agency accounts, managed assets$123,621,000115
Other fiduciary accounts, managed assets$0216
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$29,773,000326
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$96,396,000264
Personal trust and agency accounts, non-managed assets$85,063,000123
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,066,000291
Employee benefit-defined benefit accounts, non-managed Assets$0142
Other retirement accounts, non-managed assets$1,567,000465
Corporate trust and agency accounts, non-managed assets$588,000122
Investment management and advisory agency accounts, non-managed assets$0338
Foundation and endowment trust and agency accounts, non-managed assets$6,112,00082
Other fiduciary accounts, non-managed assets$0161
Memoranda
Custody and safekeeping accounts, non-managed assets$0635
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,567,000527
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$485,583,000282
Managed Assets ($)$397,305,000273
Personal trust and agency accounts, managed assets$225,007,000213
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$19,164,000147
Employee benefit-defined benefit accounts, managed assets$0174
Other employee benefit and retirement-related accounts, managed assets$29,149,000265
Corporate trust and agency accounts, managed assets$5,569,00033
Investment management and investment advisory agency accounts, managed assets$166,000311
Foundation and endowment trust and agency accounts, managed assets$118,250,000113
Other fiduciary accounts, managed assets$094
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$29,149,000258
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$88,278,000225
Personal trust and agency accounts, non-managed assets$80,111,000108
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,096,000205
Employee benefit-defined benefit accounts, non-managed Assets$0116
Other retirement accounts, non-managed assets$1,509,000252
Corporate trust and agency accounts, non-managed assets$822,00077
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$2,740,00085
Other fiduciary accounts, non-managed assets$086
Memoranda
Custody and safekeeping accounts, non-managed assets$0318
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,509,000274
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$472,436,000309
Managed Assets ($)$387,661,000297
Personal trust and agency accounts, managed assets$211,967,000232
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$21,835,000154
Employee benefit-defined benefit accounts, managed assets$0191
Other employee benefit and retirement-related accounts, managed assets$29,018,000306
Corporate trust and agency accounts, managed assets$5,573,00035
Investment management and investment advisory agency accounts, managed assets$162,000373
Foundation and endowment trust and agency accounts, managed assets$119,106,000117
Other fiduciary accounts, managed assets$0110
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$29,018,000298
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$84,775,000261
Personal trust and agency accounts, non-managed assets$76,950,000117
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,122,000234
Employee benefit-defined benefit accounts, non-managed Assets$0125
Other retirement accounts, non-managed assets$1,474,000293
Corporate trust and agency accounts, non-managed assets$971,00088
Investment management and advisory agency accounts, non-managed assets$0215
Foundation and endowment trust and agency accounts, non-managed assets$2,258,00094
Other fiduciary accounts, non-managed assets$094
Memoranda
Custody and safekeeping accounts, non-managed assets$0375
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,474,000322
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$460,991,000285
Managed Assets ($)$368,054,000277
Personal trust and agency accounts, managed assets$198,210,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,838,000147
Employee benefit-defined benefit accounts, managed assets$0176
Other employee benefit and retirement-related accounts, managed assets$27,437,000270
Corporate trust and agency accounts, managed assets$5,572,00030
Investment management and investment advisory agency accounts, managed assets$150,000314
Foundation and endowment trust and agency accounts, managed assets$115,847,000112
Other fiduciary accounts, managed assets$095
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$27,437,000262
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$92,937,000224
Personal trust and agency accounts, non-managed assets$85,184,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,346,000204
Employee benefit-defined benefit accounts, non-managed Assets$0118
Other retirement accounts, non-managed assets$1,422,000254
Corporate trust and agency accounts, non-managed assets$782,00077
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$2,203,00087
Other fiduciary accounts, non-managed assets$081
Memoranda
Custody and safekeeping accounts, non-managed assets$164,000317
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,422,000278
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$440,231,000316
Managed Assets ($)$352,975,000305
Personal trust and agency accounts, managed assets$187,260,000245
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$20,136,000176
Employee benefit-defined benefit accounts, managed assets$0245
Other employee benefit and retirement-related accounts, managed assets$26,890,000338
Corporate trust and agency accounts, managed assets$5,574,00055
Investment management and investment advisory agency accounts, managed assets$143,000626
Foundation and endowment trust and agency accounts, managed assets$112,972,000110
Other fiduciary accounts, managed assets$0209
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,890,000326
Investments of managed fiduciary accts in advised or sponsored mutual funds$044
Non-managed Assets ($)$87,256,000271
Personal trust and agency accounts, non-managed assets$80,271,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,334,000297
Employee benefit-defined benefit accounts, non-managed Assets$0148
Other retirement accounts, non-managed assets$1,345,000474
Corporate trust and agency accounts, non-managed assets$254,000152
Investment management and advisory agency accounts, non-managed assets$0352
Foundation and endowment trust and agency accounts, non-managed assets$2,052,000116
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$234,000614
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,345,000540
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$400,907,000288
Managed Assets ($)$322,735,000279
Personal trust and agency accounts, managed assets$171,561,000222
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,678,000145
Employee benefit-defined benefit accounts, managed assets$0178
Other employee benefit and retirement-related accounts, managed assets$24,739,000268
Corporate trust and agency accounts, managed assets$5,772,00031
Investment management and investment advisory agency accounts, managed assets$133,000316
Foundation and endowment trust and agency accounts, managed assets$101,852,000111
Other fiduciary accounts, managed assets$099
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,739,000259
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$78,172,000226
Personal trust and agency accounts, non-managed assets$71,968,000107
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,009,000204
Employee benefit-defined benefit accounts, non-managed Assets$0122
Other retirement accounts, non-managed assets$904,000264
Corporate trust and agency accounts, non-managed assets$433,00082
Investment management and advisory agency accounts, non-managed assets$0192
Foundation and endowment trust and agency accounts, non-managed assets$1,858,00097
Other fiduciary accounts, non-managed assets$080
Memoranda
Custody and safekeeping accounts, non-managed assets$86,000317
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$904,000284
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$392,983,000317
Managed Assets ($)$315,094,000305
Personal trust and agency accounts, managed assets$167,270,000237
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$18,218,000164
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$24,013,000304
Corporate trust and agency accounts, managed assets$5,756,00034
Investment management and investment advisory agency accounts, managed assets$125,000370
Foundation and endowment trust and agency accounts, managed assets$99,712,000113
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,013,000294
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$77,889,000253
Personal trust and agency accounts, non-managed assets$71,825,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,977,000233
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$910,000303
Corporate trust and agency accounts, non-managed assets$330,00095
Investment management and advisory agency accounts, non-managed assets$0226
Foundation and endowment trust and agency accounts, non-managed assets$1,847,000104
Other fiduciary accounts, non-managed assets$093
Memoranda
Custody and safekeeping accounts, non-managed assets$121,000367
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$910,000327
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$358,903,000290
Managed Assets ($)$287,154,000277
Personal trust and agency accounts, managed assets$154,614,000218
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,587,000151
Employee benefit-defined benefit accounts, managed assets$0179
Other employee benefit and retirement-related accounts, managed assets$21,111,000270
Corporate trust and agency accounts, managed assets$5,643,00033
Investment management and investment advisory agency accounts, managed assets$103,000319
Foundation and endowment trust and agency accounts, managed assets$89,096,000112
Other fiduciary accounts, managed assets$0108
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$21,111,000262
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$71,749,000224
Personal trust and agency accounts, non-managed assets$66,434,000104
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,351,000208
Employee benefit-defined benefit accounts, non-managed Assets$0126
Other retirement accounts, non-managed assets$858,000264
Corporate trust and agency accounts, non-managed assets$408,00087
Investment management and advisory agency accounts, non-managed assets$0191
Foundation and endowment trust and agency accounts, non-managed assets$1,698,000100
Other fiduciary accounts, non-managed assets$088
Memoranda
Custody and safekeeping accounts, non-managed assets$83,000321
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$858,000286
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$415,977,000314
Managed Assets ($)$332,738,000303
Personal trust and agency accounts, managed assets$178,410,000240
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$17,629,000182
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$24,240,000344
Corporate trust and agency accounts, managed assets$5,586,00058
Investment management and investment advisory agency accounts, managed assets$120,000645
Foundation and endowment trust and agency accounts, managed assets$106,753,000104
Other fiduciary accounts, managed assets$0218
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$24,240,000325
Investments of managed fiduciary accts in advised or sponsored mutual funds$049
Non-managed Assets ($)$83,239,000265
Personal trust and agency accounts, non-managed assets$75,487,000113
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,188,000302
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$911,000512
Corporate trust and agency accounts, non-managed assets$548,000138
Investment management and advisory agency accounts, non-managed assets$0361
Foundation and endowment trust and agency accounts, non-managed assets$2,105,000120
Other fiduciary accounts, non-managed assets$0165
Memoranda
Custody and safekeeping accounts, non-managed assets$135,000628
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$911,000580
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$396,964,000295
Managed Assets ($)$317,703,000284
Personal trust and agency accounts, managed assets$170,479,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,620,000153
Employee benefit-defined benefit accounts, managed assets$0183
Other employee benefit and retirement-related accounts, managed assets$22,912,000274
Corporate trust and agency accounts, managed assets$5,345,00035
Investment management and investment advisory agency accounts, managed assets$117,000325
Foundation and endowment trust and agency accounts, managed assets$102,230,000106
Other fiduciary accounts, managed assets$0109
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$22,912,000264
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$79,261,000237
Personal trust and agency accounts, non-managed assets$71,203,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,007,000206
Employee benefit-defined benefit accounts, non-managed Assets$0124
Other retirement accounts, non-managed assets$1,205,000267
Corporate trust and agency accounts, non-managed assets$804,00081
Investment management and advisory agency accounts, non-managed assets$0188
Foundation and endowment trust and agency accounts, non-managed assets$2,042,00099
Other fiduciary accounts, non-managed assets$089
Memoranda
Custody and safekeeping accounts, non-managed assets$139,000324
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$1,205,000287
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$434,146,000299
Managed Assets ($)$352,327,000292
Personal trust and agency accounts, managed assets$201,511,000213
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$16,468,000162
Employee benefit-defined benefit accounts, managed assets$0196
Other employee benefit and retirement-related accounts, managed assets$26,026,000293
Corporate trust and agency accounts, managed assets$5,258,00038
Investment management and investment advisory agency accounts, managed assets$262,000362
Foundation and endowment trust and agency accounts, managed assets$102,802,000103
Other fiduciary accounts, managed assets$0122
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,026,000282
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$81,819,000254
Personal trust and agency accounts, non-managed assets$73,203,000111
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,961,000227
Employee benefit-defined benefit accounts, non-managed Assets$0132
Other retirement accounts, non-managed assets$2,117,000271
Corporate trust and agency accounts, non-managed assets$446,00094
Investment management and advisory agency accounts, non-managed assets$0207
Foundation and endowment trust and agency accounts, non-managed assets$2,092,000101
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$187,000359
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$2,117,000295
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$431,291,000300
Managed Assets ($)$347,252,000294
Personal trust and agency accounts, managed assets$200,349,000211
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,057,000164
Employee benefit-defined benefit accounts, managed assets$0197
Other employee benefit and retirement-related accounts, managed assets$25,362,000294
Corporate trust and agency accounts, managed assets$5,197,00037
Investment management and investment advisory agency accounts, managed assets$263,000365
Foundation and endowment trust and agency accounts, managed assets$101,024,000100
Other fiduciary accounts, managed assets$0130
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$25,362,000286
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$84,039,000254
Personal trust and agency accounts, non-managed assets$73,561,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,983,000230
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$3,977,000238
Corporate trust and agency accounts, non-managed assets$374,00092
Investment management and advisory agency accounts, non-managed assets$0212
Foundation and endowment trust and agency accounts, non-managed assets$2,144,000100
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$128,000364
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,977,000264
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$393,203,000307
Managed Assets ($)$316,483,000299
Personal trust and agency accounts, managed assets$180,787,000219
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$14,288,000191
Employee benefit-defined benefit accounts, managed assets$0267
Other employee benefit and retirement-related accounts, managed assets$23,569,000326
Corporate trust and agency accounts, managed assets$5,123,00057
Investment management and investment advisory agency accounts, managed assets$235,000653
Foundation and endowment trust and agency accounts, managed assets$92,481,000100
Other fiduciary accounts, managed assets$0224
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$23,569,000313
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$76,720,000269
Personal trust and agency accounts, non-managed assets$66,238,000115
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,484,000300
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$3,631,000371
Corporate trust and agency accounts, non-managed assets$403,000148
Investment management and advisory agency accounts, non-managed assets$0357
Foundation and endowment trust and agency accounts, non-managed assets$1,964,000121
Other fiduciary accounts, non-managed assets$0166
Memoranda
Custody and safekeeping accounts, non-managed assets$150,000650
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,631,000431
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$431,667,000302
Managed Assets ($)$346,495,000298
Personal trust and agency accounts, managed assets$196,966,000214
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$15,281,000168
Employee benefit-defined benefit accounts, managed assets$0200
Other employee benefit and retirement-related accounts, managed assets$27,052,000291
Corporate trust and agency accounts, managed assets$5,087,00038
Investment management and investment advisory agency accounts, managed assets$268,000368
Foundation and endowment trust and agency accounts, managed assets$101,841,000101
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$27,052,000282
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$85,172,000255
Personal trust and agency accounts, non-managed assets$73,247,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,589,000229
Employee benefit-defined benefit accounts, non-managed Assets$0134
Other retirement accounts, non-managed assets$3,940,000241
Corporate trust and agency accounts, non-managed assets$1,198,00088
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$2,198,000103
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$389,000365
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,940,000267
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$431,549,000301
Managed Assets ($)$350,290,000293
Personal trust and agency accounts, managed assets$194,249,000217
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$25,070,000143
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$26,398,000291
Corporate trust and agency accounts, managed assets$5,041,00037
Investment management and investment advisory agency accounts, managed assets$256,000370
Foundation and endowment trust and agency accounts, managed assets$99,276,000102
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,398,000283
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$81,259,000256
Personal trust and agency accounts, non-managed assets$70,320,000109
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,398,000231
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$3,826,000239
Corporate trust and agency accounts, non-managed assets$519,00097
Investment management and advisory agency accounts, non-managed assets$0217
Foundation and endowment trust and agency accounts, non-managed assets$2,196,000105
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$317,000367
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,826,000267
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$427,952,000306
Managed Assets ($)$351,102,000292
Personal trust and agency accounts, managed assets$195,236,000213
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,444,000148
Employee benefit-defined benefit accounts, managed assets$0204
Other employee benefit and retirement-related accounts, managed assets$26,436,000290
Corporate trust and agency accounts, managed assets$5,025,00040
Investment management and investment advisory agency accounts, managed assets$249,000369
Foundation and endowment trust and agency accounts, managed assets$99,712,000102
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,436,000279
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$76,850,000258
Personal trust and agency accounts, non-managed assets$66,063,000112
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,362,000234
Employee benefit-defined benefit accounts, non-managed Assets$0135
Other retirement accounts, non-managed assets$3,779,000245
Corporate trust and agency accounts, non-managed assets$478,00099
Investment management and advisory agency accounts, non-managed assets$0216
Foundation and endowment trust and agency accounts, non-managed assets$2,168,000103
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$350,000371
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,779,000270
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$420,825,000313
Managed Assets ($)$342,991,000298
Personal trust and agency accounts, managed assets$184,686,000223
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,384,000158
Employee benefit-defined benefit accounts, managed assets$0275
Other employee benefit and retirement-related accounts, managed assets$26,824,000319
Corporate trust and agency accounts, managed assets$5,017,00062
Investment management and investment advisory agency accounts, managed assets$245,000669
Foundation and endowment trust and agency accounts, managed assets$101,835,000103
Other fiduciary accounts, managed assets$0221
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,821,000304
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$77,834,000272
Personal trust and agency accounts, non-managed assets$67,149,000116
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,220,000315
Employee benefit-defined benefit accounts, non-managed Assets$0163
Other retirement accounts, non-managed assets$3,788,000381
Corporate trust and agency accounts, non-managed assets$385,000161
Investment management and advisory agency accounts, non-managed assets$0369
Foundation and endowment trust and agency accounts, non-managed assets$2,292,000120
Other fiduciary accounts, non-managed assets$0176
Memoranda
Custody and safekeeping accounts, non-managed assets$268,000645
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,788,000441
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$409,202,000311
Managed Assets ($)$334,624,000297
Personal trust and agency accounts, managed assets$178,528,000226
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$24,494,000147
Employee benefit-defined benefit accounts, managed assets$0206
Other employee benefit and retirement-related accounts, managed assets$26,195,000287
Corporate trust and agency accounts, managed assets$5,022,00042
Investment management and investment advisory agency accounts, managed assets$237,000365
Foundation and endowment trust and agency accounts, managed assets$100,148,00099
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$26,195,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$74,578,000253
Personal trust and agency accounts, non-managed assets$64,016,000110
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,217,000231
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$3,806,000234
Corporate trust and agency accounts, non-managed assets$353,000100
Investment management and advisory agency accounts, non-managed assets$0210
Foundation and endowment trust and agency accounts, non-managed assets$2,186,000105
Other fiduciary accounts, non-managed assets$099
Memoranda
Custody and safekeeping accounts, non-managed assets$440,000366
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,806,000265
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$403,924,000311
Managed Assets ($)$323,125,000298
Personal trust and agency accounts, managed assets$170,203,000226
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$23,727,000146
Employee benefit-defined benefit accounts, managed assets$0205
Other employee benefit and retirement-related accounts, managed assets$25,714,000288
Corporate trust and agency accounts, managed assets$4,984,00042
Investment management and investment advisory agency accounts, managed assets$222,000368
Foundation and endowment trust and agency accounts, managed assets$98,275,000101
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$25,714,000275
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$80,799,000242
Personal trust and agency accounts, non-managed assets$70,974,000105
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,108,000238
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$3,710,000235
Corporate trust and agency accounts, non-managed assets$214,000103
Investment management and advisory agency accounts, non-managed assets$0211
Foundation and endowment trust and agency accounts, non-managed assets$1,793,000110
Other fiduciary accounts, non-managed assets$097
Memoranda
Custody and safekeeping accounts, non-managed assets$467,000367
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$3,710,000266
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0406
Managed Assets ($)$0396
Personal trust and agency accounts, managed assets$0392
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0207
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assets$0310
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0358
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0388
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$0273
Employee benefit-defined benefit accounts, non-managed Assets$0129
Other retirement accounts, non-managed assets$0329
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$0381
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0351
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,0001,227
Managed Assets ($)$33,0001,159
Personal trust and agency accounts, managed assets$33,0001,136
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0455
Employee benefit-defined benefit accounts, managed assets$0280
Other employee benefit and retirement-related accounts, managed assets$0673
Corporate trust and agency accounts, managed assets$0178
Investment management and investment advisory agency accounts, managed assets$0705
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0214
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0608
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$0989
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$0433
Employee benefit-defined benefit accounts, non-managed Assets$0166
Other retirement accounts, non-managed assets$0684
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$0726
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0706
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Personal trust and agency accounts, managed assets$0398
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0301
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0376
Foundation and endowment trust and agency accounts, managed assets$0299
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0356
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0397
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$0276
Employee benefit-defined benefit accounts, non-managed Assets$0137
Other retirement accounts, non-managed assets$0332
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$0382
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0347
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Personal trust and agency accounts, managed assets$0403
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0378
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0378
Foundation and endowment trust and agency accounts, managed assets$0301
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0361
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0403
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$0280
Employee benefit-defined benefit accounts, non-managed Assets$0138
Other retirement accounts, non-managed assets$0336
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$0385
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0351
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Personal trust and agency accounts, managed assets$0404
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0307
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0380
Corporate trust and agency accounts, managed assets$085
Investment management and investment advisory agency accounts, managed assets$0377
Foundation and endowment trust and agency accounts, managed assets$0299
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0361
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0403
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$0282
Employee benefit-defined benefit accounts, non-managed Assets$0136
Other retirement accounts, non-managed assets$0336
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$0385
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0348
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,259
Managed Assets ($)$34,0001,191
Personal trust and agency accounts, managed assets$34,0001,170
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0474
Employee benefit-defined benefit accounts, managed assets$0298
Other employee benefit and retirement-related accounts, managed assets$0685
Corporate trust and agency accounts, managed assets$0186
Investment management and investment advisory agency accounts, managed assets$0725
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0235
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0619
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$01,021
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$0461
Employee benefit-defined benefit accounts, non-managed Assets$0174
Other retirement accounts, non-managed assets$0700
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$0743
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0728
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Personal trust and agency accounts, managed assets$0397
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0374
Foundation and endowment trust and agency accounts, managed assets$0296
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0355
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0397
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$0284
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$0330
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$0383
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Personal trust and agency accounts, managed assets$0400
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0310
Employee benefit-defined benefit accounts, managed assets$0218
Other employee benefit and retirement-related accounts, managed assets$0378
Corporate trust and agency accounts, managed assets$088
Investment management and investment advisory agency accounts, managed assets$0377
Foundation and endowment trust and agency accounts, managed assets$0295
Other fiduciary accounts, managed assets$0132
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0351
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0401
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$0289
Employee benefit-defined benefit accounts, non-managed Assets$0140
Other retirement accounts, non-managed assets$0332
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$0389
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0344
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Personal trust and agency accounts, managed assets$0399
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0308
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$0292
Other fiduciary accounts, managed assets$0127
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0349
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0402
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$0287
Employee benefit-defined benefit accounts, non-managed Assets$0139
Other retirement accounts, non-managed assets$0335
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$0386
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0346
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,317
Managed Assets ($)$34,0001,239
Personal trust and agency accounts, managed assets$34,0001,215
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0486
Employee benefit-defined benefit accounts, managed assets$0307
Other employee benefit and retirement-related accounts, managed assets$0701
Corporate trust and agency accounts, managed assets$0189
Investment management and investment advisory agency accounts, managed assets$0749
Foundation and endowment trust and agency accounts, managed assets$0494
Other fiduciary accounts, managed assets$0232
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0629
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$01,074
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$0494
Employee benefit-defined benefit accounts, non-managed Assets$0180
Other retirement accounts, non-managed assets$0732
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$0767
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0750
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Personal trust and agency accounts, managed assets$0399
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0224
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$0293
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0350
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0400
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$0292
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0336
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$0384
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0343
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Personal trust and agency accounts, managed assets$0401
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0311
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0377
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0375
Foundation and endowment trust and agency accounts, managed assets$0291
Other fiduciary accounts, managed assets$0123
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0350
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0402
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$0295
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0337
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$0385
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0343
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Personal trust and agency accounts, managed assets$0407
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0314
Employee benefit-defined benefit accounts, managed assets$0228
Other employee benefit and retirement-related accounts, managed assets$0381
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assets$0290
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0356
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0406
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$0298
Employee benefit-defined benefit accounts, non-managed Assets$0144
Other retirement accounts, non-managed assets$0341
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$0388
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0345
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,356
Managed Assets ($)$34,0001,277
Personal trust and agency accounts, managed assets$34,0001,255
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0514
Employee benefit-defined benefit accounts, managed assets$0318
Other employee benefit and retirement-related accounts, managed assets$0717
Corporate trust and agency accounts, managed assets$0203
Investment management and investment advisory agency accounts, managed assets$0760
Foundation and endowment trust and agency accounts, managed assets$0488
Other fiduciary accounts, managed assets$0236
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0634
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$01,098
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$0514
Employee benefit-defined benefit accounts, non-managed Assets$0186
Other retirement accounts, non-managed assets$0759
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$0782
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0768
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0389
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0302
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0360
Corporate trust and agency accounts, managed assets$089
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0336
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0388
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$0293
Employee benefit-defined benefit accounts, non-managed Assets$0141
Other retirement accounts, non-managed assets$0323
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$0369
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0392
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0365
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assets$0274
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0389
Personal trust and agency accounts, non-managed assets$0328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0293
Employee benefit-defined benefit accounts, non-managed Assets$0143
Other retirement accounts, non-managed assets$0326
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$0371
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0331
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Personal trust and agency accounts, managed assets$0395
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0219
Other employee benefit and retirement-related accounts, managed assets$0367
Corporate trust and agency accounts, managed assets$091
Investment management and investment advisory agency accounts, managed assets$0363
Foundation and endowment trust and agency accounts, managed assets$0276
Other fiduciary accounts, managed assets$0115
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0334
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
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$0323
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$0374
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0334
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,386
Managed Assets ($)$34,0001,306
Personal trust and agency accounts, managed assets$34,0001,286
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0530
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$0725
Corporate trust and agency accounts, managed assets$0218
Investment management and investment advisory agency accounts, managed assets$0771
Foundation and endowment trust and agency accounts, managed assets$0479
Other fiduciary accounts, managed assets$0239
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0633
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$01,126
Personal trust and agency accounts, non-managed assets$0842
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0547
Employee benefit-defined benefit accounts, non-managed Assets$0199
Other retirement accounts, non-managed assets$0765
Corporate trust and agency accounts, non-managed assets$0269
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$0216
Other fiduciary accounts, non-managed assets$0202
Memoranda
Custody and safekeeping accounts, non-managed assets$0802
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0776
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0293
Employee benefit-defined benefit accounts, managed assets$0212
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$086
Investment management and investment advisory agency accounts, managed assets$0344
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0318
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0370
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$0289
Employee benefit-defined benefit accounts, non-managed Assets$0147
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0126
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$0148
Other fiduciary accounts, non-managed assets$096
Memoranda
Custody and safekeeping accounts, non-managed assets$0356
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Personal trust and agency accounts, managed assets$0380
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0214
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$083
Investment management and investment advisory agency accounts, managed assets$0348
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0319
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0372
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$0288
Employee benefit-defined benefit accounts, non-managed Assets$0145
Other retirement accounts, non-managed assets$0321
Corporate trust and agency accounts, non-managed assets$0132
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$0146
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0323
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Personal trust and agency accounts, managed assets$0381
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0213
Other employee benefit and retirement-related accounts, managed assets$0351
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0346
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0318
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0371
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$0286
Employee benefit-defined benefit accounts, non-managed Assets$0149
Other retirement accounts, non-managed assets$0318
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$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,435
Managed Assets ($)$34,0001,349
Personal trust and agency accounts, managed assets$34,0001,319
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0547
Employee benefit-defined benefit accounts, managed assets$0330
Other employee benefit and retirement-related accounts, managed assets$0748
Corporate trust and agency accounts, managed assets$0222
Investment management and investment advisory agency accounts, managed assets$0786
Foundation and endowment trust and agency accounts, managed assets$0471
Other fiduciary accounts, managed assets$0230
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0652
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$01,160
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$0559
Employee benefit-defined benefit accounts, non-managed Assets$0200
Other retirement accounts, non-managed assets$0778
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$0826
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0786
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0394
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0292
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0352
Corporate trust and agency accounts, managed assets$087
Investment management and investment advisory agency accounts, managed assets$0358
Foundation and endowment trust and agency accounts, managed assets$0263
Other fiduciary accounts, managed assets$0105
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0320
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0393
Personal trust and agency accounts, non-managed assets$0323
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$0140
Other fiduciary accounts, non-managed assets$0101
Memoranda
Custody and safekeeping accounts, non-managed assets$0369
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0320
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Personal trust and agency accounts, managed assets$0400
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0297
Employee benefit-defined benefit accounts, managed assets$0223
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assets$0261
Other fiduciary accounts, managed assets$0111
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0322
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0398
Personal trust and agency accounts, non-managed assets$0327
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0325
Corporate trust and agency accounts, non-managed assets$0141
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$0137
Other fiduciary accounts, non-managed assets$0103
Memoranda
Custody and safekeeping accounts, non-managed assets$0372
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0322
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Personal trust and agency accounts, managed assets$0405
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0305
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$094
Investment management and investment advisory agency accounts, managed assets$0368
Foundation and endowment trust and agency accounts, managed assets$0265
Other fiduciary accounts, managed assets$0113
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0324
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0403
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0294
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0146
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$0134
Other fiduciary accounts, non-managed assets$0105
Memoranda
Custody and safekeeping accounts, non-managed assets$0376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0324
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,505
Managed Assets ($)$34,0001,410
Personal trust and agency accounts, managed assets$34,0001,378
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0583
Employee benefit-defined benefit accounts, managed assets$0356
Other employee benefit and retirement-related accounts, managed assets$0767
Corporate trust and agency accounts, managed assets$0242
Investment management and investment advisory agency accounts, managed assets$0825
Foundation and endowment trust and agency accounts, managed assets$0473
Other fiduciary accounts, managed assets$0255
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$01,212
Personal trust and agency accounts, non-managed assets$0894
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0577
Employee benefit-defined benefit accounts, non-managed Assets$0217
Other retirement accounts, non-managed assets$0797
Corporate trust and agency accounts, non-managed assets$0324
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$0196
Other fiduciary accounts, non-managed assets$0232
Memoranda
Custody and safekeeping accounts, non-managed assets$0865
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0793
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Personal trust and agency accounts, managed assets$0387
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0296
Employee benefit-defined benefit accounts, managed assets$0231
Other employee benefit and retirement-related accounts, managed assets$0349
Corporate trust and agency accounts, managed assets$092
Investment management and investment advisory agency accounts, managed assets$0354
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0117
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0312
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0389
Personal trust and agency accounts, non-managed assets$0328
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0151
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$0135
Other fiduciary accounts, non-managed assets$0108
Memoranda
Custody and safekeeping accounts, non-managed assets$0370
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0306
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Personal trust and agency accounts, managed assets$0384
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0299
Employee benefit-defined benefit accounts, managed assets$0229
Other employee benefit and retirement-related accounts, managed assets$0350
Corporate trust and agency accounts, managed assets$093
Investment management and investment advisory agency accounts, managed assets$0356
Foundation and endowment trust and agency accounts, managed assets$0262
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0306
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0331
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0158
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$0132
Other fiduciary accounts, non-managed assets$0110
Memoranda
Custody and safekeeping accounts, non-managed assets$0370
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Personal trust and agency accounts, managed assets$0388
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0303
Employee benefit-defined benefit accounts, managed assets$0230
Other employee benefit and retirement-related accounts, managed assets$0355
Corporate trust and agency accounts, managed assets$090
Investment management and investment advisory agency accounts, managed assets$0359
Foundation and endowment trust and agency accounts, managed assets$0259
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0310
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0399
Personal trust and agency accounts, non-managed assets$0339
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0299
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0313
Corporate trust and agency accounts, non-managed assets$0159
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$0133
Other fiduciary accounts, non-managed assets$0113
Memoranda
Custody and safekeeping accounts, non-managed assets$0376
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,0001,560
Managed Assets ($)$33,0001,462
Personal trust and agency accounts, managed assets$33,0001,418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0604
Employee benefit-defined benefit accounts, managed assets$0372
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0245
Investment management and investment advisory agency accounts, managed assets$0835
Foundation and endowment trust and agency accounts, managed assets$0453
Other fiduciary accounts, managed assets$0258
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assets$0654
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$01,242
Personal trust and agency accounts, non-managed assets$0920
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0594
Employee benefit-defined benefit accounts, non-managed Assets$0224
Other retirement accounts, non-managed assets$0806
Corporate trust and agency accounts, non-managed assets$0345
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$0190
Other fiduciary accounts, non-managed assets$0221
Memoranda
Custody and safekeeping accounts, non-managed assets$0878
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managed$0794
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Personal trust and agency accounts, managed assets$0376
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0294
Employee benefit-defined benefit accounts, managed assets$0220
Other employee benefit and retirement-related accounts, managed assets$0342
Corporate trust and agency accounts, managed assets$096
Investment management and investment advisory agency accounts, managed assets$0353
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0116
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0385
Personal trust and agency accounts, non-managed assets$0330
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0288
Employee benefit-defined benefit accounts, non-managed Assets$0155
Other retirement accounts, non-managed assets$0306
Corporate trust and agency accounts, non-managed assets$0157
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0116
Memoranda
Custody and safekeeping accounts, non-managed assets$0361
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Personal trust and agency accounts, managed assets$0383
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0304
Employee benefit-defined benefit accounts, managed assets$0225
Other employee benefit and retirement-related accounts, managed assets$0346
Corporate trust and agency accounts, managed assets$099
Investment management and investment advisory agency accounts, managed assets$0360
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0114
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0391
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0295
Employee benefit-defined benefit accounts, non-managed Assets$0154
Other retirement accounts, non-managed assets$0311
Corporate trust and agency accounts, non-managed assets$0161
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0115
Memoranda
Custody and safekeeping accounts, non-managed assets$0373
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Personal trust and agency accounts, managed assets$0385
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0306
Employee benefit-defined benefit accounts, managed assets$0226
Other employee benefit and retirement-related accounts, managed assets$0348
Corporate trust and agency accounts, managed assets$098
Investment management and investment advisory agency accounts, managed assets$0362
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0392
Personal trust and agency accounts, non-managed assets$0334
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0296
Employee benefit-defined benefit accounts, non-managed Assets$0153
Other retirement accounts, non-managed assets$0312
Corporate trust and agency accounts, non-managed assets$0160
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0377
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$33,0001,599
Managed Assets ($)$33,0001,499
Personal trust and agency accounts, managed assets$33,0001,451
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0632
Employee benefit-defined benefit accounts, managed assets$0370
Other employee benefit and retirement-related accounts, managed assets$0777
Corporate trust and agency accounts, managed assets$0260
Investment management and investment advisory agency accounts, managed assets$0851
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0281
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,241
Personal trust and agency accounts, non-managed assets$0946
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0603
Employee benefit-defined benefit accounts, non-managed Assets$0233
Other retirement accounts, non-managed assets$0811
Corporate trust and agency accounts, non-managed assets$0351
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0874
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0321
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0375
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0390
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0420
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0313
Employee benefit-defined benefit accounts, non-managed Assets$0162
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0171
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0240
Other employee benefit and retirement-related accounts, managed assets$0381
Corporate trust and agency accounts, managed assets$0104
Investment management and investment advisory agency accounts, managed assets$0394
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0426
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0320
Employee benefit-defined benefit accounts, non-managed Assets$0167
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0173
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0134
Memoranda
Custody and safekeeping accounts, non-managed assets$0400
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0327
Employee benefit-defined benefit accounts, managed assets$0239
Other employee benefit and retirement-related accounts, managed assets$0388
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0400
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0362
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0327
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0341
Corporate trust and agency accounts, non-managed assets$0174
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0407
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$34,0001,661
Managed Assets ($)$34,0001,554
Personal trust and agency accounts, managed assets$34,0001,508
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0666
Employee benefit-defined benefit accounts, managed assets$0395
Other employee benefit and retirement-related accounts, managed assets$0790
Corporate trust and agency accounts, managed assets$0269
Investment management and investment advisory agency accounts, managed assets$0880
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0297
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,291
Personal trust and agency accounts, non-managed assets$0969
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0633
Employee benefit-defined benefit accounts, non-managed Assets$0243
Other retirement accounts, non-managed assets$0860
Corporate trust and agency accounts, non-managed assets$0364
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0258
Memoranda
Custody and safekeeping accounts, non-managed assets$0908
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Personal trust and agency accounts, managed assets$0406
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0317
Employee benefit-defined benefit accounts, managed assets$0234
Other employee benefit and retirement-related accounts, managed assets$0368
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0416
Personal trust and agency accounts, non-managed assets$0344
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0169
Other retirement accounts, non-managed assets$0332
Corporate trust and agency accounts, non-managed assets$0183
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0392
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0414
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0323
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0105
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0124
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0353
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0172
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0186
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0124
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Personal trust and agency accounts, managed assets$0415
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0324
Employee benefit-defined benefit accounts, managed assets$0244
Other employee benefit and retirement-related accounts, managed assets$0374
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0386
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0119
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0424
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0173
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0184
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0120
Memoranda
Custody and safekeeping accounts, non-managed assets$0401
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$91,0001,684
Managed Assets ($)$91,0001,574
Personal trust and agency accounts, managed assets$91,0001,521
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0706
Employee benefit-defined benefit accounts, managed assets$0424
Other employee benefit and retirement-related accounts, managed assets$0788
Corporate trust and agency accounts, managed assets$0276
Investment management and investment advisory agency accounts, managed assets$0891
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0286
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,321
Personal trust and agency accounts, non-managed assets$0983
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0653
Employee benefit-defined benefit accounts, non-managed Assets$0258
Other retirement accounts, non-managed assets$0853
Corporate trust and agency accounts, non-managed assets$0383
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0257
Memoranda
Custody and safekeeping accounts, non-managed assets$0947
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Personal trust and agency accounts, managed assets$0398
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0320
Employee benefit-defined benefit accounts, managed assets$0242
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0100
Investment management and investment advisory agency accounts, managed assets$0365
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0121
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0408
Personal trust and agency accounts, non-managed assets$0336
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0322
Employee benefit-defined benefit accounts, non-managed Assets$0175
Other retirement accounts, non-managed assets$0326
Corporate trust and agency accounts, non-managed assets$0189
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0118
Memoranda
Custody and safekeeping accounts, non-managed assets$0388
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Personal trust and agency accounts, managed assets$0402
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0328
Employee benefit-defined benefit accounts, managed assets$0248
Other employee benefit and retirement-related accounts, managed assets$0358
Corporate trust and agency accounts, managed assets$0106
Investment management and investment advisory agency accounts, managed assets$0369
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0129
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0411
Personal trust and agency accounts, non-managed assets$0342
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0325
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0330
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0128
Memoranda
Custody and safekeeping accounts, non-managed assets$0395
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0337
Employee benefit-defined benefit accounts, managed assets$0249
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0137
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0422
Personal trust and agency accounts, non-managed assets$0351
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0329
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0333
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0127
Memoranda
Custody and safekeeping accounts, non-managed assets$0405
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,160,0001,524
Managed Assets ($)$1,160,0001,431
Personal trust and agency accounts, managed assets$1,160,0001,361
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0755
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0819
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$0918
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0314
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,365
Personal trust and agency accounts, non-managed assets$01,012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0688
Employee benefit-defined benefit accounts, non-managed Assets$0281
Other retirement accounts, non-managed assets$0867
Corporate trust and agency accounts, non-managed assets$0402
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0271
Memoranda
Custody and safekeeping accounts, non-managed assets$0966
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Personal trust and agency accounts, managed assets$0409
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0329
Employee benefit-defined benefit accounts, managed assets$0246
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$0370
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0134
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0412
Personal trust and agency accounts, non-managed assets$0337
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0332
Employee benefit-defined benefit accounts, non-managed Assets$0188
Other retirement accounts, non-managed assets$0324
Corporate trust and agency accounts, non-managed assets$0192
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0396
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Personal trust and agency accounts, managed assets$0423
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0251
Other employee benefit and retirement-related accounts, managed assets$0373
Corporate trust and agency accounts, managed assets$0114
Investment management and investment advisory agency accounts, managed assets$0384
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0139
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0350
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0346
Employee benefit-defined benefit accounts, non-managed Assets$0181
Other retirement accounts, non-managed assets$0334
Corporate trust and agency accounts, non-managed assets$0195
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0135
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0424
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0343
Employee benefit-defined benefit accounts, managed assets$0253
Other employee benefit and retirement-related accounts, managed assets$0372
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$0383
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0142
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0431
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0342
Employee benefit-defined benefit accounts, non-managed Assets$0184
Other retirement accounts, non-managed assets$0336
Corporate trust and agency accounts, non-managed assets$0199
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0131
Memoranda
Custody and safekeeping accounts, non-managed assets$0414
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$1,003,0001,566
Managed Assets ($)$1,003,0001,471
Personal trust and agency accounts, managed assets$1,003,0001,395
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0765
Employee benefit-defined benefit accounts, managed assets$0442
Other employee benefit and retirement-related accounts, managed assets$0797
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$0911
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0332
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,358
Personal trust and agency accounts, non-managed assets$01,010
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0699
Employee benefit-defined benefit accounts, non-managed Assets$0291
Other retirement accounts, non-managed assets$0862
Corporate trust and agency accounts, non-managed assets$0395
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0281
Memoranda
Custody and safekeeping accounts, non-managed assets$0996
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Personal trust and agency accounts, managed assets$0411
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0243
Other employee benefit and retirement-related accounts, managed assets$0356
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$0367
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0125
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0421
Personal trust and agency accounts, non-managed assets$0346
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0334
Employee benefit-defined benefit accounts, non-managed Assets$0189
Other retirement accounts, non-managed assets$0327
Corporate trust and agency accounts, non-managed assets$0194
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0404
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Personal trust and agency accounts, managed assets$0418
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0338
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0357
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$0372
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0126
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0429
Personal trust and agency accounts, non-managed assets$0352
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0343
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0338
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0125
Memoranda
Custody and safekeeping accounts, non-managed assets$0409
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Personal trust and agency accounts, managed assets$0426
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0344
Employee benefit-defined benefit accounts, managed assets$0247
Other employee benefit and retirement-related accounts, managed assets$0363
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$0380
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0128
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0436
Personal trust and agency accounts, non-managed assets$0363
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0347
Employee benefit-defined benefit accounts, non-managed Assets$0195
Other retirement accounts, non-managed assets$0340
Corporate trust and agency accounts, non-managed assets$0198
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0133
Memoranda
Custody and safekeeping accounts, non-managed assets$0416
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Personal trust and agency accounts, managed assets$01,694
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0794
Employee benefit-defined benefit accounts, managed assets$0448
Other employee benefit and retirement-related accounts, managed assets$0809
Corporate trust and agency accounts, managed assets$0336
Investment management and investment advisory agency accounts, managed assets$0932
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0327
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,404
Personal trust and agency accounts, non-managed assets$01,035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0727
Employee benefit-defined benefit accounts, non-managed Assets$0300
Other retirement accounts, non-managed assets$0879
Corporate trust and agency accounts, non-managed assets$0431
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0284
Memoranda
Custody and safekeeping accounts, non-managed assets$01,022
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Personal trust and agency accounts, managed assets$0432
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0347
Employee benefit-defined benefit accounts, managed assets$0256
Other employee benefit and retirement-related accounts, managed assets$0364
Corporate trust and agency accounts, managed assets$0121
Investment management and investment advisory agency accounts, managed assets$0379
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0143
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0445
Personal trust and agency accounts, non-managed assets$0370
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0350
Employee benefit-defined benefit accounts, non-managed Assets$0213
Other retirement accounts, non-managed assets$0350
Corporate trust and agency accounts, non-managed assets$0201
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0151
Memoranda
Custody and safekeeping accounts, non-managed assets$0430
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Personal trust and agency accounts, managed assets$0436
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0353
Employee benefit-defined benefit accounts, managed assets$0257
Other employee benefit and retirement-related accounts, managed assets$0369
Corporate trust and agency accounts, managed assets$0128
Investment management and investment advisory agency accounts, managed assets$0387
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0151
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0447
Personal trust and agency accounts, non-managed assets$0377
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0354
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0349
Corporate trust and agency accounts, non-managed assets$0205
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0159
Memoranda
Custody and safekeeping accounts, non-managed assets$0431
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Personal trust and agency accounts, managed assets$0450
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0360
Employee benefit-defined benefit accounts, managed assets$0261
Other employee benefit and retirement-related accounts, managed assets$0376
Corporate trust and agency accounts, managed assets$0135
Investment management and investment advisory agency accounts, managed assets$0391
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0156
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$0458
Personal trust and agency accounts, non-managed assets$0390
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0359
Employee benefit-defined benefit accounts, non-managed Assets$0214
Other retirement accounts, non-managed assets$0354
Corporate trust and agency accounts, non-managed assets$0208
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0156
Memoranda
Custody and safekeeping accounts, non-managed assets$0442
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Personal trust and agency accounts, managed assets$01,748
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0832
Employee benefit-defined benefit accounts, managed assets$0476
Other employee benefit and retirement-related accounts, managed assets$0820
Corporate trust and agency accounts, managed assets$0371
Investment management and investment advisory agency accounts, managed assets$0941
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0349
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,452
Personal trust and agency accounts, non-managed assets$01,066
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0762
Employee benefit-defined benefit accounts, non-managed Assets$0308
Other retirement accounts, non-managed assets$0883
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0299
Memoranda
Custody and safekeeping accounts, non-managed assets$01,046
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$02,623
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Personal trust and agency accounts, managed assets$01,716
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$0814
Employee benefit-defined benefit accounts, managed assets$0446
Other employee benefit and retirement-related accounts, managed assets$0769
Corporate trust and agency accounts, managed assets$0349
Investment management and investment advisory agency accounts, managed assets$0857
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$0364
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$01,377
Personal trust and agency accounts, non-managed assets$0992
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$0725
Employee benefit-defined benefit accounts, non-managed Assets$0282
Other retirement accounts, non-managed assets$0833
Corporate trust and agency accounts, non-managed assets$0429
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$0295
Memoranda
Custody and safekeeping accounts, non-managed assets$0969
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA